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iShares Cybersecurity and Tech ETF
IHAK

161 hedge funds and large institutions have $256M invested in iShares Cybersecurity and Tech ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $197K | Put options by funds: $61K

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

17% more capital invested

Capital invested by funds: $219M → $256M (+$36.3M)

5% more funds holding

Funds holding: 153 → 161 (+8)

1.07% more ownership

Funds ownership: 29.6% → 30.67% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
47
Reduced
44
Closed
19
Calls
$197K
Puts
$61K
Net Calls
+$136K
Net Calls Change
-$164K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.67M
2
LPL Financial
LPL Financial
California
+$6.55M
3
HCA
Heck Capital Advisors
Wisconsin
+$4.69M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.26M
5
NCM
Nelson Capital Management
California
+$3.06M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$3.41M
2
SC
Sierra Capital
Florida
-$2.92M
3
Vontobel Holding
Vontobel Holding
Switzerland
-$1.48M
4
PCM
Price Capital Management
Louisiana
-$1.37M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
26
Crescent Grove Advisors
Illinois
$1.46M +$86.4K +1,842 +6%
MSFP
27
Mark Sheptoff Financial Planning
Connecticut
$1.42M +$4.22K +90 +0.3%
IWM
28
IHT Wealth Management
Illinois
$1.34M -$26K -554 -2%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.33M -$477K -10,161 -26%
Goldman Sachs
30
Goldman Sachs
New York
$1.33M +$423K +9,014 +47%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.31M +$113K +2,409 +9%
NFC
32
Northeast Financial Consultants
Connecticut
$1.26M – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.25M +$1.25M +26,729 New
SPIA
34
Steward Partners Investment Advisory
New York
$1.19M -$6.95K -148 -0.6%
BMM
35
Buffington Mohr McNeal
Idaho
$1.18M +$39.9K +850 +3%
Mariner
36
Mariner
Kansas
$1.18M +$367K +7,822 +45%
SMAM
37
Sugar Maple Asset Management
Wisconsin
$1.11M +$1.11M +23,612 New
CCA
38
Cora Capital Advisors
New Jersey
$1.09M +$68.1K +1,452 +7%
ACM
39
Absolute Capital Management
Pennsylvania
$1.06M – – –
Creative Planning
40
Creative Planning
Kansas
$1.05M -$8.68K -185 -0.8%
S4W
41
Solutions 4 Wealth
Texas
$1.03M – – –
CAN
42
Cetera Advisor Networks
California
$1.02M +$45.9K +978 +5%
KWM
43
Koa Wealth Management
California
$954K -$191K -4,061 -17%
WWA
44
WCG Wealth Advisors
Nevada
$947K +$478K +10,179 +101%
SAG
45
SageView Advisory Group
California
$944K +$972K +20,714 New
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$878K +$880K +18,750 New
PAG
47
Private Advisor Group
New Jersey
$843K +$845K +17,996 New
PI
48
PineBridge Investments
New York
$804K – – –
RJA
49
Raymond James & Associates
Florida
$788K +$222K +4,736 +39%
VWA
50
Visionary Wealth Advisors
Illinois
$762K -$55.8K -1,188 -7%
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IHAK Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Cybersecurity and Tech ETF (IHAK) for Q1 2024, worth a combined $256M — up 17% from $219M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IHAK positions and 19 closed out — a net gain of 8 holders — while 47 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $9.67M. The largest seller was Retirement Capital Strategies, cutting an estimated $3.41M.

  • 161 institutional investors held iShares Cybersecurity and Tech ETF (IHAK) as of Q1 2024, up from 153 in Q4 2023.
  • Funds reported $256M of iShares Cybersecurity and Tech ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 27 funds opened new iShares Cybersecurity and Tech ETF positions in Q1 2024 and 19 closed out, a net change of +8 holders.
  • The largest iShares Cybersecurity and Tech ETF buyer in Q1 2024 was Bank of America, an estimated $9.67M added.
  • The largest iShares Cybersecurity and Tech ETF seller in Q1 2024 was Retirement Capital Strategies, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2024.