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iShares US Infrastructure ETF

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: 151286 (+135)

41.45% more ownership

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

33% less funds holding in top 10

Funds holding in top 10: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
APWM
151
Atlas Private Wealth Management
New York
$602K +$653K +17,679 New
PWMG
152
Provence Wealth Management Group
California
$591K +$641K +17,351 New
Bank Julius Baer & Co
153
Bank Julius Baer & Co
Switzerland
$588K
FWP
154
Firethorn Wealth Partners
Georgia
$581K +$574K +15,559 New
BHWM
155
Bay Harbor Wealth Management
Maryland
$571K +$620K +16,779 New
MYIA
156
Mount Yale Investment Advisors
Colorado
$564K +$612K +16,573 New
CLOS
157
Compagnie Lombard Odier SCmA
Switzerland
$545K +$591K +16,000 New
BWM
158
Baystate Wealth Management
Massachusetts
$535K +$573K +15,532 +8,581%
KWS
159
Keystone Wealth Services
California
$532K +$577K +15,634 New
4WM
160
4J Wealth Management
Virginia
$531K +$576K +15,587 New
IWA
161
Intercontinental Wealth Advisors
Texas
$515K +$101K +2,747 +22%
NCM
162
Northwest Capital Management
Oregon
$514K +$557K +15,089 New
KFS
163
Kelly Financial Services
Massachusetts
$499K +$541K +14,662 New
AF
164
Advisornet Financial
Minnesota
$497K +$539K +14,600 New
GIA
165
Gladstone Institutional Advisory
Florida
$494K -$20.6K -557 -4%
USCWA
166
U.S. Capital Wealth Advisors
Texas
$493K +$68K +1,842 +15%
MIAN
167
Mariner Independent Advisor Network
Kansas
$477K +$518K +14,018 New
MW
168
MBL Wealth
North Carolina
$476K +$11.3K +305 +2%
AWE
169
Avidian Wealth Enterprises
Texas
$462K +$501K +13,559 New
JMPWA
170
JP Morgan Private Wealth Advisors
California
$457K +$25.5K +691 +5%
MFA
171
Mayflower Financial Advisors
Massachusetts
$455K +$494K +13,369 New
FP
172
Financial Perspectives
Minnesota
$454K
E
173
ETFidea
New York
$451K -$7.97K -216 -2%
WEG
174
World Equity Group
Illinois
$444K +$482K +13,046 New
Baird Financial Group
175
Baird Financial Group
Wisconsin
$442K +$480K +12,998 New