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iShares Cybersecurity and Tech ETF

116 hedge funds and large institutions have $289M invested in iShares Cybersecurity and Tech ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 13

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

13% more funds holding

Funds holding: 103116 (+13)

10% more capital invested

Capital invested by funds: $263M → $289M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 45.1%44.99% (-0.11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $348K

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
49
Reduced
13
Closed
9
Calls
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.38M +$115K +2,593 +9%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.29M +$7.49K +169 +0.6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.27M -$592K -13,363 -31%
PIM
29
Penobscot Investment Management
Massachusetts
$1.27M +$1.02M +23,060 +375%
KAS
30
Kestra Advisory Services
Texas
$1.26M +$615K +13,883 +92%
GIA
31
Gladstone Institutional Advisory
Florida
$1.23M +$81.2K +1,834 +7%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$1.23M +$59K +1,333 +5%
IWM
33
IHT Wealth Management
Illinois
$1.17M -$125K -2,830 -10%
BTWM
34
Baker Tilly Wealth Management
Wisconsin
$1.12M
CC
35
Cadinha & Co
Hawaii
$1.07M -$16.6M -375,727 -94%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$1.04M +$391K +8,819 +62%
EIP
37
Ellis Investment Partners
Pennsylvania
$849K +$310K +6,990 +56%
BMM
38
Buffington Mohr McNeal
Idaho
$839K +$54.3K +1,225 +7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$804K +$22.7K +513 +3%
MA
40
Mutual Advisors
Nebraska
$768K +$783K +17,667 New
SC
41
Scotia Capital
Ontario, Canada
$672K +$49.8K +1,124 +8%
Citadel Advisors
42
Citadel Advisors
Florida
$665K +$678K +15,304 New
NGA
43
Naples Global Advisors
Florida
$654K +$53.9K +1,216 +9%
AWM
44
AE Wealth Management
Kansas
$636K +$576 +13 +0.1%
PWM
45
Purus Wealth Management
California
$630K +$642K +14,498 New
PIMG
46
Patriot Investment Management Group
Tennessee
$525K +$60.5K +1,365 +13%
BCM
47
Brookstone Capital Management
Illinois
$502K +$3.15K +71 +0.6%
F
48
F3Logic
Minnesota
$474K +$484K +10,930 New
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$435K +$310K +7,000 +233%
VWA
50
Visionary Wealth Advisors
Illinois
$413K +$28.9K +653 +7%