We are live on ! Find out more
IDGT icon

iShares US Digital Infrastructure and Real Estate ETF

38 hedge funds and large institutions have $70.1M invested in iShares US Digital Infrastructure and Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

205% more capital invested

Capital invested by funds: $23M → $70.1M (+$47.1M)

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

36% more funds holding

Funds holding: 2838 (+10)

16.35% more ownership

Funds ownership: 41.7%58.05% (+16%)

Holders
38
Holders Change
+10
Holders Change %
+35.71%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
10
Reduced
4
Closed
5
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
B
1
Bensler
Washington
$21.5M +$21.5M +267,016 New
AWM
2
Aprio Wealth Management
Georgia
$10.7M +$1.96M +24,324 +22%
AC
3
Avestar Capital
New York
$6.57M +$6.57M +81,505 New
Goldman Sachs
4
Goldman Sachs
New York
$5.13M +$2.83M +35,088 +123%
Raymond James Financial
5
Raymond James Financial
Florida
$4.26M +$4.26M +52,825 New
BIP
6
Blueprint Investment Partners
North Carolina
$3.38M +$3.38M +41,954 New
LRWA
7
Long Run Wealth Advisors
New York
$3.37M +$3.37M +41,870 New
LPL Financial
8
LPL Financial
California
$3.15M +$552K +6,856 +21%
Citadel Advisors
9
Citadel Advisors
Florida
$2.92M +$1.91M +23,743 +189%
Jane Street
10
Jane Street
New York
$2.62M +$2.62M +32,512 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.33M +$1.33M +16,461 New
Morgan Stanley
12
Morgan Stanley
New York
$1.22M -$200K -2,488 -14%
UBS Group
13
UBS Group
Switzerland
$813K +$320K +3,974 +65%
FHA
14
Flagship Harbor Advisors
Massachusetts
$453K +$453K +5,620 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$386K +$386K +4,791 New
Bank of America
16
Bank of America
North Carolina
$374K +$5.64K +70 +2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$361K -$594K -7,377 -62%
WANY
18
Wealthspire Advisors (New York)
New York
$336K +$336K +4,168 New
Jones Financial Companies
19
Jones Financial Companies
Missouri
$263K +$111K +1,373 +72%
HCMG
20
Howard Capital Management Group
California
$213K -$28.3K -351 -12%
MCM
21
Manchester Capital Management
Vermont
$181K +$44.3K +550 +32%
Osaic Holdings
22
Osaic Holdings
Arizona
$145K
EWA
23
EP Wealth Advisors
California
$109K
ACA
24
Aptus Capital Advisors
Alabama
$74.8K +$74.8K +928 New
Citigroup
25
Citigroup
New York
$57.8K +$81 +1 +0.1%

IDGT Hedge Fund Activity: Q4 2024 in Review

38 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q4 2024, worth a combined $70.1M — up 205% from $23M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IDGT positions and 5 closed out — a net gain of 12 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Bensler, opening a new position worth an estimated $21.5M. The largest seller was Susquehanna International Group, cutting an estimated $594K.

  • 38 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q4 2024, up from 28 in Q3 2024.
  • Funds reported $70.1M of iShares US Digital Infrastructure and Real Estate ETF stock for Q4 2024, up 205% quarter-over-quarter.
  • 17 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q4 2024 was Bensler, an estimated $21.5M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q4 2024 was Susquehanna International Group, an estimated $594K sold.

Based on aggregated 13F filings for Q4 2024.