We are live on ! Find out more
IFRA icon

iShares US Infrastructure ETF

339 hedge funds and large institutions have $1.19B invested in iShares US Infrastructure ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 166 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,150% more call options, than puts

Call options by funds: $250K | Put options by funds: $4K

68% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 99

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

3% more funds holding

Funds holding: 329339 (+10)

1.61% more ownership

Funds ownership: 64.09%65.7% (+1.6%)

14% less capital invested

Capital invested by funds: $1.39B → $1.19B (-$202M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
339
Holders Change
+10
Holders Change %
+3.04%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
44
Increased
166
Reduced
99
Closed
28
Calls
$250K
Puts
$4K
Net Calls
+$246K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
201
Bank Julius Baer & Co
Switzerland
$405K -$7.55K -200 -2%
DI
202
DFPG Investments
Utah
$393K +$398K +10,538 New
SWRP
203
Summit Wealth & Retirement Planning
California
$389K -$323K -8,552 -45%
BFA
204
BMS Financial Advisors
South Dakota
$388K +$392K +10,392 New
SFG
205
Sovereign Financial Group
Connecticut
$387K +$10.6K +280 +3%
CG
206
Clifford Group
Massachusetts
$381K -$52.2K -1,381 -12%
AWE
207
Avidian Wealth Enterprises
Texas
$379K -$16.8K -444 -4%
MC
208
Moors & Cabot
Massachusetts
$375K -$19K -502 -5%
CC
209
Copperleaf Capital
North Carolina
$369K -$7.55K -200 -2%
GIA
210
Gladstone Institutional Advisory
Florida
$365K -$2.08K -55 -0.6%
AI
211
Arrien Investments
Idaho
$362K +$366K +9,695 New
Nomura Asset Management
212
Nomura Asset Management
Japan
$347K
FHC
213
First Heartland Consultants
Missouri
$345K +$13.1K +348 +4%
MWM
214
Maripau Wealth Management
Indiana
$344K +$1.85K +49 +0.5%
BWA
215
Beam Wealth Advisors
Louisiana
$339K -$14.9K -395 -4%
VWM
216
Venturi Wealth Management
Texas
$329K -$26.1K -692 -7%
LCGC
217
Legacy Capital Group California
California
$328K +$332K +8,792 New
SI
218
Stephens Inc
Arkansas
$323K
QPWM
219
Quadrant Private Wealth Management
Pennsylvania
$316K +$10.4K +276 +3%
MLA
220
My Legacy Advisors
Oregon
$314K +$7.06K +187 +2%
PCS
221
Personal CFO Solutions
New Jersey
$314K +$35K +928 +12%
RAM
222
Riggs Asset Management
Pennsylvania
$311K -$4.83K -128 -2%
T
223
TRUADVICE
Florida
$294K +$10.5K +277 +4%
IA
224
IFG Advisory
Georgia
$291K -$26.7K -707 -8%
RW
225
Regimen Wealth
Georgia
$288K -$8.65K -229 -3%