iShares US Digital Infrastructure and Real Estate ETF
IDGT
32 hedge funds and large institutions have $40.8M invested in iShares US Digital Infrastructure and Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
18.28% more ownership
Funds ownership: 63.92% → 82.2% (+18%)
16% more capital invested
Capital invested by funds: $35.2M → $40.8M (+$5.56M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
3% more funds holding
Funds holding: 31 → 32 (+1)
0% more call options, than puts
Call options by funds: $253K | Put options by funds: $253K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$7.59M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.16M |
| 4 |
JP Morgan Chase
New York
|
+$522K |
| 5 |
Morgan Stanley
New York
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
-$1.88M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$227K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$202K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$126K |
| 5 |
LPL Financial
San Diego,
California
|
-$53.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | -$4.92K | -98 | -33% |
|
|
PMFA
27
Plante Moran Financial Advisors
Southfield,
Michigan
| $9K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $6K | – | – | – |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $2.36K | – | – | – |
|
|
TFA
30
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
31
William Blair & Company
Chicago,
Illinois
| $1K | +$653 | +13 | New |
|
|
MAP
32
Milestone Advisory Partners
Southern Pines,
North Carolina
| – | -$1.88M | -34,119 | Closed |
|
|
ST
33
Spinnaker Trust
Portland,
Maine
| – | -$227K | -4,134 | Closed |
|
|
SWP
34
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$8K | -152 | Closed |
|
|
CAG
35
Csenge Advisory Group
Clearwater,
Florida
| – | -$3K | -60 | Closed |
|
IDGT Hedge Fund Activity: Q4 2018 in Review
32 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q4 2018, worth a combined $40.8M — up 16% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IDGT positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $7.59M. The largest seller was Milestone Advisory Partners, exiting entirely with an estimated $1.88M sold.
- 32 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q4 2018, up from 31 in Q3 2018.
- Funds reported $40.8M of iShares US Digital Infrastructure and Real Estate ETF stock for Q4 2018, up 16% quarter-over-quarter.
- 6 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q4 2018 and 4 closed out, a net change of +2 holders.
- The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q4 2018 was Goldman Sachs, an estimated $7.59M added.
- The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q4 2018 was Milestone Advisory Partners, an estimated $1.88M sold.
Based on aggregated 13F filings for Q4 2018.