iShares US Digital Infrastructure and Real Estate ETF
IDGT
35 hedge funds and large institutions have $59.4M invested in iShares US Digital Infrastructure and Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
136% more capital invested
Capital invested by funds: $25.2M → $59.4M (+$34.2M)
30% more funds holding
Funds holding: 27 → 35 (+8)
14.37% more ownership
Funds ownership: 44.45% → 58.82% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$17M |
| 2 |
Morgan Stanley
New York
|
+$8.86M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$5.78M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.65M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$12.1M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$649K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$96.5K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$8.5K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
26
Plante Moran Financial Advisors
Southfield,
Michigan
| $27K | – | – | – |
|
|
IAIM
27
International Assets Investment Management
Orlando,
Florida
| $15K | – | – | – |
|
|
28
Simplex Trading
Chicago,
Illinois
| $11K | -$8.5K | -128 | -44% |
|
|
CAL
29
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $9K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $9K | – | – | – |
|
|
BW
31
Bison Wealth
Atlanta,
Georgia
| $8K | – | – | – |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $6.73K | – | – | – |
|
|
SFS
33
Sowell Financial Services
North Little Rock,
Arkansas
| $4K | – | – | – |
|
|
HWMA
34
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $3K | +$2.79K | +42 | New |
|
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$2.12K | +32 | New |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| – | -$649K | -10,887 | Closed |
|
IDGT Hedge Fund Activity: Q1 2021 in Review
35 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q1 2021, worth a combined $59.4M — up 136% from $25.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IDGT positions and 1 closed out — a net gain of 9 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $17M. The largest seller was Goldman Sachs, cutting an estimated $12.1M.
- 35 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q1 2021, up from 27 in Q4 2020.
- Funds reported $59.4M of iShares US Digital Infrastructure and Real Estate ETF stock for Q1 2021, up 136% quarter-over-quarter.
- 10 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q1 2021 and 1 closed out, a net change of +9 holders.
- The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q1 2021 was Bank of America, an estimated $17M added.
- The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q1 2021 was Goldman Sachs, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2021.