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iShares US Infrastructure ETF
IFRA

Overview Fund Activity

323 hedge funds and large institutions have $1.25B invested in iShares US Infrastructure ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 91 reducing their positions, and 41 closing their positions.

Holders
323
Holders Change
-14
Holders Change %
-4.15%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
169
Reduced
91
Closed
41
Calls
$246K
Puts
$12K
Net Calls
+$234K
Net Calls Change
-$12K

Top Buyers

1
SLI
1
Sumitomo Life Insurance
Japan
$15.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$294M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$35.6M
4
Ameriprise
4
Ameriprise
Minnesota
$16.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$32.6M

Top Sellers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$0
2
MCC
2
Money Concepts Capital
Florida
$1.83M
3
BC
3
Brio Consultants
California
$6.67M
4
ACA
4
Aspire Capital Advisors
Washington
$0
5
BAM
5
Belpointe Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
151
Perigon Wealth Management
California
$729K +$41.1K +1,052 +6%
LWM
152
Laidlaw Wealth Management
New York
$729K -$58.5K -1,497 -7%
AR
153
Apeiron RIA
Texas
$725K -$195K -4,999 -21%
APWM
154
Atlas Private Wealth Management
New York
$723K -$30.6K -783 -4%
BWM
155
Baystate Wealth Management
Massachusetts
$719K +$94.4K +2,415 +15%
SPAS
156
Spectrum Planning & Advisory Services
California
$689K +$3.57K +91 +0.5%
FFA
157
Farther Finance Advisors
California
$688K +$37.5K +960 +6%
SWM
158
Spire Wealth Management
Virginia
$682K +$63.5K +1,626 +10%
WAS
159
Wealth Advisory Solutions
Indiana
$669K – – –
AG
160
Ascent Group
Virginia
$668K +$136K +3,437 +25%
IA
161
IFP Advisors
Florida
$655K +$37K +947 +6%
DI
162
DFPG Investments
Utah
$644K +$222K +5,554 +53%
WRPWM
163
Werba Rubin Papier Wealth Management
California
$640K -$42.8K -1,095 -6%
ACG
164
Allen Capital Group
Nebraska
$639K – – –
4WM
165
4J Wealth Management
Virginia
$633K -$5.94K -152 -0.9%
CL
166
Choreo LLC
Illinois
$623K +$23.5K +602 +4%
PFS
167
Prospera Financial Services
Texas
$623K +$126K +3,218 +25%
WWA
168
WCG Wealth Advisors
Nevada
$598K +$598K +15,297 New
SWM
169
SigFig Wealth Management
California
$586K +$34.5K +887 +6%
BWM
170
BlackDiamond Wealth Management
New York
$584K +$16.4K +407 +3%
FWP
171
Firethorn Wealth Partners
Georgia
$577K -$5.98K -153 -1%
MYIA
172
Mount Yale Investment Advisors
Colorado
$562K +$30K +768 +6%
WEG
173
World Equity Group
Illinois
$557K -$970K -24,829 -64%
FRA
174
FFG Retirement Advisors
Colorado
$548K +$234 +6 +0%
IWM
175
IHT Wealth Management
Illinois
$547K +$326K +8,346 +148%
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7
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