iShares US Digital Infrastructure and Real Estate ETF
IDGT
32 hedge funds and large institutions have $55.8M invested in iShares US Digital Infrastructure and Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.
42.5% more ownership
Funds ownership: 65.41% → 107.91% (+43%)
32% more capital invested
Capital invested by funds: $42.1M → $55.8M (+$13.7M)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$11.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.59M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.24M |
| 4 |
Jane Street
New York
|
+$740K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$690K |
| 2 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
-$480K |
| 3 |
Morgan Stanley
New York
|
-$409K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$207K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$86.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $23K | -$207K | -3,957 | -90% |
|
|
PCG
27
Private Capital Group
West Hartford,
Connecticut
| $20K | – | – | – |
|
|
PMFA
28
Plante Moran Financial Advisors
Southfield,
Michigan
| $10K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
|
APA
30
American Portfolios Advisors
Holbrook,
New York
| $2.62K | – | – | – |
|
|
TFA
31
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
32
Creative Planning
Overland Park,
Kansas
| – | -$690K | -13,390 | Closed |
|
|
AP
33
Advisors Preferred
Rockville,
Maryland
| – | -$36K | -694 | Closed |
|
|
SWP
34
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$8K | -152 | Closed |
|
|
AIM
35
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$1K | -29 | Closed |
|
IDGT Hedge Fund Activity: Q2 2018 in Review
32 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q2 2018, worth a combined $55.8M — up 32% from $42.1M a quarter earlier.
Fund positioning in IDGT was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 8 trimmed.
The largest buyer was Meitav Investment House, adding an estimated $11.5M. The largest seller was Creative Planning, exiting entirely with an estimated $690K sold.
- 32 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $55.8M of iShares US Digital Infrastructure and Real Estate ETF stock for Q2 2018, up 32% quarter-over-quarter.
- 4 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q2 2018 and 4 closed out, a net change of 0 holders.
- The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q2 2018 was Meitav Investment House, an estimated $11.5M added.
- The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q2 2018 was Creative Planning, an estimated $690K sold.
Based on aggregated 13F filings for Q2 2018.