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iShares US Infrastructure ETF
IFRA

Overview Fund Activity

401 hedge funds and large institutions have $1.72B invested in iShares US Infrastructure ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 192 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+13
Holders Change %
+3.35%
% of All Funds
5.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
50
Increased
192
Reduced
127
Closed
31
Calls
$943K
Puts
$21K
Net Calls
+$922K
Net Calls Change
+$12K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$80.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$291M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.6M
4
OIA
OneDigital Investment Advisors
Kansas
$13.9M
5
AIA
Alera Investment Advisors
Illinois
$4.9M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
$7.33M
2
PAMG
Patton Albertson Miller Group
Tennessee
$4.14M
3
AA
AlphaQ Advisors
Florida
$0
4
Wells Fargo
Wells Fargo
California
$17.2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
276
WealthGarden F.S.
California
$263K +$263K +6,246 New
CRI
277
Commonwealth Retirement Investments
Virginia
$250K +$14K +332 +6%
AWM
278
Able Wealth Management
New Jersey
$247K -$121K -2,864 -33%
DADC
279
D.A. Davidson & Co
Montana
$246K +$6.36K +151 +3%
AWM
280
Axxcess Wealth Management
California
$245K +$245K +5,805 New
CCFM
281
Clear Creek Financial Management
Washington
$243K -$42 -1 -0%
WAM
282
WNY Asset Management
New York
$237K -$6.28K -149 -3%
William Blair & Company
283
William Blair & Company
Illinois
$232K -$11.3K -269 -5%
SWM
284
Spire Wealth Management
Virginia
$227K -$563K -13,358 -71%
SPI
285
Sutton Place Investors
New York
$225K +$13.6K +322 +6%
MGWM
286
Marks Group Wealth Management
Minnesota
$222K -$12K -286 -5%
ICP
287
Interchange Capital Partners
Pennsylvania
$222K +$1.39K +33 +0.6%
RIM
288
Redwood Investment Management
Arizona
$221K -$380 -9 -0.2%
SFP
289
Strategic Financial Partners
Oregon
$220K -$46K -1,091 -17%
TPWA
290
TRUE Private Wealth Advisors
Oregon
$218K -$21.8K -517 -9%
PIMG
291
Patriot Investment Management Group
Tennessee
$218K +$84 +2 +0%
O3W
292
Omni 360 Wealth
New Jersey
$218K +$13.5K +320 +7%
MC
293
McCarthy & Cox
Ohio
$212K +$42 +1 +0%
PJSIMP
294
P.J. Schmidt Investment Management (PJS)
Wisconsin
$210K – – –
WWM
295
Western Wealth Management
Colorado
$208K +$2.27K +54 +1%
CFD
296
Creative Financial Designs
Indiana
$207K -$4.68K -111 -2%
KWS
297
Keystone Wealth Services
California
$207K +$84 +2 +0%
BCA
298
Bay Colony Advisors
Massachusetts
$205K +$205K +4,862 New
CPL
299
CAP Partners LLC
Tennessee
$203K +$203K +4,813 New
MA
300
MKT Advisors
California
$201K +$201K +4,828 New
10 11
12
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