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iShares US Digital Infrastructure and Real Estate ETF

32 hedge funds and large institutions have $40.8M invested in iShares US Digital Infrastructure and Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

18.28% more ownership

Funds ownership: 63.92%82.2% (+18%)

16% more capital invested

Capital invested by funds: $35.2M → $40.8M (+$5.56M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

3% more funds holding

Funds holding: 3132 (+1)

0% more call options, than puts

Call options by funds: $253K | Put options by funds: $253K

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
7
Closed
4
Calls
$253K
Puts
$253K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.3M +$303K +6,026 +2%
Goldman Sachs
2
Goldman Sachs
New York
$9.81M +$7.59M +151,208 +268%
Deutsche Bank
3
Deutsche Bank
Germany
$9.45M +$2.51M +50,000 +33%
Citadel Advisors
4
Citadel Advisors
Florida
$2.25M +$2.16M +43,078 +942%
UBS Group
5
UBS Group
Switzerland
$1.88M +$206K +4,107 +12%
Wells Fargo
6
Wells Fargo
California
$1.38M -$202K -4,028 -12%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$577K -$126K -2,512 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$502K -$9.95K -198 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$491K +$522K +10,391 New
Bank of America
10
Bank of America
North Carolina
$414K +$143K +2,844 +48%
HCMNY
11
Howard Capital Management (New York)
New York
$360K -$14K -279 -4%
LPL Financial
12
LPL Financial
California
$336K -$53.5K -1,065 -13%
Jane Street
13
Jane Street
New York
$281K +$299K +5,954 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K -$5.02K -100 -2%
TRCT
15
Tower Research Capital (TRC)
New York
$106K +$67K +1,333 +146%
IA
16
IFP Advisors
Florida
$51K
AG
17
Advisor Group
Arizona
$49K
SFG
18
SevenBridge Financial Group
Pennsylvania
$46K
Citigroup
19
Citigroup
New York
$38K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$33K +$6.58K +131 +23%
BWM
21
BerganKDV Wealth Management
Minnesota
$24K +$25.2K +501 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$23K
AP
23
Advisors Preferred
Maryland
$20K +$21.6K +430 New
Simplex Trading
24
Simplex Trading
Illinois
$18K +$19.7K +392 New
PCG
25
Private Capital Group
Connecticut
$15K

IDGT Hedge Fund Activity: Q4 2018 in Review

32 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q4 2018, worth a combined $40.8M — up 16% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IDGT positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.59M. The largest seller was Milestone Advisory Partners, exiting entirely with an estimated $1.88M sold.

  • 32 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q4 2018, up from 31 in Q3 2018.
  • Funds reported $40.8M of iShares US Digital Infrastructure and Real Estate ETF stock for Q4 2018, up 16% quarter-over-quarter.
  • 6 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q4 2018 and 4 closed out, a net change of +2 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q4 2018 was Goldman Sachs, an estimated $7.59M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q4 2018 was Milestone Advisory Partners, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2018.