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iShares US Digital Infrastructure and Real Estate ETF

36 hedge funds and large institutions have $79.8M invested in iShares US Digital Infrastructure and Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

30% more capital invested

Capital invested by funds: $61.2M → $79.8M (+$18.6M)

16% more funds holding

Funds holding: 3136 (+5)

1.39% less ownership

Funds ownership: 55.4%54.01% (-1.4%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
6
Closed
4
Calls
$203K
Puts
Net Calls
+$203K
Net Calls Change
+$203K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$29.9M +$1.5M +19,689 +6%
Morgan Stanley
2
Morgan Stanley
New York
$16.6M -$549K -7,220 -4%
KNW
3
Kesler Norman & Wride
Utah
$8.36M +$296K +3,891 +4%
UBS Group
4
UBS Group
Switzerland
$5.06M +$532K +7,002 +13%
LPL Financial
5
LPL Financial
California
$3.35M +$322K +4,230 +12%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$2.89M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.49M +$377K +4,955 +20%
Goldman Sachs
8
Goldman Sachs
New York
$2.42M
Wells Fargo
9
Wells Fargo
California
$2.2M +$682K +8,970 +52%
NF
10
Nikulski Financial
Iowa
$1.26M -$132K -1,730 -10%
Citigroup
11
Citigroup
New York
$943K +$17.5K +230 +2%
RJA
12
Raymond James & Associates
Florida
$751K +$676K +8,894 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$489K +$440K +5,786 New
HCMG
14
Howard Capital Management Group
California
$472K
Osaic Holdings
15
Osaic Holdings
Arizona
$461K +$115K +1,515 +39%
RK
16
Rather & Kittrell
Tennessee
$359K +$324K +4,257 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$339K +$58.2K +766 +24%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$283K +$4.03K +53 +2%
ST
19
Spinnaker Trust
Maine
$230K -$17K -223 -8%
GAM
20
Grandview Asset Management
Pennsylvania
$230K +$207K +2,728 New
SCA
21
Snowden Capital Advisors
New York
$186K +$168K +2,206 New
TRCT
22
Tower Research Capital (TRC)
New York
$152K -$123K -1,612 -47%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$74K -$37.1K -488 -36%
OIA
24
Optimum Investment Advisors
Illinois
$59K
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$59K +$40.6K +534 +326%

IDGT Hedge Fund Activity: Q4 2021 in Review

36 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q4 2021, worth a combined $79.8M — up 30% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IDGT positions and 4 closed out — a net gain of 6 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $1.5M. The largest seller was Morgan Stanley, cutting an estimated $549K.

  • 36 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q4 2021, up from 31 in Q3 2021.
  • Funds reported $79.8M of iShares US Digital Infrastructure and Real Estate ETF stock for Q4 2021, up 30% quarter-over-quarter.
  • 10 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q4 2021 and 4 closed out, a net change of +6 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q4 2021 was Bank of America, an estimated $1.5M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q4 2021 was Morgan Stanley, an estimated $549K sold.

Based on aggregated 13F filings for Q4 2021.