We are live on ! Find out more
IFRA icon

iShares US Infrastructure ETF
IFRA

286 hedge funds and large institutions have $1.15B invested in iShares US Infrastructure ETF in 2022 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 78 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,038% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 13

398% more capital invested

Capital invested by funds: $232M → $1.15B (+$922M)

160% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 30

89% more funds holding

Funds holding: 151 → 286 (+135)

41.45% more ownership

Funds ownership: 26.22% → 67.67% (+41%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
286
Holders Change
+135
Holders Change %
+89.4%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
148
Increased
78
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$361M
2
LPL Financial
LPL Financial
California
+$64.8M
3
Morgan Stanley
Morgan Stanley
New York
+$50.8M
4
BlackRock
BlackRock
New York
+$49.4M
5
Bank of America
Bank of America
North Carolina
+$43.8M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$4.25M
2
OMC
Old Mission Capital
Illinois
-$2.39M
3
Truist Financial
Truist Financial
North Carolina
-$1.8M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$1.58M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
51
Patton Albertson Miller Group
Tennessee
$2.73M +$2.96M +80,117 New
HFA
52
High Falls Advisors
New York
$2.73M +$2.96M +80,072 New
LWA
53
Lineweaver Wealth Advisors
Ohio
$2.49M +$2.7M +73,250 New
SPIA
54
Steward Partners Investment Advisory
New York
$2.47M -$200K -5,412 -7%
SA
55
Scarborough Advisors
Maryland
$2.47M +$2.68M +72,518 New
IWP
56
Icon Wealth Partners
Texas
$2.47M +$2.68M +72,501 New
SHJ
57
Sharkey, Howes & Javer
Colorado
$2.46M +$2.67M +72,376 New
SW
58
SteelPeak Wealth
California
$2.41M +$2.61M +70,816 New
KPWS
59
Kestra Private Wealth Services
Texas
$2.35M +$57K +1,545 +2%
APW
60
Austin Private Wealth
Texas
$2.34M +$2.54M +68,803 New
Creative Planning
61
Creative Planning
Kansas
$2.34M +$1.65M +44,696 +186%
Prudential Financial
62
Prudential Financial
New Jersey
$2.29M +$2.49M +67,571 New
MFS
63
Mirabella Financial Services
United Kingdom
$2.29M +$55.5K +1,502 +2%
Truist Financial
64
Truist Financial
North Carolina
$2.27M -$1.8M -48,875 -42%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$2.14M +$235K +6,372 +11%
SFS
66
Security Financial Services
Indiana
$2.11M +$2.29M +61,958 New
BIS
67
BG Investment Services
Guam
$2.09M +$139K +3,766 +7%
BRWA
68
B. Riley Wealth Advisors
Florida
$2.05M +$1.98M +53,690 +834%
ACA
69
Aspire Capital Advisors
Washington
$2.01M +$2.18M +59,136 New
ASN
70
Advisory Services Network
Georgia
$1.97M +$1.48M +40,181 +228%
HPC
71
Hobart Private Capital
North Carolina
$1.96M +$2.13M +57,576 New
MFG
72
Merit Financial Group
Georgia
$1.87M +$2.02M +54,821 New
AAS
73
Avantax Advisory Services
Texas
$1.86M +$1.22M +33,027 +154%
BAM
74
Belpointe Asset Management
Nevada
$1.83M +$300K +8,133 +18%
OWA
75
One Wealth Advisors
California
$1.81M +$1.96M +53,154 New
1 2
3
4 5