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iShares US Infrastructure ETF

325 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, 170 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,950% more call options, than puts

Call options by funds: $246K | Put options by funds: $12K

87% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 91

5% more capital invested

Capital invested by funds: $1.19B → $1.25B (+$64.7M)

0.84% more ownership

Funds ownership: 65.7%66.53% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 339325 (-14)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

Holders
325
Holders Change
-14
Holders Change %
-4.13%
% of All Funds
5.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
170
Reduced
91
Closed
41
Calls
$246K
Puts
$12K
Net Calls
+$234K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Perigon Wealth Management
California
$729K +$39.3K +1,052 +6%
LWM
152
Laidlaw Wealth Management
New York
$729K -$55.9K -1,497 -7%
AR
153
Apeiron RIA
Texas
$725K -$187K -4,999 -21%
APWM
154
Atlas Private Wealth Management
New York
$723K -$29.2K -783 -4%
BWM
155
Baystate Wealth Management
Massachusetts
$719K +$90.2K +2,415 +15%
SPAS
156
Spectrum Planning & Advisory Services
California
$689K +$3.4K +91 +0.5%
FFA
157
Farther Finance Advisors
California
$688K +$35.9K +960 +6%
SWM
158
Spire Wealth Management
Virginia
$682K +$60.7K +1,626 +10%
NAS
159
NWF Advisory Services
California
$674K
WAS
160
Wealth Advisory Solutions
Indiana
$669K
AG
161
Ascent Group
Virginia
$668K +$128K +3,437 +25%
IA
162
IFP Advisors
Florida
$655K +$35.4K +947 +6%
DI
163
DFPG Investments
Utah
$644K +$207K +5,554 +53%
WRPWM
164
Werba Rubin Papier Wealth Management
California
$640K -$40.9K -1,095 -6%
ACG
165
Allen Capital Group
Nebraska
$639K
4WM
166
4J Wealth Management
Virginia
$633K -$5.68K -152 -0.9%
CL
167
Choreo LLC
Illinois
$623K +$22.5K +602 +4%
PFS
168
Prospera Financial Services
Texas
$623K +$120K +3,218 +25%
WWA
169
WCG Wealth Advisors
Nevada
$598K +$571K +15,297 New
SWM
170
SigFig Wealth Management
California
$586K +$33.1K +887 +6%
BWM
171
BlackDiamond Wealth Management
New York
$584K +$15.2K +407 +3%
FWP
172
Firethorn Wealth Partners
Georgia
$577K -$5.71K -153 -1%
MYIA
173
Mount Yale Investment Advisors
Colorado
$562K +$28.7K +768 +6%
WEG
174
World Equity Group
Illinois
$557K -$927K -24,829 -64%
FRA
175
FFG Retirement Advisors
Colorado
$548K +$224 +6 +0%