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iShares US Digital Infrastructure and Real Estate ETF

43 hedge funds and large institutions have $115M invested in iShares US Digital Infrastructure and Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

45% more capital invested

Capital invested by funds: $79.8M → $115M (+$35.6M)

19% more funds holding

Funds holding: 3643 (+7)

4.84% more ownership

Funds ownership: 54.01%58.85% (+4.8%)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Parsons Capital Management
Rhode Island
$259K +$257K +3,500 New
SCA
27
Snowden Capital Advisors
New York
$237K +$74K +1,007 +46%
HF
28
HRT Financial
New York
$236K +$235K +3,200 New
ST
29
Spinnaker Trust
Maine
$201K
JP Morgan Chase
30
JP Morgan Chase
New York
$86K +$73.4K +999 +609%
OIA
31
Optimum Investment Advisors
Illinois
$52K
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$42K -$22.3K -303 -35%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$32K
Fidelity Investments
34
Fidelity Investments
Massachusetts
$24K +$74 +1 +0.3%
TF
35
Tompkins Financial
New York
$22K +$22.1K +300 New
CAL
36
Capital Analysts LLC
Pennsylvania
$10K
GWM
37
Geneos Wealth Management
Colorado
$10K
AF
38
Advisornet Financial
Minnesota
$5K -$13.4K -182 -74%
FA
39
Faithward Advisors
Pennsylvania
$4K
HWMA
40
Heritage Wealth Management (Arizona)
Arizona
$3K +$3.09K +42 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$2K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2K
ZIG
43
Zullo Investment Group
Pennsylvania
$1K
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
-$489K -5,786 Closed
GAM
45
Grandview Asset Management
Pennsylvania
-$230K -2,728 Closed
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
-$59K -698 Closed
PMFA
47
Plante Moran Financial Advisors
Michigan
-$34K -400 Closed

IDGT Hedge Fund Activity: Q1 2022 in Review

43 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q1 2022, worth a combined $115M — up 45% from $79.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IDGT positions and 4 closed out — a net gain of 7 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $10.3M. The largest seller was Bank of America, cutting an estimated $6.71M.

  • 43 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q1 2022, up from 36 in Q4 2021.
  • Funds reported $115M of iShares US Digital Infrastructure and Real Estate ETF stock for Q1 2022, up 45% quarter-over-quarter.
  • 11 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q1 2022 and 4 closed out, a net change of +7 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q1 2022 was MML Investors Services, an estimated $10.3M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q1 2022 was Bank of America, an estimated $6.71M sold.

Based on aggregated 13F filings for Q1 2022.