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iShares US Infrastructure ETF

379 hedge funds and large institutions have $1.71B invested in iShares US Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

148% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 80

18% more capital invested

Capital invested by funds: $1.45B → $1.71B (+$260M)

14% more funds holding

Funds holding: 332379 (+47)

4.24% more ownership

Funds ownership: 71.81%76.05% (+4.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
379
Holders Change
+47
Holders Change %
+14.16%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
77
Increased
198
Reduced
80
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
Baystate Wealth Management
Massachusetts
$932K +$108K +2,889 +14%
AR
152
Apeiron RIA
Texas
$929K +$19.4K +521 +2%
CAM
153
Cobblestone Asset Management
Virginia
$925K +$42.9K +1,151 +5%
SWM
154
Scissortail Wealth Management
Oklahoma
$902K +$97.3K +2,612 +13%
TF
155
Trek Financial
Arizona
$869K +$35K +939 +5%
AssetMark Inc
156
AssetMark Inc
California
$859K +$138K +3,693 +21%
SSWM
157
Sheets Smith Wealth Management
North Carolina
$855K
WWA
158
WCG Wealth Advisors
Nevada
$834K -$60.6K -1,628 -7%
CAM
159
Cresset Asset Management
Illinois
$834K -$367K -9,848 -32%
AI
160
Arrien Investments
Idaho
$811K +$417K +11,199 +125%
AF
161
Advisornet Financial
Minnesota
$805K +$226K +6,074 +44%
CL
162
Choreo LLC
Illinois
$800K +$51.5K +1,384 +7%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$784K +$725K +19,477 New
CAL
164
Capital Analysts LLC
Pennsylvania
$779K +$4.73K +127 +0.7%
PWM
165
Perigon Wealth Management
California
$778K +$81K +2,175 +13%
NAS
166
NWF Advisory Services
California
$767K +$63.8K +1,713 +10%
IWM
167
IHT Wealth Management
Illinois
$764K +$66K +1,772 +10%
APWM
168
Atlas Private Wealth Management
New York
$759K +$10.1K +272 +1%
SPAS
169
Spectrum Planning & Advisory Services
California
$744K +$27.6K +741 +4%
TC
170
TownSquare Capital
Utah
$738K +$111K +2,986 +19%
SWM
171
Spire Wealth Management
Virginia
$733K +$39.3K +1,056 +6%
AF
172
Allworth Financial
California
$731K +$309K +8,295 +84%
MA
173
Mutual Advisors
Nebraska
$717K -$1.27M -34,085 -66%
MWS
174
Maxwell Wealth Strategies
California
$716K +$662K +17,770 New
4WM
175
4J Wealth Management
Virginia
$711K +$30.8K +828 +5%