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iShares Global Infrastructure ETF

77 hedge funds and large institutions have $730M invested in iShares Global Infrastructure ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 8077 (-3)

7.33% less ownership

Funds ownership: 73.62%66.29% (-7.3%)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

17% less capital invested

Capital invested by funds: $884M → $730M (-$154M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
19
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$319M +$10.7M +270,273 +3%
Goldman Sachs
2
Goldman Sachs
New York
$83.9M -$48.8M -1,235,512 -36%
QI
3
QS Investors
New York
$81.9M +$4.62M +117,080 +6%
Franklin Resources
4
Franklin Resources
California
$62.2M +$55.5K +1,405 +0.1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$33.9M -$4.33M -109,708 -11%
Bank of America
6
Bank of America
North Carolina
$21M -$2.75M -69,694 -11%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$20M +$659K +16,684 +3%
SGCA
8
Steel Grove Capital Advisors
Tennessee
$15M -$1.11M -28,064 -7%
Morgan Stanley
9
Morgan Stanley
New York
$7.16M -$760K -19,254 -9%
SG Americas Securities
10
SG Americas Securities
New York
$6.38M +$6.68M +169,145 New
JP Morgan Chase
11
JP Morgan Chase
New York
$6.36M +$618K +15,661 +10%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$6.11M -$955K -24,189 -13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.04M -$1.07M -27,176 -17%
AssetMark Inc
14
AssetMark Inc
California
$5M -$1.67M -42,224 -24%
V
15
Veritable
Delaware
$4.86M -$528K -13,385 -9%
Mariner
16
Mariner
Kansas
$4.26M +$1.54M +39,060 +53%
Comerica Bank
17
Comerica Bank
Texas
$4.11M -$7.93M -200,746 -65%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.23M +$61.3K +1,553 +2%
Axa
19
Axa
France
$3.17M +$56.8K +1,440 +2%
SC
20
Scotia Capital
Ontario, Canada
$3.17M +$59.8K +1,516 +2%
PP
21
Prudential plc
United Kingdom
$3.05M +$3.19M +80,750 New
SEIA
22
Signature Estate & Investment Advisors
California
$2.75M +$449K +11,374 +18%
UBS Group
23
UBS Group
Switzerland
$2.44M -$3.41M -86,278 -57%
Jane Street
24
Jane Street
New York
$2.24M +$1.79M +45,467 +329%
LPL Financial
25
LPL Financial
California
$2.15M -$99.1K -2,509 -4%

IGF Hedge Fund Activity: Q3 2015 in Review

77 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Global Infrastructure ETF (IGF) for Q3 2015, worth a combined $730M — down 17% from $884M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IGF and 14 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 19 added.

The largest buyer was Northern Trust, adding an estimated $10.7M. The largest seller was Goldman Sachs, cutting an estimated $48.8M.

  • 77 institutional investors held iShares Global Infrastructure ETF (IGF) as of Q3 2015, down from 80 in Q2 2015.
  • Funds reported $730M of iShares Global Infrastructure ETF stock for Q3 2015, down 17% quarter-over-quarter.
  • 14 funds opened new iShares Global Infrastructure ETF positions in Q3 2015 and 16 closed out, a net change of -2 holders.
  • The largest iShares Global Infrastructure ETF buyer in Q3 2015 was Northern Trust, an estimated $10.7M added.
  • The largest iShares Global Infrastructure ETF seller in Q3 2015 was Goldman Sachs, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2015.