B & T Capital Scoops Up 105K Shares of IGF in Infrastructure Play
The Motley Fool·2025-12-20 01:33

Core Insights - B & T Capital Management initiated a new investment in iShares Trust - iShares Global Infrastructure ETF, valued at approximately $6.41 million, representing about 1.02% of its total reportable U.S. equity assets of approximately $630.41 million [2][11] Company Overview - The iShares Global Infrastructure ETF has a market capitalization of $8.39 billion and aims to provide targeted exposure to leading infrastructure companies worldwide [6] - The fund has an Assets Under Management (AUM) of $8.96 billion, a price of $62.36 as of November 11, 2025, and a dividend yield of 2.94% [4][8] - The fund reported a 1-year total return of 18.71%, outperforming the S&P 500 by 4.90 percentage points [8][12] Investment Strategy - The ETF seeks to track the performance of large global infrastructure companies by investing at least 80% of its assets in index constituents and similar investments [9] - The portfolio primarily consists of equities from large infrastructure companies in both developed and emerging markets, structured as a passively managed ETF [9][10] Recent Developments - The acquisition of 104,940 shares places the iShares Global Infrastructure ETF outside the fund's top five holdings, with the top holdings including NASDAQ: QQQ and NASDAQ: VIGI [8][11] - The fund has a relatively high expense ratio of 0.39%, but its performance justifies the cost given its 1-year total return [12]