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iShares US Infrastructure ETF
IFRA

Overview Fund Activity

376 hedge funds and large institutions have $1.71B invested in iShares US Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 197 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+46
Holders Change %
+13.94%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
76
Increased
197
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$18.7M
3
Bank of America
3
Bank of America
North Carolina
$251M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$50.7M
5
UCFA
5
United Capital Financial Advisors
Texas
$9.77M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$41.3M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$8.99M
3
BlackRock
3
BlackRock
New York
$41.1M
4
WBG
4
Wharton Business Group
Pennsylvania
$33.4M
5
SLI
5
Sumitomo Life Insurance
Japan
$9.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
251
Focus Partners Wealth
Massachusetts
$311K +$311K +7,727 New
Brown Advisory
252
Brown Advisory
Maryland
$308K +$308K +7,655 New
LA
253
Lane & Associates
New Jersey
$308K +$42.7K +1,060 +16%
GWP
254
Gateway Wealth Partners
Wisconsin
$296K +$44.6K +1,108 +18%
BIG
255
Bush Investment Group
Georgia
$289K +$289K +7,475 New
GRP
256
Global Retirement Partners
California
$288K -$239K -6,186 -45%
ICP
257
Interchange Capital Partners
Pennsylvania
$285K +$7.11K +176 +3%
WP
258
WealthPLAN Partners
Nebraska
$281K +$281K +6,971 New
CRI
259
Commonwealth Retirement Investments
Virginia
$278K +$5.52K +137 +2%
PA
260
PFG Advisors
Arizona
$275K +$275K +6,839 New
FA
261
FDx Advisors
Illinois
$271K +$11K +273 +4%
WWP
262
WR Wealth Planners
Missouri
$268K -$7.01K -174 -3%
MWM
263
Mosley Wealth Management
California
$262K +$262K +6,501 New
VCP
264
Verus Capital Partners
Arizona
$262K +$262K +6,501 New
VPP
265
Vertex Planning Partners
Illinois
$261K +$261K +6,489 New
RSWM
266
Robertson Stephens Wealth Management
California
$258K +$6.28K +156 +2%
BW
267
BIP Wealth
Georgia
$255K – – –
TPWA
268
TRUE Private Wealth Advisors
Oregon
$245K -$16.6K -411 -6%
BSSFA
269
Baron Silver Stevens Financial Advisors
Florida
$241K +$403 +10 +0.2%
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$241K +$165K +4,069 +219%
SPC
271
Sigma Planning Corp
Michigan
$241K -$534K -13,254 -69%
BAM
272
Belpointe Asset Management
Nevada
$240K – – –
AA
273
Ancora Advisors
Ohio
$237K +$36.9K +917 +18%
D
274
Dentgroup
Louisiana
$235K -$89.9K -2,233 -28%
DADC
275
D.A. Davidson & Co
Montana
$226K +$226K +5,618 New
9 10
11
12 13