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iShares US Infrastructure ETF

332 hedge funds and large institutions have $1.45B invested in iShares US Infrastructure ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 82 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $212K | Put options by funds: $37K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

109% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 82

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $1.25B → $1.45B (+$196M)

5.28% more ownership

Funds ownership: 66.53%71.81% (+5.3%)

2% more funds holding

Funds holding: 325332 (+7)

Holders
332
Holders Change
+7
Holders Change %
+2.15%
% of All Funds
5.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
48
Increased
171
Reduced
82
Closed
35
Calls
$212K
Puts
$37K
Net Calls
+$175K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
151
Sheets Smith Wealth Management
North Carolina
$777K -$4.16K -107 -0.5%
AG
152
Ascent Group
Virginia
$772K +$185K +4,751 +28%
TF
153
Trek Financial
Arizona
$755K +$23.6K +607 +3%
BWM
154
Baystate Wealth Management
Massachusetts
$741K +$72.1K +1,854 +10%
MW
155
MBL Wealth
North Carolina
$730K -$12.8K -330 -2%
IFG
156
Independent Financial Group
California
$721K +$500K +12,850 +188%
SWM
157
Scissortail Wealth Management
Oklahoma
$714K +$4K +103 +0.5%
SPC
158
Sigma Planning Corp
Michigan
$704K +$17.4K +447 +2%
CAL
159
Capital Analysts LLC
Pennsylvania
$703K -$1.27M -32,663 -63%
CL
160
Choreo LLC
Illinois
$680K +$98.1K +2,523 +16%
APWM
161
Atlas Private Wealth Management
New York
$680K +$2.96K +76 +0.4%
DAM
162
Derbend Asset Management
Georgia
$669K +$711K +18,277 New
SWM
163
Spire Wealth Management
Virginia
$662K +$25.5K +655 +4%
GBWM
164
Granite Bay Wealth Management
New Hampshire
$661K +$661K +17,010 New
SPAS
165
Spectrum Planning & Advisory Services
California
$649K +$7.5K +193 +1%
AssetMark Inc
166
AssetMark Inc
California
$645K +$303K +7,793 +79%
NAS
167
NWF Advisory Services
California
$634K +$4.04K +104 +0.6%
DF
168
Donoghue Forlines
Massachusetts
$634K +$674K +17,324 New
IWM
169
IHT Wealth Management
Illinois
$629K +$125K +3,203 +23%
PWM
170
Perigon Wealth Management
California
$628K -$58.2K -1,496 -8%
EH
171
Equitable Holdings
New York
$623K -$116K -2,984 -15%
4WM
172
4J Wealth Management
Virginia
$616K +$24.7K +636 +4%
KAS
173
KPP Advisory Services
Kentucky
$606K +$644K +16,564 New
WRPWM
174
Werba Rubin Papier Wealth Management
California
$600K -$3.73K -96 -0.6%
Renaissance Technologies
175
Renaissance Technologies
New York
$596K +$432K +11,100 +213%