iShares US Digital Infrastructure and Real Estate ETF
IDGT
30 hedge funds and large institutions have $55.4M invested in iShares US Digital Infrastructure and Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
3% more capital invested
Capital invested by funds: $53.6M → $55.4M (+$1.85M)
1.36% less ownership
Funds ownership: 56.88% → 55.52% (-1.4%)
9% less funds holding
Funds holding: 33 → 30 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.24M |
| 2 |
Morgan Stanley
New York
|
+$819K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$419K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$321K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.37M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.19M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$397K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$354K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $9K | – | – | – |
|
|
FA
27
Faithward Advisors
Lancaster,
Pennsylvania
| $3K | – | – | – |
|
|
HWMA
28
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $3K | – | – | – |
|
|
ZIG
29
Zullo Investment Group
Scranton,
Pennsylvania
| $1K | – | – | – |
|
30
Bank of Montreal
Toronto,
Ontario, Canada
| $105 | +$59.1K | +877 | +156% |
|
|
31
Jane Street
New York
| – | -$2.49M | -42,320 | Closed |
|
|
RJFSA
32
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$234K | -3,967 | Closed |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| – | -$8K | -140 | Closed |
|
|
AF
34
Advisornet Financial
Minnetonka,
Minnesota
| – | -$4K | -63 | Closed |
|
35
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$2K | -32 | Closed |
|
IDGT Hedge Fund Activity: Q3 2022 in Review
30 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q3 2022, worth a combined $55.4M — up 3.5% from $53.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IDGT and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 9 added.
The largest buyer was Bank of America, adding an estimated $2.24M. The largest seller was Jane Street, exiting entirely with an estimated $2.49M sold.
- 30 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q3 2022, down from 33 in Q2 2022.
- Funds reported $55.4M of iShares US Digital Infrastructure and Real Estate ETF stock for Q3 2022, up 3.5% quarter-over-quarter.
- 2 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q3 2022 and 5 closed out, a net change of -3 holders.
- The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q3 2022 was Bank of America, an estimated $2.24M added.
- The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q3 2022 was Jane Street, an estimated $2.49M sold.
Based on aggregated 13F filings for Q3 2022.