We are live on ! Find out more
IFRA icon

iShares US Infrastructure ETF

332 hedge funds and large institutions have $1.45B invested in iShares US Infrastructure ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 82 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $212K | Put options by funds: $37K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

109% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 82

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $1.25B → $1.45B (+$196M)

5.28% more ownership

Funds ownership: 66.53%71.81% (+5.3%)

2% more funds holding

Funds holding: 325332 (+7)

Holders
332
Holders Change
+7
Holders Change %
+2.15%
% of All Funds
5.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
48
Increased
171
Reduced
82
Closed
35
Calls
$212K
Puts
$37K
Net Calls
+$175K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
226
Venturi Wealth Management
Texas
$315K -$3.23K -83 -1%
JWCA
227
J.W. Cole Advisors
Florida
$300K +$318K +8,189 New
AFG
228
Atomi Financial Group
New York
$299K +$318K +8,167 New
D
229
Dentgroup
Louisiana
$296K +$32.2K +828 +11%
WIA
230
World Investment Advisors
California
$290K -$739 -19 -0.2%
CA
231
CoreCap Advisors
Michigan
$288K +$10.4K +267 +4%
HWM
232
HB Wealth Management
Georgia
$286K +$3.93K +101 +1%
RW
233
Regimen Wealth
Georgia
$282K -$15.6K -402 -5%
IA
234
IFG Advisory
Georgia
$281K +$298K +7,667 New
Comerica Bank
235
Comerica Bank
Texas
$268K +$285K +7,326 New
ICP
236
Interchange Capital Partners
Pennsylvania
$252K +$9.02K +232 +3%
SS
237
Simplicity Solutions
Minnesota
$251K +$58.5K +1,505 +28%
WWP
238
WR Wealth Planners
Missouri
$250K -$4.47K -115 -2%
CRI
239
Commonwealth Retirement Investments
Virginia
$248K +$6.34K +163 +2%
CAM
240
Concorde Asset Management
Michigan
$243K +$9.33K +240 +4%
LA
241
Lane & Associates
New Jersey
$241K +$256K +6,583 New
RFP
242
RCS Financial Planning
Maryland
$238K +$252K +6,472 New
TPWA
243
TRUE Private Wealth Advisors
Oregon
$238K +$253K +6,502 New
FA
244
FDx Advisors
Illinois
$236K -$25.1K -646 -9%
BW
245
BIP Wealth
Georgia
$232K
RSWM
246
Robertson Stephens Wealth Management
California
$230K +$243K +6,241 New
GWP
247
Gateway Wealth Partners
Wisconsin
$229K +$38.1K +981 +19%
SW
248
Simplicity Wealth
New Jersey
$220K +$25.2K +647 +12%
BSSFA
249
Baron Silver Stevens Financial Advisors
Florida
$218K +$428 +11 +0.2%
BAM
250
Belpointe Asset Management
Nevada
$218K +$232K +5,963 New