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iShares US Digital Infrastructure and Real Estate ETF
IDGT

35 hedge funds and large institutions have $59.4M invested in iShares US Digital Infrastructure and Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

136% more capital invested

Capital invested by funds: $25.2M → $59.4M (+$34.2M)

30% more funds holding

Funds holding: 27 → 35 (+8)

14.37% more ownership

Funds ownership: 44.45% → 58.82% (+14%)

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
10
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$17M
2
Morgan Stanley
Morgan Stanley
New York
+$8.86M
3
RWP
RWA Wealth Partners
Massachusetts
+$5.78M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.65M
5
LPL Financial
LPL Financial
California
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$12.1M
2
TRCT
Tower Research Capital (TRC)
New York
-$649K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$96.5K
4
Simplex Trading
Simplex Trading
Illinois
-$8.5K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17.6M +$17M +256,337 +4,767%
Morgan Stanley
2
Morgan Stanley
New York
$13M +$8.86M +133,485 +223%
RWP
3
RWA Wealth Partners
Massachusetts
$5.85M +$5.78M +87,014 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.15M +$2.65M +39,903 +183%
Citadel Advisors
5
Citadel Advisors
Florida
$2.71M +$932K +14,039 +53%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$2.31M +$1.32M +19,900 +139%
UBS Group
7
UBS Group
Switzerland
$2.22M +$157K +2,361 +8%
LPL Financial
8
LPL Financial
California
$2.09M +$1.7M +25,555 +462%
Goldman Sachs
9
Goldman Sachs
New York
$1.93M -$12.1M -182,001 -86%
EE
10
EWG Elevate
California
$1.61M +$1.59M +23,983 New
Wells Fargo
11
Wells Fargo
California
$1.33M +$209K +3,153 +19%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.31M +$1.3M +19,516 New
NF
13
Nikulski Financial
Iowa
$932K +$920K +13,857 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$477K +$471K +7,095 New
HCMG
15
Howard Capital Management Group
California
$389K +$384K +5,785 New
Osaic Holdings
16
Osaic Holdings
Arizona
$294K +$194K +2,929 +204%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$269K – – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$229K -$96.5K -1,454 -30%
CFGS
19
Concourse Financial Group Securities
Alabama
$203K +$200K +3,017 New
Citigroup
20
Citigroup
New York
$100K +$90.3K +1,360 +1,088%
AP
21
Advisors Preferred
Maryland
$75K +$72.9K +1,098 New
OIA
22
Optimum Investment Advisors
Illinois
$61K – – –
VFA
23
Valeo Financial Advisors
Indiana
$46K – – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$36K -$1.93K -29 -5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
1
2

IDGT Hedge Fund Activity: Q1 2021 in Review

35 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q1 2021, worth a combined $59.4M — up 136% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IDGT positions and 1 closed out — a net gain of 9 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $17M. The largest seller was Goldman Sachs, cutting an estimated $12.1M.

  • 35 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q1 2021, up from 27 in Q4 2020.
  • Funds reported $59.4M of iShares US Digital Infrastructure and Real Estate ETF stock for Q1 2021, up 136% quarter-over-quarter.
  • 10 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q1 2021 and 1 closed out, a net change of +9 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q1 2021 was Bank of America, an estimated $17M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q1 2021 was Goldman Sachs, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2021.