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iShares US Digital Infrastructure and Real Estate ETF

32 hedge funds and large institutions have $55.8M invested in iShares US Digital Infrastructure and Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

42.5% more ownership

Funds ownership: 65.41%107.91% (+43%)

32% more capital invested

Capital invested by funds: $42.1M → $55.8M (+$13.7M)

0% more funds holding

Funds holding: 3232 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1
Meitav Investment House
Israel
$22.5M +$11.5M +219,300 +98%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M -$409K -7,837 -4%
Deutsche Bank
3
Deutsche Bank
Germany
$7.85M
Goldman Sachs
4
Goldman Sachs
New York
$2.95M -$2.87K -55 -0.1%
UBS Group
5
UBS Group
Switzerland
$1.73M +$51.2K +981 +3%
MAP
6
Milestone Advisory Partners
North Carolina
$1.69M -$480K -9,199 -22%
Wells Fargo
7
Wells Fargo
California
$1.61M +$285K +5,464 +22%
Citadel Advisors
8
Citadel Advisors
Florida
$1.59M +$1.59M +30,472 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.49M +$1.24M +23,659 +493%
Jane Street
10
Jane Street
New York
$741K +$740K +14,166 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$564K +$66.1K +1,266 +13%
HCMNY
12
Howard Capital Management (New York)
New York
$423K -$21.9K -420 -5%
RVM
13
Robinson Value Management
Texas
$401K
LPL Financial
14
LPL Financial
California
$400K -$9.98K -191 -2%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$293K
Bank of America
16
Bank of America
North Carolina
$222K -$86.1K -1,648 -28%
ST
17
Spinnaker Trust
Maine
$216K
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$194K +$193K +3,700 New
IA
19
IFP Advisors
Florida
$57K +$10.4K +200 +23%
Citigroup
20
Citigroup
New York
$52K
SFG
21
SevenBridge Financial Group
Pennsylvania
$51K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$46K +$16.5K +315 +56%
CF
23
Centaurus Financial
California
$43K +$43.4K +830 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$30K
AG
25
Advisor Group
Arizona
$26K -$68K -1,302 -73%

IDGT Hedge Fund Activity: Q2 2018 in Review

32 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q2 2018, worth a combined $55.8M — up 32% from $42.1M a quarter earlier.

Fund positioning in IDGT was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 8 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $11.5M. The largest seller was Creative Planning, exiting entirely with an estimated $690K sold.

  • 32 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $55.8M of iShares US Digital Infrastructure and Real Estate ETF stock for Q2 2018, up 32% quarter-over-quarter.
  • 4 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q2 2018 and 4 closed out, a net change of 0 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q2 2018 was Meitav Investment House, an estimated $11.5M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q2 2018 was Creative Planning, an estimated $690K sold.

Based on aggregated 13F filings for Q2 2018.