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iShares US Infrastructure ETF

332 hedge funds and large institutions have $1.45B invested in iShares US Infrastructure ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 82 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $212K | Put options by funds: $37K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

109% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 82

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $1.25B → $1.45B (+$196M)

5.28% more ownership

Funds ownership: 66.53%71.81% (+5.3%)

2% more funds holding

Funds holding: 325332 (+7)

Holders
332
Holders Change
+7
Holders Change %
+2.15%
% of All Funds
5.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
48
Increased
171
Reduced
82
Closed
35
Calls
$212K
Puts
$37K
Net Calls
+$175K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$8.59M +$373K +9,596 +4%
Stifel Financial
27
Stifel Financial
Missouri
$8.05M +$1.35M +34,712 +19%
AWM
28
AE Wealth Management
Kansas
$8.02M +$1.16M +29,856 +16%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$7.55M +$365K +9,397 +5%
LWP
30
Laurel Wealth Planning
Minnesota
$7.52M +$4.26M +109,562 +114%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$7.18M -$6.88K -177 -0.1%
Creative Planning
32
Creative Planning
Kansas
$7.13M -$193K -4,956 -2%
BC
33
Brio Consultants
California
$6.08M -$176K -4,522 -3%
FPGK
34
Financial Partners Group (Kansas)
Kansas
$6.07M -$210K -5,388 -3%
WP
35
WealthSource Partners
California
$5.91M +$149K +3,840 +2%
NA
36
NewEdge Advisors
Louisiana
$5.84M +$720K +18,517 +13%
OIA
37
OneDigital Investment Advisors
Kansas
$5.59M +$741K +19,065 +14%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$5.57M +$1.2M +30,898 +25%
AT
39
American Trust
Kentucky
$5.42M +$626K +16,101 +12%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5.39M -$341K -8,763 -6%
CCA
41
Column Capital Advisors
Indiana
$5.37M +$809K +20,799 +17%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$5.28M +$161K +4,139 +3%
UBS Group
43
UBS Group
Switzerland
$5.2M +$232K +5,965 +4%
AC
44
Avestar Capital
New York
$4.9M -$2.36M -60,729 -31%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$4.21M -$1.92M -49,375 -30%
SRWM
46
Shira Ridge Wealth Management
California
$4.16M +$187K +4,799 +4%
AT
47
Arden Trust
Delaware
$4.13M +$709K +18,245 +19%
AWS
48
Atria Wealth Solutions
New York
$4M +$79.1K +2,035 +2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.97M +$772K +19,867 +22%
HighTower Advisors
50
HighTower Advisors
Illinois
$3.88M -$1.54M -39,670 -27%