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iShares US Digital Infrastructure and Real Estate ETF

26 hedge funds and large institutions have $27.6M invested in iShares US Digital Infrastructure and Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

13% more funds holding

Funds holding: 2326 (+3)

11% more capital invested

Capital invested by funds: $24.9M → $27.6M (+$2.73M)

1.17% more ownership

Funds ownership: 57.54%58.71% (+1.2%)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$10.4M -$514K -10,541 -5%
Morgan Stanley
2
Morgan Stanley
New York
$5.49M -$219K -4,495 -4%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.35M +$458K +9,383 +25%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.73M -$1.08M -22,107 -39%
UBS Group
5
UBS Group
Switzerland
$1.56M -$107K -2,204 -7%
Wells Fargo
6
Wells Fargo
California
$1.48M -$93.1K -1,908 -6%
Citadel Advisors
7
Citadel Advisors
Florida
$1.4M +$1.09M +22,423 +386%
LPL Financial
8
LPL Financial
California
$1.35M -$46.5K -953 -3%
TRCT
9
Tower Research Capital (TRC)
New York
$669K +$145K +2,979 +28%
Bank of America
10
Bank of America
North Carolina
$390K -$129K -2,650 -25%
HCMNY
11
Howard Capital Management (New York)
New York
$298K -$2.63K -54 -0.9%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$198K
Osaic Holdings
13
Osaic Holdings
Arizona
$75K +$20.9K +429 +40%
OIA
14
Optimum Investment Advisors
Illinois
$45K +$43.9K +900 New
VFA
15
Valeo Financial Advisors
Indiana
$34K +$33.7K +690 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$32K
Fidelity Investments
17
Fidelity Investments
Massachusetts
$30K -$488 -10 -2%
PMFA
18
Plante Moran Financial Advisors
Michigan
$20K
CAL
19
Capital Analysts LLC
Pennsylvania
$7K
BW
20
Bison Wealth
Georgia
$7K +$7.32K +150 New
Citigroup
21
Citigroup
New York
$6K
GWM
22
Geneos Wealth Management
Colorado
$6K
CAN
23
Cetera Advisor Networks
California
$5K +$4.88K +100 New
APA
24
American Portfolios Advisors
New York
$4.95K +$4.88K +100 New
SFS
25
Sowell Financial Services
Arkansas
$3K

IDGT Hedge Fund Activity: Q2 2020 in Review

26 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q2 2020, worth a combined $27.6M — up 11% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IDGT positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.09M. The largest seller was Royal Bank of Canada, cutting an estimated $1.08M.

  • 26 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q2 2020, up from 23 in Q1 2020.
  • Funds reported $27.6M of iShares US Digital Infrastructure and Real Estate ETF stock for Q2 2020, up 11% quarter-over-quarter.
  • 5 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q2 2020 and 2 closed out, a net change of +3 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q2 2020 was Citadel Advisors, an estimated $1.09M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q2 2020 was Royal Bank of Canada, an estimated $1.08M sold.

Based on aggregated 13F filings for Q2 2020.