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iShares US Digital Infrastructure and Real Estate ETF

35 hedge funds and large institutions have $65.3M invested in iShares US Digital Infrastructure and Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $55.4M → $65.3M (+$9.89M)

17% more funds holding

Funds holding: 3035 (+5)

1.74% more ownership

Funds ownership: 55.52%57.26% (+1.7%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24.5M +$7.21M +102,526 +41%
Morgan Stanley
2
Morgan Stanley
New York
$13.8M +$2.05M +29,170 +17%
UBS Group
3
UBS Group
Switzerland
$5.7M +$575K +8,179 +11%
Goldman Sachs
4
Goldman Sachs
New York
$4.51M -$334K -4,744 -7%
Wells Fargo
5
Wells Fargo
California
$4.3M +$2.44M +34,657 +126%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$2.94M -$385K -5,470 -11%
LPL Financial
7
LPL Financial
California
$1.93M -$273K -3,878 -12%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.58M +$1.26M +17,988 +371%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.2M +$15.6K +222 +1%
Citigroup
10
Citigroup
New York
$840K -$74.8K -1,064 -8%
NF
11
Nikulski Financial
Iowa
$612K -$61.2K -870 -9%
KNW
12
Kesler Norman & Wride
Utah
$586K -$3.37M -47,902 -85%
CPC
13
Cookson Peirce & Co
Pennsylvania
$452K +$460K +6,539 New
TRCT
14
Tower Research Capital (TRC)
New York
$381K -$339K -4,817 -47%
PAG
15
Private Advisory Group
Washington
$280K +$284K +4,045 New
HI
16
Harper Investing
California
$261K -$390K -5,551 -60%
HCMG
17
Howard Capital Management Group
California
$234K -$58.4K -830 -20%
SS
18
Sunbelt Securities
Texas
$227K +$12.7K +180 +6%
BAAM
19
Baker Avenue Asset Management
California
$213K +$216K +3,075 New
SCA
20
Snowden Capital Advisors
New York
$209K +$212K +3,018 New
Osaic Holdings
21
Osaic Holdings
Arizona
$164K -$37.8K -538 -19%
EWA
22
EP Wealth Advisors
California
$107K +$109K +1,550 New
BAM
23
Belpointe Asset Management
Nevada
$48.5K +$49.4K +702 New
OIA
24
Optimum Investment Advisors
Illinois
$48.4K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$48K +$25.8K +367 +112%

IDGT Hedge Fund Activity: Q4 2022 in Review

35 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q4 2022, worth a combined $65.3M — up 18% from $55.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IDGT positions and 5 closed out — a net gain of 5 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $7.21M. The largest seller was Kesler Norman & Wride, cutting an estimated $3.37M.

  • 35 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q4 2022, up from 30 in Q3 2022.
  • Funds reported $65.3M of iShares US Digital Infrastructure and Real Estate ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 10 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q4 2022 and 5 closed out, a net change of +5 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q4 2022 was Bank of America, an estimated $7.21M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q4 2022 was Kesler Norman & Wride, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2022.