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iShares Cybersecurity and Tech ETF

142 hedge funds and large institutions have $177M invested in iShares Cybersecurity and Tech ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0% more funds holding

Funds holding: 142142 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.25% less ownership

Funds ownership: 38.58%36.33% (-2.2%)

7% less capital invested

Capital invested by funds: $190M → $177M (-$12.6M)

46% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 52

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
28
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
26
Vontobel Holding
Switzerland
$1.18M
CGA
27
Crescent Grove Advisors
Illinois
$1.08M
CIBC World Market
28
CIBC World Market
Ontario, Canada
$1.05M -$4.06K -118 -0.4%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.05M -$124K -3,604 -11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.05M -$10.3K -301 -1%
BBVA
31
Banco Bilbao Vizcaya Argentaria
Spain
$983K -$491K -14,284 -35%
NFC
32
Northeast Financial Consultants
Connecticut
$975K
IWM
33
IHT Wealth Management
Illinois
$935K +$53.3K +1,550 +6%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$843K +$797K +23,191 New
Goldman Sachs
35
Goldman Sachs
New York
$836K -$55.3K -1,609 -7%
KTC
36
Kistler-Tiffany Companies
Pennsylvania
$832K +$45.8K +1,332 +6%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$813K +$58.8K +1,710 +8%
AWM
38
AE Wealth Management
Kansas
$797K +$44.2K +1,286 +6%
HighTower Advisors
39
HighTower Advisors
Illinois
$730K -$2.1K -61 -0.3%
BMM
40
Buffington Mohr McNeal
Idaho
$724K -$6.87K -200 -1%
SPIA
41
Steward Partners Investment Advisory
New York
$720K -$23.9K -696 -3%
AWM
42
Apollon Wealth Management
South Carolina
$644K -$330K -9,601 -35%
PIM
43
Penobscot Investment Management
Massachusetts
$618K -$156K -4,546 -21%
BTWM
44
Baker Tilly Wealth Management
Wisconsin
$607K -$19.8K -575 -3%
Truist Financial
45
Truist Financial
North Carolina
$593K -$85.5K -2,487 -13%
CAN
46
Cetera Advisor Networks
California
$593K -$83.1K -2,419 -13%
AWM
47
Alterna Wealth Management
Texas
$582K -$23.6K -688 -4%
Marshall Wace
48
Marshall Wace
United Kingdom
$578K -$118K -3,442 -18%
EIP
49
Ellis Investment Partners
Pennsylvania
$577K -$30.9K -900 -5%
SWM
50
Spire Wealth Management
Virginia
$575K +$509K +14,819 +1,470%