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iShares US Infrastructure ETF
IFRA

339 hedge funds and large institutions have $1.19B invested in iShares US Infrastructure ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 166 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,150% more call options, than puts

Call options by funds: $250K | Put options by funds: $4K

68% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 99

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

3% more funds holding

Funds holding: 329 → 339 (+10)

1.61% more ownership

Funds ownership: 64.09% → 65.7% (+1.6%)

14% less capital invested

Capital invested by funds: $1.39B → $1.19B (-$202M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
339
Holders Change
+10
Holders Change %
+3.04%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
44
Increased
166
Reduced
99
Closed
28
Calls
$250K
Puts
$4K
Net Calls
+$246K
Net Calls Change
+$181K

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$25.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.18M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.13M
4
LPL Financial
LPL Financial
California
+$2.96M
5
AWMS
Advocacy Wealth Management Services
Georgia
+$2.88M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$11.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.45M
3
KAS
Kestra Advisory Services
Texas
-$3.65M
4
FIA
Foundations Investment Advisors
Arizona
-$3.59M
5
Goldman Sachs
Goldman Sachs
New York
-$3.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
326
Ahrens Investment Partners
Louisiana
$1.87K +$1.89K +50 New
HNB
327
Huntington National Bank
Ohio
$1.68K – – –
TF
328
Tompkins Financial
New York
$1.64K +$1.66K +44 New
FFL
329
Financial Freedom LLC
Ohio
$1.63K +$38 +1 +2%
TAM
330
Tucker Asset Management
Colorado
$1.38K +$1.25K +33 +825%
AWM
331
Accel Wealth Management
Iowa
$1.34K – – –
BCMLT
332
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.31K – – –
ACA
333
Aptus Capital Advisors
Alabama
$1.04K -$3.48K -92 -77%
FGAM
334
Financial Gravity Asset Management
Texas
$838 +$854K +22,607 New
BHWM
335
Beaird Harris Wealth Management
Texas
$724 – – –
SCA
336
Stonebridge Capital Advisors
Minnesota
$560 +$567 +15 New
MAWA
337
Moss Adams Wealth Advisors
Washington
$374 +$378 +10 New
AWM
338
AllSquare Wealth Management
New York
$187 +$189 +5 New
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$37 -$604 -16 -94%
RFG
340
RFP Financial Group
Georgia
$28 – – –
SA
341
Stewardship Advisors
Pennsylvania
– -$2.5M -69,052 Closed
BWP
342
Bernardo Wealth Planning
Pennsylvania
– -$2.06M -56,899 Closed
TSA
343
Tri-Star Advisors
Texas
– -$1.22M -31,938 Closed
HPC
344
Hobart Private Capital
North Carolina
– -$1.11M -30,568 Closed
MFS
345
Mirabella Financial Services
United Kingdom
– -$1.03M -28,307 Closed
CM
346
Crestline Management
Texas
– -$476K -13,135 Closed
SSA
347
Schonfeld Strategic Advisors
New York
– -$428K -11,800 Closed
FAIM
348
Financial Advocates Investment Management
Washington
– -$1.27M -11,592 Closed
SIAG
349
Safeguard Investment Advisory Group
California
– -$313K -8,641 Closed
WIM
350
WealthPlan Investment Management
Nebraska
– -$232K -5,966 Closed
11 12 13
14
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