We are live on ! Find out more
IHAK icon

iShares Cybersecurity and Tech ETF
IHAK

83 hedge funds and large institutions have $185M invested in iShares Cybersecurity and Tech ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 7

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

177% more capital invested

Capital invested by funds: $66.9M → $185M (+$118M)

51% more funds holding

Funds holding: 55 → 83 (+28)

19.23% more ownership

Funds ownership: 22.24% → 41.46% (+19%)

Holders
83
Holders Change
+28
Holders Change %
+50.91%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
31
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$74M
2
CC
Cadinha & Co
Hawaii
+$15.9M
3
Bank of America
Bank of America
North Carolina
+$10.1M
4
OAJ
Ogorek Anthony Joseph
New York
+$6.89M
5
LCM
LVM Capital Management
Michigan
+$6.61M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.93M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$521K
4
Wolverine Trading
Wolverine Trading
Illinois
-$471K
5
AIP
ARS Investment Partners
New York
-$455K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
26
Crescent Grove Advisors
Illinois
$868K +$318K +7,842 +53%
GIA
27
Gladstone Institutional Advisory
Florida
$762K +$808K +19,949 New
IWM
28
IHT Wealth Management
Illinois
$684K +$726K +17,913 New
BMM
29
Buffington Mohr McNeal
Idaho
$683K +$9.73K +240 +1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$677K +$351K +8,660 +95%
JWCA
31
J.W. Cole Advisors
Florida
$653K +$194K +4,776 +39%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$569K +$321K +7,909 +113%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$506K +$517K +12,761 New
NGA
34
Naples Global Advisors
Florida
$501K +$85.7K +2,115 +19%
EIP
35
Ellis Investment Partners
Pennsylvania
$438K +$56.8K +1,402 +14%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$433K -$173K -4,272 -27%
BCM
37
Brookstone Capital Management
Illinois
$415K +$441K +10,875 New
Truist Financial
38
Truist Financial
North Carolina
$408K +$125K +3,086 +41%
KAS
39
Kestra Advisory Services
Texas
$401K -$19.4K -478 -4%
SFSIG
40
San Francisco Sentry Investment Group
California
$363K – – –
Creative Planning
41
Creative Planning
Kansas
$358K +$9.97K +246 +3%
VWA
42
Visionary Wealth Advisors
Illinois
$327K +$103K +2,552 +42%
ACM
43
Advisors Capital Management
New Jersey
$304K +$18.5K +457 +6%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$226K +$240K +5,916 New
FHB
45
First Hawaiian Bank
Hawaii
$208K +$220K +5,440 New
SC
46
Sierra Capital
Florida
$202K +$214K +5,290 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$201K -$5.93M -146,213 -97%
HWMA
48
Heritage Wealth Management (Arizona)
Arizona
$191K +$203K +5,012 New
WCM
49
Wealthcare Capital Management
Virginia
$176K +$186K +4,598 New
SWM
50
Spire Wealth Management
Virginia
$123K +$131K +3,223 New
1
2
3 4

IHAK Hedge Fund Activity: Q1 2021 in Review

83 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Cybersecurity and Tech ETF (IHAK) for Q1 2021, worth a combined $185M — up 177% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IHAK positions and 7 closed out — a net gain of 28 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $74M. The largest seller was Royal Bank of Canada, cutting an estimated $5.93M.

  • 83 institutional investors held iShares Cybersecurity and Tech ETF (IHAK) as of Q1 2021, up from 55 in Q4 2020.
  • Funds reported $185M of iShares Cybersecurity and Tech ETF stock for Q1 2021, up 177% quarter-over-quarter.
  • 35 funds opened new iShares Cybersecurity and Tech ETF positions in Q1 2021 and 7 closed out, a net change of +28 holders.
  • The largest iShares Cybersecurity and Tech ETF buyer in Q1 2021 was Migdal Insurance & Financial Holdings, an estimated $74M added.
  • The largest iShares Cybersecurity and Tech ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2021.