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iShares Cybersecurity and Tech ETF

137 hedge funds and large institutions have $184M invested in iShares Cybersecurity and Tech ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

506% more call options, than puts

Call options by funds: $212K | Put options by funds: $35K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 136137 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $184M → $184M (-$506K)

0.75% less ownership

Funds ownership: 32.14%31.39% (-0.75%)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
38
Reduced
39
Closed
9
Calls
$212K
Puts
$35K
Net Calls
+$177K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
26
Crescent Grove Advisors
Illinois
$1.05M -$21.5K -560 -2%
IWM
27
IHT Wealth Management
Illinois
$1.05M +$28.6K +745 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.04M -$10K -261 -1%
NFC
29
Northeast Financial Consultants
Connecticut
$1.03M
Baird Financial Group
30
Baird Financial Group
Wisconsin
$971K +$34.1K +887 +4%
BMM
31
Buffington Mohr McNeal
Idaho
$943K +$184K +4,775 +24%
Goldman Sachs
32
Goldman Sachs
New York
$886K
ACM
33
Absolute Capital Management
Pennsylvania
$870K
Creative Planning
34
Creative Planning
Kansas
$852K +$509K +13,247 +149%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$835K +$833K +21,683 New
CCA
36
Cora Capital Advisors
New Jersey
$808K +$105K +2,719 +15%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$794K -$5.22M -135,786 -87%
SWM
38
Spire Wealth Management
Virginia
$792K +$95.4K +2,482 +14%
CAN
39
Cetera Advisor Networks
California
$781K +$152K +3,961 +24%
MML Investors Services
40
MML Investors Services
Massachusetts
$765K +$357K +9,293 +88%
VWA
41
Visionary Wealth Advisors
Illinois
$737K +$116K +3,018 +19%
IPAM
42
ICICI Prudential Asset Management
India
$704K
PI
43
PineBridge Investments
New York
$661K -$95.2K -2,476 -13%
Mariner
44
Mariner
Kansas
$650K +$278K +7,244 +75%
Stifel Financial
45
Stifel Financial
Missouri
$628K +$95.6K +2,488 +18%
PIM
46
Penobscot Investment Management
Massachusetts
$611K -$538 -14 -0.1%
EIP
47
Ellis Investment Partners
Pennsylvania
$590K -$17K -442 -3%
SFFS
48
Stonehage Fleming Financial Services
Jersey
$578K
SS
49
Sunbelt Securities
Texas
$536K
SIC
50
Sterling Investment Counsel
New York
$532K +$3.77K +98 +0.7%