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iShares US Infrastructure ETF

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: 329339 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EH
151
Equitable Holdings
New York
$726K +$136K +3,607 +23%
Legacy Financial Group (Iowa)
152
Legacy Financial Group (Iowa)
Iowa
$720K -$406K -10,738 -36%
APWM
153
Atlas Private Wealth Management
New York
$720K +$2.87K +76 +0.4%
KWM
154
Keebeck Wealth Management
Illinois
$718K +$227 +6 +0%
TWA
155
TCI Wealth Advisors
Arizona
$704K -$106K -2,800 -13%
SWM
156
Scissortail Wealth Management
Oklahoma
$703K -$17K -451 -2%
NAS
157
NWF Advisory Services
California
$674K +$651K +17,235 New
PWM
158
Perigon Wealth Management
California
$657K +$4.87K +129 +0.7%
WRPWM
159
Werba Rubin Papier Wealth Management
California
$652K -$58.7K -1,554 -8%
SPAS
160
Spectrum Planning & Advisory Services
California
$652K +$218K +5,766 +49%
SPC
161
Sigma Planning Corp
Michigan
$648K -$111K -2,948 -15%
WAS
162
Wealth Advisory Solutions
Indiana
$639K +$83.8K +2,218 +15%
Goldman Sachs
163
Goldman Sachs
New York
$632K -$3.14M -83,041 -83%
MW
164
MBL Wealth
North Carolina
$622K +$31.3K +830 +5%
FFA
165
Farther Finance Advisors
California
$621K +$56.9K +1,507 +10%
ACG
166
Allen Capital Group
Nebraska
$610K +$618K +16,352 New
4WM
167
4J Wealth Management
Virginia
$610K +$14.9K +395 +2%
RIA
168
Regal Investment Advisors
Michigan
$605K -$4.12K -109 -0.7%
BWM
169
Baystate Wealth Management
Massachusetts
$597K +$68.1K +1,804 +13%
SWM
170
Spire Wealth Management
Virginia
$590K +$260K +6,872 +77%
CL
171
Choreo LLC
Illinois
$573K +$580K +15,348 New
FWP
172
Firethorn Wealth Partners
Georgia
$554K +$8.54K +226 +2%
SWM
173
SigFig Wealth Management
California
$529K +$12.5K +331 +2%
NL
174
NWAM LLC
Washington
$525K +$49.9K +1,320 +10%
CAG
175
Csenge Advisory Group
Florida
$523K +$54.3K +1,438 +11%