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iShares US Infrastructure ETF

379 hedge funds and large institutions have $1.71B invested in iShares US Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

148% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 80

18% more capital invested

Capital invested by funds: $1.45B → $1.71B (+$260M)

14% more funds holding

Funds holding: 332379 (+47)

4.24% more ownership

Funds ownership: 71.81%76.05% (+4.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
379
Holders Change
+47
Holders Change %
+14.16%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
77
Increased
198
Reduced
80
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
251
HB Wealth Management
Georgia
$319K +$4.02K +108 +1%
KWA
252
Kingswood Wealth Advisors
California
$319K +$295K +7,912 New
Focus Partners Wealth
253
Focus Partners Wealth
Massachusetts
$311K +$288K +7,727 New
Brown Advisory
254
Brown Advisory
Maryland
$308K +$285K +7,655 New
LA
255
Lane & Associates
New Jersey
$308K +$39.5K +1,060 +16%
GWP
256
Gateway Wealth Partners
Wisconsin
$296K +$41.3K +1,108 +18%
BIG
257
Bush Investment Group
Georgia
$289K +$278K +7,475 New
GRP
258
Global Retirement Partners
California
$288K -$230K -6,186 -45%
ICP
259
Interchange Capital Partners
Pennsylvania
$285K +$6.55K +176 +3%
WP
260
WealthPLAN Partners
Nebraska
$281K +$260K +6,971 New
CRI
261
Commonwealth Retirement Investments
Virginia
$278K +$5.1K +137 +2%
PA
262
PFG Advisors
Arizona
$275K +$255K +6,839 New
FA
263
FDx Advisors
Illinois
$271K +$10.2K +273 +4%
WWP
264
WR Wealth Planners
Missouri
$268K -$6.48K -174 -3%
MWM
265
Mosley Wealth Management
California
$262K +$242K +6,501 New
VCP
266
Verus Capital Partners
Arizona
$262K +$242K +6,501 New
VPP
267
Vertex Planning Partners
Illinois
$261K +$242K +6,489 New
RSWM
268
Robertson Stephens Wealth Management
California
$258K +$5.81K +156 +2%
BW
269
BIP Wealth
Georgia
$255K
EWA
270
Emergent Wealth Advisors
New York
$250K +$231K +6,201 New
TPWA
271
TRUE Private Wealth Advisors
Oregon
$245K -$15.3K -411 -6%
BSSFA
272
Baron Silver Stevens Financial Advisors
Florida
$241K +$372 +10 +0.2%
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$241K +$152K +4,069 +219%
SPC
274
Sigma Planning Corp
Michigan
$241K -$494K -13,254 -69%
BAM
275
Belpointe Asset Management
Nevada
$240K