iShares US Digital Infrastructure and Real Estate ETF
IDGT
31 hedge funds and large institutions have $35.2M invested in iShares US Digital Infrastructure and Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
3% less funds holding
Funds holding: 32 → 31 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
37% less capital invested
Capital invested by funds: $55.8M → $35.2M (-$20.6M)
43.99% less ownership
Funds ownership: 107.91% → 63.92% (-44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.92M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$140K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$139K |
| 4 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$97.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$90.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$22.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$741K |
| 4 |
Jane Street
New York
|
-$741K |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$194K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
26
Stratos Wealth Partners
Beachwood,
Ohio
| $8K | +$8.21K | +152 | New |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
|
CAG
28
Csenge Advisory Group
Clearwater,
Florida
| $3K | +$3.24K | +60 | New |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $2.75K | – | – | – |
|
|
TFA
30
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
MIH
31
Meitav Investment House
Bene-Beraq,
Israel
| – | -$22.5M | -443,680 | Closed |
|
|
32
Jane Street
New York
| – | -$741K | -14,166 | Closed |
|
|
33
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$194K | -3,700 | Closed |
|
|
CF
34
Centaurus Financial
Anaheim,
California
| – | -$43K | -830 | Closed |
|
IDGT Hedge Fund Activity: Q3 2018 in Review
31 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q3 2018, worth a combined $35.2M — down 37% from $55.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IDGT and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 9 added.
The largest buyer was Morgan Stanley, adding an estimated $2.92M. The largest seller was Meitav Investment House, exiting entirely with an estimated $22.5M sold.
- 31 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q3 2018, down from 32 in Q2 2018.
- Funds reported $35.2M of iShares US Digital Infrastructure and Real Estate ETF stock for Q3 2018, down 37% quarter-over-quarter.
- 3 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q3 2018 and 4 closed out, a net change of -1 holder.
- The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q3 2018 was Morgan Stanley, an estimated $2.92M added.
- The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q3 2018 was Meitav Investment House, an estimated $22.5M sold.
Based on aggregated 13F filings for Q3 2018.