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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 %
DI
201
DFPG Investments
Utah
$393K +$393K +10,538 New
SWRP
202
Summit Wealth & Retirement Planning
California
$389K -$319K -8,552 -45%
BFA
203
BMS Financial Advisors
South Dakota
$388K +$388K +10,392 New
SFG
204
Sovereign Financial Group
Connecticut
$387K +$10.5K +280 +3%
CG
205
Clifford Group
Massachusetts
$381K -$51.5K -1,381 -12%
AWE
206
Avidian Wealth Enterprises
Texas
$379K -$16.6K -444 -4%
MC
207
Moors & Cabot
Massachusetts
$375K -$18.7K -502 -5%
CC
208
Copperleaf Capital
North Carolina
$369K -$7.46K -200 -2%
GIA
209
Gladstone Institutional Advisory
Florida
$365K -$2.05K -55 -0.6%
AI
210
Arrien Investments
Idaho
$362K +$362K +9,695 New
Nomura Asset Management
211
Nomura Asset Management
Japan
$347K – – –
FHC
212
First Heartland Consultants
Missouri
$345K +$13K +348 +4%
MWM
213
Maripau Wealth Management
Indiana
$344K +$1.83K +49 +0.5%
BWA
214
Beam Wealth Advisors
Louisiana
$339K -$14.7K -395 -4%
VWM
215
Venturi Wealth Management
Texas
$329K -$25.8K -692 -7%
LCGC
216
Legacy Capital Group California
California
$328K +$328K +8,792 New
SI
217
Stephens Inc
Arkansas
$323K – – –
QPWM
218
Quadrant Private Wealth Management
Pennsylvania
$316K +$10.3K +276 +3%
MLA
219
My Legacy Advisors
Oregon
$314K +$6.96K +187 +2%
PCS
220
Personal CFO Solutions
New Jersey
$314K +$34.6K +928 +12%
RAM
221
Riggs Asset Management
Pennsylvania
$311K -$4.78K -128 -2%
T
222
TRUADVICE
Florida
$294K +$10.3K +277 +4%
IA
223
IFG Advisory
Georgia
$291K -$26.4K -707 -8%
RW
224
Regimen Wealth
Georgia
$288K -$8.69K -229 -3%
WIA
225
World Investment Advisors
California
$287K +$287K +7,699 New
7 8
9
10 11