We are live on ! Find out more
IDGT icon

iShares US Digital Infrastructure and Real Estate ETF

33 hedge funds and large institutions have $116M invested in iShares US Digital Infrastructure and Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

22% more funds holding

Funds holding: 2733 (+6)

14% more capital invested

Capital invested by funds: $102M → $116M (+$13.8M)

11.41% more ownership

Funds ownership: 39.36%50.77% (+11%)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$64.2M +$2.4M +78,696 +4%
Goldman Sachs
2
Goldman Sachs
New York
$15.1M +$86.4K +2,832 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$5.5M -$1.48M -48,646 -22%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.77M +$2.98M +97,761 +195%
HCM
5
Hollencrest Capital Management
California
$4.69M +$4.43M +145,166 New
SG Americas Securities
6
SG Americas Securities
New York
$3.84M +$2.07M +67,912 +133%
ST
7
Spinnaker Trust
Maine
$3.78M +$31.2K +1,022 +0.9%
HCMNY
8
Howard Capital Management (New York)
New York
$2.65M +$88.3K +2,895 +4%
BCI
9
Brinker Capital Investments
Pennsylvania
$2M
PAG
10
Pinnacle Advisory Group
Maryland
$1.24M -$1.83M -60,046 -61%
DS
11
DRW Securities
Illinois
$1.11M +$1.05M +34,436 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.06M +$385K +12,631 +62%
Bank of America
13
Bank of America
North Carolina
$1.04M -$7.08K -232 -0.7%
U
14
UBS
Switzerland
$1.02M +$293K +9,597 +44%
WI
15
WrapManager Inc
California
$566K +$63K +2,066 +13%
BAAM
16
Baker Avenue Asset Management
California
$559K +$529K +17,320 New
CS
17
Credit Suisse
Switzerland
$509K -$3.08M -100,917 -86%
TRCT
18
Tower Research Capital (TRC)
New York
$487K +$460K +15,078 New
HSBC Holdings
19
HSBC Holdings
United Kingdom
$453K
MHS
20
M Holdings Securities
Oregon
$270K +$255K +8,350 New
TH
21
Timber Hill
Connecticut
$235K -$113K -3,719 -34%
SFSIG
22
San Francisco Sentry Investment Group
California
$117K +$25.3K +830 +30%
PAS
23
Partnervest Advisory Services
California
$116K -$12.2K -400 -10%
AP
24
Advisors Preferred
Maryland
$77K +$72.8K +2,386 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$72K

IDGT Hedge Fund Activity: Q4 2013 in Review

33 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q4 2013, worth a combined $116M — up 14% from $102M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IDGT positions and 6 closed out — a net gain of 6 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.98M. The largest seller was Credit Suisse, cutting an estimated $3.08M.

  • 33 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q4 2013, up from 27 in Q3 2013.
  • Funds reported $116M of iShares US Digital Infrastructure and Real Estate ETF stock for Q4 2013, up 14% quarter-over-quarter.
  • 12 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q4 2013 and 6 closed out, a net change of +6 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q4 2013 was Royal Bank of Canada, an estimated $2.98M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q4 2013 was Credit Suisse, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2013.