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iShares US Digital Infrastructure and Real Estate ETF
IDGT

Overview Fund Activity

23 hedge funds and large institutions have $14.6M invested in iShares US Digital Infrastructure and Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
10
Closed
3
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$3.6M
2
UBS Group
UBS Group
Switzerland
$3.59M
3
LPL Financial
LPL Financial
California
$1.06M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$71K
5
CA
Continuum Advisory
Idaho
$3.4K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.39M
2
Wells Fargo
Wells Fargo
California
$21.7K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$586K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.09M
5
Citadel Advisors
Citadel Advisors
Florida
$858K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$3.6M +$1.34M +18,518 +59%
UBS Group
2
UBS Group
Switzerland
$3.59M +$657K +9,112 +22%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.09M -$596K -8,264 -22%
Morgan Stanley
4
Morgan Stanley
New York
$1.39M -$5.22M -72,361 -79%
LPL Financial
5
LPL Financial
California
$1.06M +$31K +429 +3%
Citadel Advisors
6
Citadel Advisors
Florida
$858K -$353K -4,887 -29%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$586K -$739K -10,233 -56%
Bank of America
8
Bank of America
North Carolina
$363K -$26.6K -369 -7%
TRCT
9
Tower Research Capital (TRC)
New York
$309K -$186K -2,577 -38%
HCMG
10
Howard Capital Management Group
California
$239K – – –
MCM
11
Manchester Capital Management
Vermont
$123K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$76.6K -$20.4K -282 -21%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$71K +$29.3K +394 +70%
Citigroup
14
Citigroup
New York
$57.2K -$153K -2,127 -73%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$49K – – –
Fidelity Investments
16
Fidelity Investments
Massachusetts
$41.1K – – –
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
Wells Fargo
18
Wells Fargo
California
$21.7K -$1.03M -14,321 -98%
OIA
19
Optimum Investment Advisors
Illinois
$14.4K -$14.4K -200 -50%
TF
20
Tompkins Financial
New York
$14.4K – – –
CAL
21
Capital Analysts LLC
Pennsylvania
$10K – – –
CA
22
Continuum Advisory
Idaho
$3.4K +$3.4K +50 New
AIC
23
Archer Investment Corporation
Indiana
$593 – – –
KF
24
KKM Financial
Illinois
– -$291K -4,503 Closed
ASN
25
Advisory Services Network
Georgia
– -$18.9K -292 Closed
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