iShares US Digital Infrastructure and Real Estate ETF
IDGT
32 hedge funds and large institutions have $61.1M invested in iShares US Digital Infrastructure and Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 7 closing their positions.
2.08% less ownership
Funds ownership: 57.26% → 55.17% (-2.1%)
6% less capital invested
Capital invested by funds: $65.3M → $61.1M (-$4.19M)
9% less funds holding
Funds holding: 35 → 32 (-3)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.55M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.54M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$231K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$223K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$88.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$2.94M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.06M |
| 4 |
LPL Financial
San Diego,
California
|
-$385K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$320K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $31K | – | – | – |
|
|
TF
27
Tompkins Financial
Ithaca,
New York
| $21.4K | – | – | – |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $20.9K | – | – | – |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $17.1K | – | – | – |
|
|
CAL
30
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $10K | – | – | – |
|
|
CSPIA
31
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $1.5K | – | – | – |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $143 | +$139 | +2 | New |
|
|
33
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$2.94M | -42,560 | Closed |
|
|
PAG
34
Private Advisory Group
Redmond,
Washington
| – | -$280K | -4,045 | Closed |
|
|
HI
35
Harper Investing
Santa Clara,
California
| – | -$261K | -3,775 | Closed |
|
|
SS
36
Sunbelt Securities
Houston,
Texas
| – | -$227K | -3,290 | Closed |
|
|
EWA
37
EP Wealth Advisors
Torrance,
California
| – | -$107K | -1,550 | Closed |
|
|
CA
38
Corrado Advisors
Ramsey,
New Jersey
| – | -$1.39K | -20 | Closed |
|
|
ZIG
39
Zullo Investment Group
Scranton,
Pennsylvania
| – | -$691 | -10 | Closed |
|
IDGT Hedge Fund Activity: Q1 2023 in Review
32 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q1 2023, worth a combined $61.1M — down 6.4% from $65.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IDGT and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, opening a new position worth an estimated $1.55M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $2.94M sold.
- 32 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q1 2023, down from 35 in Q4 2022.
- Funds reported $61.1M of iShares US Digital Infrastructure and Real Estate ETF stock for Q1 2023, down 6.4% quarter-over-quarter.
- 5 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q1 2023 and 7 closed out, a net change of -2 holders.
- The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q1 2023 was Jane Street, an estimated $1.55M added.
- The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q1 2023 was Mirae Asset Global Investments, an estimated $2.94M sold.
Based on aggregated 13F filings for Q1 2023.