IFRA icon

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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$41.3M
2
AWMS
Advocacy Wealth Management Services
Georgia
$8.99M
3
BlackRock
BlackRock
New York
$41.1M
4
WBG
Wharton Business Group
Pennsylvania
$33.4M
5
SLI
Sumitomo Life Insurance
Japan
$9.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
326
Cape Investment Advisory
Georgia
$26K +$4.67K +116 +22%
BBPWM
327
Blue Bell Private Wealth Management
Pennsylvania
$25.2K +$9.67K +240 +62%
CAS
328
Coppell Advisory Solutions
Texas
$21.2K +$21.2K +527 New
AWM
329
Avior Wealth Management
Nebraska
$19.6K -$1.69K -42 -8%
ADL
330
Asset Dedication LLC
California
$18K – – –
NSIM
331
North Star Investment Management
Illinois
$16.7K – – –
HIA
332
Harbor Investment Advisory
Maryland
$13K -$927 -23 -7%
HGERS
333
Householder Group Estate & Retirement Specialist
Arizona
$12K – – –
CWC
334
Carolinas Wealth Consulting
North Carolina
$11.7K – – –
PCFFS
335
Pacific Center for Financial Services
California
$11.4K +$121 +3 +1%
PFM
336
Phillips Financial Management
Indiana
$8.86K +$1.17K +29 +15%
JFA
337
JNBA Financial Advisors
Minnesota
$8.54K +$81 +2 +1%
CIAS
338
Capital Investment Advisory Services
North Carolina
$8.05K +$4.03K +100 +100%
CWM
339
Cedar Wealth Management
California
$8.05K +$8.05K +200 New
PPC
340
Park Place Capital
Alabama
$7.69K -$1.57K -39 -17%
VWWMG
341
Vermillion & White Wealth Management Group
Pennsylvania
$7.53K +$7.53K +187 New
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$7.01K +$5.68K +141 +427%
IHWM
343
Iron Horse Wealth Management
Iowa
$6.65K – – –
HR
344
Howe & Rusling
New York
$6.23K +$6.23K +155 New
EW
345
Element Wealth
Mississippi
$5.88K – – –
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$5.88K +$40 +1 +0.7%
JWM
347
Janiczek Wealth Management
Colorado
$4.88K +$40 +1 +0.8%
AEPWM
348
Atlantic Edge Private Wealth Management
Florida
$4.03K +$4.03K +100 New
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$3.54K – – –
EBA
350
Eagle Bay Advisors
New York
$3.26K -$1.01K -25 -24%
12 13
14
15 16