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iShares US Infrastructure ETF
IFRA

Overview Fund Activity

323 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, 169 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-14
Holders Change %
-4.15%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
169
Reduced
91
Closed
41
Calls
$246K
Puts
$12K
Net Calls
+$234K
Net Calls Change
-$12K

Top Buyers

1
SLI
1
Sumitomo Life Insurance
Japan
$15.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$294M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$35.6M
4
Ameriprise
4
Ameriprise
Minnesota
$16.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$32.6M

Top Sellers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$0
2
MCC
2
Money Concepts Capital
Florida
$1.83M
3
BC
3
Brio Consultants
California
$6.67M
4
ACA
4
Aspire Capital Advisors
Washington
$0
5
BAM
5
Belpointe Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
176
Financial Perspectives
Minnesota
$533K +$39 +1 +0%
CAG
177
Csenge Advisory Group
Florida
$528K -$19.4K -497 -4%
TWA
178
TCI Wealth Advisors
Arizona
$524K -$212K -5,436 -29%
AF
179
Advisornet Financial
Minnesota
$519K +$18.8K +481 +4%
GRP
180
Global Retirement Partners
California
$502K -$7.74K -198 -2%
PWMG
181
Provence Wealth Management Group
California
$499K -$6.57K -168 -1%
AWE
182
Avidian Wealth Enterprises
Texas
$496K +$99.3K +2,541 +25%
TWM
183
Tradition Wealth Management
Minnesota
$483K +$12K +306 +3%
SS
184
Sunbelt Securities
Texas
$461K +$14.1K +361 +3%
LF
185
Lantz Financial
Illinois
$460K +$5.2K +133 +1%
CWM
186
Centurion Wealth Management
Virginia
$459K +$2.11K +54 +0.5%
KWS
187
Keystone Wealth Services
California
$451K -$32.9K -842 -7%
MWM
188
Mascoma Wealth Management
New Hampshire
$447K -$987 -25 -0.2%
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$447K +$8.99K +230 +2%
C1AG
190
Client 1st Advisory Group
Florida
$444K -$42.6K -1,089 -9%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$440K +$899 +23 +0.2%
TCWA
192
Ten Capital Wealth Advisors
Washington
$429K +$152K +3,889 +55%
Bank Julius Baer & Co
193
Bank Julius Baer & Co
Switzerland
$416K -$7.81K -200 -2%
HPM
194
Hoxton Planning & Management
West Virginia
$413K -$104K -2,650 -20%
BWP
195
Balboa Wealth Partners
Arizona
$400K -$82.9K -2,121 -17%
SFG
196
Sovereign Financial Group
Connecticut
$397K -$7.54K -193 -2%
UCFA
197
United Capital Financial Advisors
Texas
$396K -$110K -2,823 -22%
CG
198
Clifford Group
Massachusetts
$389K -$9.07K -232 -2%
AssetMark Inc
199
AssetMark Inc
California
$385K +$143K +3,667 +59%
MWM
200
Maripau Wealth Management
Indiana
$384K +$23.8K +609 +7%
6 7
8
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