We are live on ! Find out more
IFRA icon

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
IWM
176
IHT Wealth Management
Illinois
$547K +$312K +8,346 +148%
FP
177
Financial Perspectives
Minnesota
$533K +$37 +1 +0%
CAG
178
Csenge Advisory Group
Florida
$528K -$18.6K -497 -4%
TWA
179
TCI Wealth Advisors
Arizona
$524K -$203K -5,436 -29%
AF
180
Advisornet Financial
Minnesota
$519K +$18K +481 +4%
GRP
181
Global Retirement Partners
California
$502K -$7.39K -198 -2%
PWMG
182
Provence Wealth Management Group
California
$499K -$6.28K -168 -1%
AWE
183
Avidian Wealth Enterprises
Texas
$496K +$94.9K +2,541 +25%
TWM
184
Tradition Wealth Management
Minnesota
$483K +$11.4K +306 +3%
SS
185
Sunbelt Securities
Texas
$461K +$13.5K +361 +3%
LF
186
Lantz Financial
Illinois
$460K +$4.97K +133 +1%
CWM
187
Centurion Wealth Management
Virginia
$459K +$2.02K +54 +0.5%
KWS
188
Keystone Wealth Services
California
$451K -$31.4K -842 -7%
MWM
189
Mascoma Wealth Management
New Hampshire
$447K -$934 -25 -0.2%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$447K +$8.59K +230 +2%
C1AG
191
Client 1st Advisory Group
Florida
$444K -$40.7K -1,089 -9%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$440K +$859 +23 +0.2%
TCWA
193
Ten Capital Wealth Advisors
Washington
$429K +$145K +3,889 +55%
Bank Julius Baer & Co
194
Bank Julius Baer & Co
Switzerland
$416K -$7.47K -200 -2%
HPM
195
Hoxton Planning & Management
West Virginia
$413K -$99K -2,650 -20%
BWP
196
Balboa Wealth Partners
Arizona
$400K -$79.2K -2,121 -17%
SFG
197
Sovereign Financial Group
Connecticut
$397K -$7.21K -193 -2%
UCFA
198
United Capital Financial Advisors
Texas
$396K -$105K -2,823 -22%
CG
199
Clifford Group
Massachusetts
$389K -$8.66K -232 -2%
AssetMark Inc
200
AssetMark Inc
California
$385K +$137K +3,667 +59%