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iShares Cybersecurity and Tech ETF

157 hedge funds and large institutions have $239M invested in iShares Cybersecurity and Tech ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1.32% less ownership

Funds ownership: 30.67%29.36% (-1.3%)

2% less funds holding

Funds holding: 161157 (-4)

7% less capital invested

Capital invested by funds: $256M → $239M (-$16.8M)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

93% less call options, than puts

Call options by funds: $101K | Put options by funds: $1.44M

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
39
Reduced
58
Closed
22
Calls
$101K
Puts
$1.44M
Net Calls
-$1.34M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.25M +$417K +9,303 +52%
SWM
27
Spire Wealth Management
Virginia
$1.23M +$1.02M +22,793 +580%
HH
28
Hilltop Holdings
Texas
$1.22M +$569K +12,681 +92%
Mariner
29
Mariner
Kansas
$1.21M +$57.9K +1,291 +5%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.21M -$16.6K -370 -1%
NFC
31
Northeast Financial Consultants
Connecticut
$1.17M -$63.9K -1,425 -5%
SPIA
32
Steward Partners Investment Advisory
New York
$1.17M -$3.45K -77 -0.3%
BMM
33
Buffington Mohr McNeal
Idaho
$1.16M
CCA
34
Cora Capital Advisors
New Jersey
$1.14M +$68.1K +1,519 +7%
IWC
35
Integrated Wealth Concepts
Massachusetts
$1.11M -$195K -4,341 -15%
Creative Planning
36
Creative Planning
Kansas
$1.09M +$51.8K +1,155 +5%
SMAM
37
Sugar Maple Asset Management
Wisconsin
$1.07M -$11.8K -264 -1%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$1.07M -$355K -7,908 -25%
WWA
39
WCG Wealth Advisors
Nevada
$1.02M +$87K +1,940 +10%
S4W
40
Solutions 4 Wealth
Texas
$1.01M -$2.24K -50 -0.2%
KWM
41
Koa Wealth Management
California
$921K -$15K -334 -2%
IWM
42
IHT Wealth Management
Illinois
$917K -$384K -8,575 -30%
Goldman Sachs
43
Goldman Sachs
New York
$888K -$404K -9,014 -32%
KAS
44
Kestra Advisory Services
Texas
$835K +$315K +7,027 +63%
PI
45
PineBridge Investments
New York
$789K
TAM
46
Titleist Asset Management
Texas
$783K +$111K +2,475 +17%
RJA
47
Raymond James & Associates
Florida
$758K -$14.6K -325 -2%
VWA
48
Visionary Wealth Advisors
Illinois
$740K -$7.85K -175 -1%
NA
49
NewEdge Advisors
Louisiana
$735K +$132K +2,944 +23%
EIP
50
Ellis Investment Partners
Pennsylvania
$704K -$9.01K -201 -1%