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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
LWP
51
Laurel Wealth Planning
Minnesota
$3.61M +$45.4K +1,202 +1%
Prudential Financial
52
Prudential Financial
New Jersey
$3.45M +$466K +12,329 +15%
AI
53
Atria Investments
North Carolina
$3.26M -$34.6K -917 -1%
PFA
54
Pettinga Financial Advisors
Indiana
$3.24M +$472K +12,490 +17%
FIA
55
Foundations Investment Advisors
Arizona
$3.02M -$3.59M -95,121 -54%
SA
56
Scarborough Advisors
Maryland
$2.96M -$95K -2,516 -3%
BTI
57
Blue Trust Inc
Georgia
$2.83M -$162K -4,277 -5%
SPIA
58
Steward Partners Investment Advisory
New York
$2.77M +$299K +7,906 +12%
ACA
59
Aspire Capital Advisors
Washington
$2.64M +$15.4K +409 +0.6%
HGWM
60
Horst & Graben Wealth Management
Oregon
$2.51M +$538K +14,240 +27%
NCM
61
Northwest Capital Management
Oregon
$2.49M +$69.9K +1,852 +3%
KPWS
62
Kestra Private Wealth Services
Texas
$2.39M +$233K +6,180 +11%
TWM
63
Trinity Wealth Management
Pennsylvania
$2.38M +$2.41M +63,710 New
PCA
64
Prosperity Capital Advisors
Ohio
$2.36M +$1.32M +35,074 +124%
AAS
65
Avantax Advisory Services
Texas
$2.35M +$150K +3,982 +7%
APW
66
Austin Private Wealth
Texas
$2.33M +$54.6K +1,447 +2%
CIAS
67
CFS Investment Advisory Services
New Jersey
$2.16M +$1.89K +50 +0.1%
MA
68
Mutual Advisors
Nebraska
$2.15M +$131K +3,480 +6%
HFA
69
High Falls Advisors
New York
$2.15M -$6.72K -178 -0.3%
WWG
70
West Wealth Group
California
$2.1M -$85.9K -2,274 -4%
LWM
71
Liberty Wealth Management
California
$2.09M +$2.12M +56,040 New
JSW
72
Journey Strategic Wealth
New Jersey
$2.09M +$487K +12,906 +30%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$2.08M +$1.68M +44,588 +398%
SWA
74
Stratos Wealth Advisors
Ohio
$2.07M +$1.32M +34,918 +170%
ASN
75
Advisory Services Network
Georgia
$2.07M +$167K +4,410 +9%
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