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iShares US Infrastructure ETF
IFRA

Overview Fund Activity

376 hedge funds and large institutions have $1.71B invested in iShares US Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 197 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+46
Holders Change %
+13.94%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
76
Increased
197
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$18.7M
3
Bank of America
3
Bank of America
North Carolina
$251M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$50.7M
5
UCFA
5
United Capital Financial Advisors
Texas
$9.77M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$41.3M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$8.99M
3
BlackRock
3
BlackRock
New York
$41.1M
4
WBG
4
Wharton Business Group
Pennsylvania
$33.4M
5
SLI
5
Sumitomo Life Insurance
Japan
$9.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
151
Baystate Wealth Management
Massachusetts
$932K +$116K +2,889 +14%
AR
152
Apeiron RIA
Texas
$929K +$21K +521 +2%
CAM
153
Cobblestone Asset Management
Virginia
$925K +$46.4K +1,151 +5%
SWM
154
Scissortail Wealth Management
Oklahoma
$902K +$103K +2,612 +13%
TF
155
Trek Financial
Arizona
$869K +$37.8K +939 +5%
AssetMark Inc
156
AssetMark Inc
California
$859K +$149K +3,693 +21%
SSWM
157
Sheets Smith Wealth Management
North Carolina
$855K – – –
WWA
158
WCG Wealth Advisors
Nevada
$834K -$65.6K -1,628 -7%
CAM
159
Cresset Asset Management
Illinois
$834K -$397K -9,848 -32%
AI
160
Arrien Investments
Idaho
$811K +$451K +11,199 +125%
AF
161
Advisornet Financial
Minnesota
$805K +$245K +6,074 +44%
CL
162
Choreo LLC
Illinois
$800K +$55.7K +1,384 +7%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$784K +$784K +19,477 New
CAL
164
Capital Analysts LLC
Pennsylvania
$779K +$5.11K +127 +0.7%
PWM
165
Perigon Wealth Management
California
$778K +$87.6K +2,175 +13%
IWM
166
IHT Wealth Management
Illinois
$764K +$71.4K +1,772 +10%
APWM
167
Atlas Private Wealth Management
New York
$759K +$11K +272 +1%
SPAS
168
Spectrum Planning & Advisory Services
California
$744K +$29.8K +741 +4%
TC
169
TownSquare Capital
Utah
$738K +$120K +2,986 +19%
SWM
170
Spire Wealth Management
Virginia
$733K +$40.4K +1,056 +6%
AF
171
Allworth Financial
California
$731K +$334K +8,295 +84%
MA
172
Mutual Advisors
Nebraska
$717K -$1.37M -34,085 -66%
MWS
173
Maxwell Wealth Strategies
California
$716K +$716K +17,770 New
4WM
174
4J Wealth Management
Virginia
$711K +$33.3K +828 +5%
MPW
175
MA Private Wealth
California
$711K -$670K -16,650 -49%
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