iShares US Infrastructure ETF
IFRA
379 hedge funds and large institutions have $1.64B invested in iShares US Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 80 reducing their positions, and 26 closing their positions.
204% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 26
146% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 80
15% more funds holding
Funds holding: 330 → 379 (+49)
13% more capital invested
Capital invested by funds: $1.45B → $1.64B (+$193M)
1.27% more ownership
Funds ownership: 71.31% → 72.58% (+1.3%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$17.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.5M |
| 3 |
JP Morgan Chase
New York
|
+$9.28M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.67M |
| 5 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
+$6.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$23.6M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$15.7M |
| 3 |
BlackRock
New York
|
-$9.63M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$8.95M |
| 5 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$7.04M |
IFRA Hedge Fund Activity: Q4 2023 in Review
379 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares US Infrastructure ETF (IFRA) for Q4 2023, worth a combined $1.64B — up 13% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IFRA positions and 26 closed out — a net gain of 53 holders — while 197 added to existing stakes and 80 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $17.3M. The largest seller was Osaic Holdings, cutting an estimated $23.6M.
- 379 institutional investors held iShares US Infrastructure ETF (IFRA) as of Q4 2023, up from 330 in Q3 2023.
- Funds reported $1.64B of iShares US Infrastructure ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 79 funds opened new iShares US Infrastructure ETF positions in Q4 2023 and 26 closed out, a net change of +53 holders.
- The largest iShares US Infrastructure ETF buyer in Q4 2023 was Janney Montgomery Scott, an estimated $17.3M added.
- The largest iShares US Infrastructure ETF seller in Q4 2023 was Osaic Holdings, an estimated $23.6M sold.
Based on aggregated 13F filings for Q4 2023.