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iShares US Digital Infrastructure and Real Estate ETF

26 hedge funds and large institutions have $31M invested in iShares US Digital Infrastructure and Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-6
Holders Change %
-18.75%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.1M -$1.67M -23,714 -12%
UBS Group
2
UBS Group
Switzerland
$5.2M -$288K -4,087 -5%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.14M +$1.29M +18,367 +70%
Goldman Sachs
4
Goldman Sachs
New York
$3.02M -$1.57M -22,266 -34%
EE
5
EWG Elevate
California
$2.38M +$2.38M +33,800 New
Wells Fargo
6
Wells Fargo
California
$1.53M -$185K -2,620 -11%
LPL Financial
7
LPL Financial
California
$1.2M -$382K -5,420 -24%
Citigroup
8
Citigroup
New York
$569K -$194K -2,758 -25%
Bank of America
9
Bank of America
North Carolina
$532K -$22.3M -317,048 -98%
KNW
10
Kesler Norman & Wride
Utah
$291K -$9.73K -138 -3%
HCMG
11
Howard Capital Management Group
California
$239K
TRCT
12
Tower Research Capital (TRC)
New York
$224K -$254K -3,601 -53%
Osaic Holdings
13
Osaic Holdings
Arizona
$158K -$15.1K -214 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$115K -$1.34M -18,877 -92%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$73.5K +$73.5K +1,043 New
CA
16
Centerpoint Advisors
Massachusetts
$53K
OIA
17
Optimum Investment Advisors
Illinois
$49.3K
ACA
18
Aptus Capital Advisors
Alabama
$42.3K
Fidelity Investments
19
Fidelity Investments
Massachusetts
$40.5K -$212 -3 -0.5%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$39.8K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$31K
TF
22
Tompkins Financial
New York
$21.1K
CAL
23
Capital Analysts LLC
Pennsylvania
$10K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.76K +$1.76K +25 New
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$1.48K