iShares US Digital Infrastructure and Real Estate ETF
IDGT
28 hedge funds and large institutions have $23M invested in iShares US Digital Infrastructure and Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
8% more funds holding
Funds holding: 26 → 28 (+2)
8% more capital invested
Capital invested by funds: $21.4M → $23M (+$1.62M)
8.91% less ownership
Funds ownership: 50.61% → 41.7% (-8.9%)
75% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.38M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$2.62M |
| 3 |
PAM
PVG Asset Management
Golden,
Colorado
|
+$309K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$232K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.58M |
| 2 |
Goldman Sachs
New York
|
-$1.64M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.24M |
| 4 |
GS
GTS Securities
New York
|
-$397K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4.73K | – | – | – |
|
|
CA
27
Continuum Advisory
Eagle,
Idaho
| $3.92K | +$74 | +1 | +2% |
|
|
AIC
28
Archer Investment Corporation
Carmel,
Indiana
| $656 | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $27 | – | – | – |
|
|
GS
30
GTS Securities
New York
| – | -$397K | -5,631 | Closed |
|
|
IAIM
31
International Assets Investment Management
Orlando,
Florida
| – | -$51.7K | -734 | Closed |
|
|
TFF
32
The Family Firm
Bethesda,
Maryland
| – | -$3.13K | -44 | Closed |
|
IDGT Hedge Fund Activity: Q3 2024 in Review
28 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q3 2024, worth a combined $23M — up 7.5% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IDGT positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $3.38M. The largest seller was UBS Group, cutting an estimated $3.58M.
- 28 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q3 2024, up from 26 in Q2 2024.
- Funds reported $23M of iShares US Digital Infrastructure and Real Estate ETF stock for Q3 2024, up 7.5% quarter-over-quarter.
- 5 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q3 2024 and 3 closed out, a net change of +2 holders.
- The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $3.38M added.
- The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q3 2024 was UBS Group, an estimated $3.58M sold.
Based on aggregated 13F filings for Q3 2024.