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iShares US Digital Infrastructure and Real Estate ETF
IDGT

25 hedge funds and large institutions have $19M invested in iShares US Digital Infrastructure and Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 45.65% → 45.28% (-0.37%)

4% less funds holding

Funds holding: 26 → 25 (-1)

21% less capital invested

Capital invested by funds: $24M → $19M (-$4.95M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.81M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$147K
3
TRCT
Tower Research Capital (TRC)
New York
+$136K
4
ASN
Advisory Services Network
Georgia
+$17.4K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.05M
2
UBS Group
UBS Group
Switzerland
-$1.64M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.54M
4
Goldman Sachs
Goldman Sachs
New York
-$1.02M
5
Citigroup
Citigroup
New York
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.93M -$3.05M -51,254 -36%
UBS Group
2
UBS Group
Switzerland
$2.63M -$1.64M -27,573 -40%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.41M +$1.81M +30,354 +441%
Goldman Sachs
4
Goldman Sachs
New York
$2.03M -$1.02M -17,089 -35%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.19M +$147K +2,465 +16%
Citadel Advisors
6
Citadel Advisors
Florida
$1.09M -$1.54M -25,784 -61%
Wells Fargo
7
Wells Fargo
California
$946K -$219K -3,670 -20%
LPL Financial
8
LPL Financial
California
$918K -$101K -1,695 -11%
TRCT
9
Tower Research Capital (TRC)
New York
$444K +$136K +2,278 +50%
Bank of America
10
Bank of America
North Carolina
$349K -$8.81K -148 -3%
KF
11
KKM Financial
Illinois
$291K +$268K +4,503 New
HCMG
12
Howard Capital Management Group
California
$214K -$2.02K -34 -1%
Citigroup
13
Citigroup
New York
$189K -$250K -4,202 -59%
MCM
14
Manchester Capital Management
Vermont
$110K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$86.9K -$59.3K -995 -43%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$43.9K – – –
Fidelity Investments
17
Fidelity Investments
Massachusetts
$36.8K – – –
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$36.7K -$13.8K -231 -29%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
OIA
20
Optimum Investment Advisors
Illinois
$25.9K -$17.9K -300 -43%
ASN
21
Advisory Services Network
Georgia
$18.9K +$17.4K +292 New
TF
22
Tompkins Financial
New York
$12.9K – – –
Comerica Bank
23
Comerica Bank
Texas
$9.51K – – –
CAL
24
Capital Analysts LLC
Pennsylvania
$9K – – –
AIC
25
Archer Investment Corporation
Indiana
$531 – – –
1
2

IDGT Hedge Fund Activity: Q4 2023 in Review

25 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q4 2023, worth a combined $19M — down 21% from $24M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IDGT and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 3 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.81M. The largest seller was Morgan Stanley, cutting an estimated $3.05M.

  • 25 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q4 2023, down from 26 in Q3 2023.
  • Funds reported $19M of iShares US Digital Infrastructure and Real Estate ETF stock for Q4 2023, down 21% quarter-over-quarter.
  • 2 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q4 2023 and 3 closed out, a net change of -1 holder.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.81M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q4 2023 was Morgan Stanley, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2023.