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iShares Cybersecurity and Tech ETF
IHAK

55 hedge funds and large institutions have $66.9M invested in iShares Cybersecurity and Tech ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 4

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

76% more capital invested

Capital invested by funds: $38M → $66.9M (+$28.9M)

34% more funds holding

Funds holding: 41 → 55 (+14)

1.15% more ownership

Funds ownership: 21.09% → 22.24% (+1.1%)

Holders
55
Holders Change
+14
Holders Change %
+34.15%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
25
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.4M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
+$1.31M
5
LPL Financial
LPL Financial
California
+$1.13M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.51M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$450K
3
Simplex Trading
Simplex Trading
Illinois
-$97.1K
4
RCS
Retirement Capital Strategies
California
-$22.6K
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$368K +$57.5K +1,645 +22%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$366K +$24.5K +701 +8%
RJA
28
Raymond James & Associates
Florida
$333K +$288K +8,252 New
BTWM
29
Baker Tilly Wealth Management
Wisconsin
$307K +$266K +7,605 New
Truist Financial
30
Truist Financial
North Carolina
$306K +$279 +8 +0.1%
ACM
31
Advisors Capital Management
New Jersey
$303K +$262K +7,512 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$281K +$244K +6,976 New
FTUS
33
Flow Traders U.S.
New York
$262K +$227K +6,503 New
VWA
34
Visionary Wealth Advisors
Illinois
$242K +$210K +6,005 New
HI
35
Hudock Inc
Pennsylvania
$88K +$15.3K +437 +25%
MAWCM
36
Mine & Arao Wealth Creation & Management
California
$69K – – –
ASN
37
Advisory Services Network
Georgia
$37K +$35 +1 +0.1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$25K – – –
IF
39
Ironwood Financial
Arizona
$24K – – –
Simplex Trading
40
Simplex Trading
Illinois
$18K -$97.1K -2,779 -86%
AWA
41
Arkadios Wealth Advisors
Georgia
$16K +$14.6K +417 New
SFS
42
Sowell Financial Services
Arkansas
$12K +$10.5K +300 New
CP
43
Corbenic Partners
Pennsylvania
$11K +$5.24K +150 +119%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$10K – – –
Morgan Stanley
45
Morgan Stanley
New York
$10K +$8.73K +250 New
CAAS
46
Capital Asset Advisory Services
Michigan
$10K +$8.98K +257 New
Citigroup
47
Citigroup
New York
$9K +$3.21K +92 +68%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$3K -86 -36%
US Bancorp
49
US Bancorp
Minnesota
$6K +$4.89K +140 New
NSIM
50
North Star Investment Management
Illinois
$4K – – –
1
2
3

IHAK Hedge Fund Activity: Q4 2020 in Review

55 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Cybersecurity and Tech ETF (IHAK) for Q4 2020, worth a combined $66.9M — up 76% from $38M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IHAK positions and 5 closed out — a net gain of 14 holders — while 25 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $7.1M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.51M sold.

  • 55 institutional investors held iShares Cybersecurity and Tech ETF (IHAK) as of Q4 2020, up from 41 in Q3 2020.
  • Funds reported $66.9M of iShares Cybersecurity and Tech ETF stock for Q4 2020, up 76% quarter-over-quarter.
  • 19 funds opened new iShares Cybersecurity and Tech ETF positions in Q4 2020 and 5 closed out, a net change of +14 holders.
  • The largest iShares Cybersecurity and Tech ETF buyer in Q4 2020 was Bank of America, an estimated $7.1M added.
  • The largest iShares Cybersecurity and Tech ETF seller in Q4 2020 was Goldman Sachs, an estimated $3.51M sold.

Based on aggregated 13F filings for Q4 2020.