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iShares US Infrastructure ETF

332 hedge funds and large institutions have $1.45B invested in iShares US Infrastructure ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 82 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $212K | Put options by funds: $37K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

109% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 82

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $1.25B → $1.45B (+$196M)

5.28% more ownership

Funds ownership: 66.53%71.81% (+5.3%)

2% more funds holding

Funds holding: 325332 (+7)

Holders
332
Holders Change
+7
Holders Change %
+2.15%
% of All Funds
5.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
48
Increased
171
Reduced
82
Closed
35
Calls
$212K
Puts
$37K
Net Calls
+$175K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
201
Baird Financial Group
Wisconsin
$397K -$16.1K -413 -4%
AWA
202
Arete Wealth Advisors
Illinois
$392K +$130K +3,337 +45%
CG
203
Clifford Group
Massachusetts
$391K +$28.5K +732 +7%
C1AG
204
Client 1st Advisory Group
Florida
$386K -$31.8K -819 -7%
TWA
205
TCI Wealth Advisors
Arizona
$385K -$113K -2,900 -22%
BWP
206
Balboa Wealth Partners
Arizona
$375K +$467 +12 +0.1%
HPM
207
Hoxton Planning & Management
West Virginia
$366K -$22.6K -580 -5%
SFG
208
Sovereign Financial Group
Connecticut
$366K -$6.46K -166 -2%
CWM
209
Centurion Wealth Management
Virginia
$364K -$69.1K -1,778 -15%
MWM
210
Maripau Wealth Management
Indiana
$363K +$3.93K +101 +1%
MC
211
Moors & Cabot
Massachusetts
$361K +$9.45K +243 +3%
AF
212
Allworth Financial
California
$360K -$462K -11,893 -55%
UCFA
213
United Capital Financial Advisors
Texas
$352K -$19.5K -501 -5%
MOS
214
MGO One Seven
Ohio
$351K +$373K +9,585 New
CC
215
Copperleaf Capital
North Carolina
$349K +$13.8K +354 +4%
FHC
216
First Heartland Consultants
Missouri
$342K -$7.85K -202 -2%
NS
217
NBC Securities
Alabama
$342K +$364K +9,350 New
LNC
218
Lincoln National Corp
Pennsylvania
$341K +$92.2K +2,372 +34%
Nomura Asset Management
219
Nomura Asset Management
Japan
$341K
CWM
220
Congress Wealth Management
Massachusetts
$338K +$359K +9,237 New
CFA
221
Cahill Financial Advisors
Minnesota
$329K +$272 +7 +0.1%
SI
222
Stephens Inc
Arkansas
$328K +$11.2K +289 +3%
AI
223
Arrien Investments
Idaho
$328K
RFA
224
Resurgent Financial Advisors
Georgia
$318K +$36.2K +930 +12%
QPWM
225
Quadrant Private Wealth Management
Pennsylvania
$316K -$8.59K -221 -3%