IFRA icon

iShares US Infrastructure ETF
IFRA

Overview Fund Activity

337 hedge funds and large institutions have $1.19B invested in iShares US Infrastructure ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 166 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
5.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
166
Reduced
99
Closed
28
Calls
$250K
Puts
$4K
Net Calls
+$246K
Net Calls Change
+$181K

Top Buyers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$43.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$269M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$42.1M
4
LPL Financial
4
LPL Financial
California
$69.3M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$22.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.62M
3
KAS
3
Kestra Advisory Services
Texas
$3.69M
4
FIA
4
Foundations Investment Advisors
Arizona
$3.02M
5
Goldman Sachs
5
Goldman Sachs
New York
$632K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
176
BlackDiamond Wealth Management
New York
$521K +$2.7K +73 +0.5%
Citadel Advisors
177
Citadel Advisors
Florida
$517K -$1.52M -40,804 -75%
FP
178
Financial Perspectives
Minnesota
$509K +$37 +1 +0%
MYIA
179
Mount Yale Investment Advisors
Colorado
$508K -$16.8K -451 -3%
AG
180
Ascent Group
Virginia
$503K +$126K +3,374 +33%
HPM
181
Hoxton Planning & Management
West Virginia
$494K -$76.9K -2,061 -13%
UCFA
182
United Capital Financial Advisors
Texas
$483K +$51.4K +1,376 +12%
PWMG
183
Provence Wealth Management Group
California
$483K -$72.8K -1,950 -13%
SS
184
Simplicity Solutions
Minnesota
$482K +$482K +12,904 New
GRP
185
Global Retirement Partners
California
$480K +$237K +6,445 +98%
AF
186
Advisornet Financial
Minnesota
$478K +$19.2K +515 +4%
PFS
187
Prospera Financial Services
Texas
$475K – – –
C1AG
188
Client 1st Advisory Group
Florida
$465K +$160K +4,282 +52%
KWS
189
Keystone Wealth Services
California
$462K +$24.1K +646 +6%
BWP
190
Balboa Wealth Partners
Arizona
$462K -$111K -2,973 -19%
TWM
191
Tradition Wealth Management
Minnesota
$450K +$4.11K +110 +0.9%
CWM
192
Centurion Wealth Management
Virginia
$436K +$51.6K +1,383 +13%
LF
193
Lantz Financial
Illinois
$434K -$27.7K -741 -6%
IA
194
IFP Advisors
Florida
$427K -$271K -10,017 -39%
BPA
195
Beacon Pointe Advisors
California
$424K +$424K +11,350 New
SS
196
Sunbelt Securities
Texas
$421K +$67.3K +1,826 +19%
MWM
197
Mascoma Wealth Management
New Hampshire
$421K -$68.6K -1,850 -14%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$420K +$13K +348 +3%
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$418K – – –
Bank Julius Baer & Co
200
Bank Julius Baer & Co
Switzerland
$405K -$7.47K -200 -2%
6 7
8
9 10