iShares US Digital Infrastructure and Real Estate ETF
IDGT
32 hedge funds and large institutions have $42.1M invested in iShares US Digital Infrastructure and Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.
95% more capital invested
Capital invested by funds: $21.5M → $42.1M (+$20.6M)
23.06% more ownership
Funds ownership: 42.35% → 65.41% (+23%)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$11.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.67M |
| 3 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$2.12M |
| 4 |
Morgan Stanley
New York
|
+$1.09M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$685K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.23M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$609K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$500K |
| 4 |
Jane Street
New York
|
-$313K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$263K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
26
Plante Moran Financial Advisors
Southfield,
Michigan
| $10K | – | – | – |
|
|
SWP
27
Stratos Wealth Partners
Beachwood,
Ohio
| $8K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $2.58K | – | – | – |
|
|
TFA
30
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
AIM
31
Advantage Investment Management
Cedar Rapids,
Iowa
| $1K | +$1.48K | +29 | New |
|
|
32
Stifel Financial
St. Louis,
Missouri
| – | -$609K | -12,550 | Closed |
|
|
33
Jane Street
New York
| – | -$313K | -6,462 | Closed |
|
34
SG Americas Securities
New York
| – | -$213K | -4,391 | Closed |
|
|
FAAS
35
First Allied Advisory Services
San Diego,
California
| – | -$68K | -1,400 | Closed |
|
|
SSB
36
Sandy Spring Bank
Olney,
Maryland
| – | -$24K | -500 | Closed |
|
|
WA
37
Winfield Associates
Cleveland,
Ohio
| – | -$20K | -400 | Closed |
|
IDGT Hedge Fund Activity: Q1 2018 in Review
32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q1 2018, worth a combined $42.1M — up 95% from $21.5M a quarter earlier.
Fund positioning in IDGT was balanced in Q1 2018: 6 funds opened new positions, 6 closed out, 5 added to existing stakes and 7 trimmed.
The largest buyer was Meitav Investment House, opening a new position worth an estimated $11.5M. The largest seller was Goldman Sachs, cutting an estimated $2.23M.
- 32 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $42.1M of iShares US Digital Infrastructure and Real Estate ETF stock for Q1 2018, up 95% quarter-over-quarter.
- 6 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q1 2018 and 6 closed out, a net change of 0 holders.
- The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q1 2018 was Meitav Investment House, an estimated $11.5M added.
- The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q1 2018 was Goldman Sachs, an estimated $2.23M sold.
Based on aggregated 13F filings for Q1 2018.