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iShares US Digital Infrastructure and Real Estate ETF

55 hedge funds and large institutions have $67.6M invested in iShares US Digital Infrastructure and Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $60.5M → $67.6M (+$7.04M)

10% more funds holding

Funds holding: 5055 (+5)

1.63% more ownership

Funds ownership: 48.13%49.75% (+1.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $298K

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
7
Closed
5
Calls
Puts
$298K
Net Calls
-$298K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Aprio Wealth Management
Georgia
$14.6M +$703K +8,066 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$7.77M +$4.71M +54,008 +144%
LPL Financial
3
LPL Financial
California
$7.62M +$1.23M +14,164 +19%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$4.38M +$626K +7,179 +16%
LRWA
5
Long Run Wealth Advisors
New York
$3.89M +$65.1K +747 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.82M +$479K +5,492 +14%
MML Investors Services
7
MML Investors Services
Massachusetts
$3.54M +$777K +8,909 +27%
Bank of America
8
Bank of America
North Carolina
$3.1M +$838K +9,608 +36%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.75M +$243K +2,788 +9%
Citadel Advisors
10
Citadel Advisors
Florida
$2.59M -$833K -9,561 -24%
Goldman Sachs
11
Goldman Sachs
New York
$2.43M -$188K -2,155 -7%
Morgan Stanley
12
Morgan Stanley
New York
$1.31M +$31.2K +358 +2%
UBS Group
13
UBS Group
Switzerland
$1.26M -$226K -2,587 -15%
KF
14
Krilogy Financial
Missouri
$1.03M -$214K -2,459 -17%
IWM
15
IHT Wealth Management
Illinois
$928K +$895K +10,262 New
CCA
16
Cora Capital Advisors
New Jersey
$887K +$28.2K +324 +3%
FHA
17
Flagship Harbor Advisors
Massachusetts
$703K +$13.1K +150 +2%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$674K +$213K +2,442 +44%
PA
19
Parallel Advisors
California
$490K +$3.49K +40 +0.7%
Truist Financial
20
Truist Financial
North Carolina
$458K +$52.2K +599 +13%
Osaic Holdings
21
Osaic Holdings
Arizona
$440K +$31.3K +359 +7%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$382K -$22.7K -260 -5%
GS
23
GTS Securities
New York
$304K -$1M -11,484 -76%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$256K
WANY
25
Wealthspire Advisors (New York)
New York
$253K -$104K -1,191 -29%

IDGT Hedge Fund Activity: Q4 2025 in Review

55 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q4 2025, worth a combined $67.6M — up 12% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IDGT positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.71M. The largest seller was GTS Securities, cutting an estimated $1M.

  • 55 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q4 2025, up from 50 in Q3 2025.
  • Funds reported $67.6M of iShares US Digital Infrastructure and Real Estate ETF stock for Q4 2025, up 12% quarter-over-quarter.
  • 10 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q4 2025 and 5 closed out, a net change of +5 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q4 2025 was Raymond James Financial, an estimated $4.71M added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q4 2025 was GTS Securities, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2025.