We are live on ! Find out more
IFRA icon

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
CAN
26
Cetera Advisor Networks
California
$10.3M +$62.9K +1,688 +0.7%
Stifel Financial
27
Stifel Financial
Missouri
$10.1M +$1.19M +31,824 +14%
AWM
28
AE Wealth Management
Kansas
$9.79M +$1.23M +32,901 +15%
UCFA
29
United Capital Financial Advisors
Texas
$9.77M +$8.67M +232,877 +2,418%
SLI
30
Sumitomo Life Insurance
Japan
$9.22M -$7.04M -189,000 -45%
Creative Planning
31
Creative Planning
Kansas
$9.22M +$1.27M +34,066 +17%
AWMS
32
Advocacy Wealth Management Services
Georgia
$8.99M -$15.7M -420,329 -65%
LWP
33
Laurel Wealth Planning
Minnesota
$8.45M +$163K +4,367 +2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$7.92M +$14K +375 +0.2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$7.61M -$639K -17,150 -8%
WMR
36
Wealth Management Resources
Rhode Island
$7.54M +$6.98M +187,328 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$7.38M +$1.34M +36,000 +24%
NA
38
NewEdge Advisors
Louisiana
$7.21M +$799K +21,449 +13%
BC
39
Brio Consultants
California
$6.81M +$108K +2,899 +2%
OIA
40
OneDigital Investment Advisors
Kansas
$6.81M +$609K +16,346 +11%
FPGK
41
Financial Partners Group (Kansas)
Kansas
$6.52M -$320K -8,591 -5%
WP
42
WealthSource Partners
California
$6.03M -$437K -11,748 -7%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$6.01M +$209K +5,607 +4%
UBS Group
44
UBS Group
Switzerland
$5.82M +$95.7K +2,571 +2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$5.79M -$314K -8,424 -6%
HighTower Advisors
46
HighTower Advisors
Illinois
$5.27M +$922K +24,770 +23%
AT
47
Arden Trust
Delaware
$5.24M +$635K +17,043 +15%
RJA
48
Raymond James & Associates
Florida
$5.07M +$1.22M +32,747 +35%
FIA
49
Foundations Investment Advisors
Arizona
$4.95M +$823K +22,102 +21%
AWS
50
Atria Wealth Solutions
New York
$4.81M +$405K +10,866 +10%