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iShares Cybersecurity and Tech ETF
IHAK

173 hedge funds and large institutions have $277M invested in iShares Cybersecurity and Tech ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

25% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 44

11% more funds holding

Funds holding: 156 → 173 (+17)

7% more capital invested

Capital invested by funds: $258M → $277M (+$18.9M)

1.03% more ownership

Funds ownership: 28.97% → 30% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

62% less call options, than puts

Call options by funds: $146K | Put options by funds: $385K

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
55
Reduced
44
Closed
14
Calls
$146K
Puts
$385K
Net Calls
-$239K
Net Calls Change
-$439K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$11.8M
2
UBS Group
UBS Group
Switzerland
+$5.03M
3
AWM
Aprio Wealth Management
Georgia
+$1.37M
4
IAA
Independent Advisor Alliance
North Carolina
+$952K
5
Stifel Financial
Stifel Financial
Missouri
+$751K

Top Sellers

1
Jane Street
Jane Street
New York
-$5.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.26M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.43M
4
CWM
Congress Wealth Management
Massachusetts
-$910K
5
BRWA
B. Riley Wealth Advisors
Florida
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$1.66M +$231K +4,640 +16%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.58M +$62.9K +1,261 +4%
Goldman Sachs
28
Goldman Sachs
New York
$1.57M +$499K +10,011 +45%
CGA
29
Crescent Grove Advisors
Illinois
$1.57M +$50 +1 +0%
SWM
30
Spire Wealth Management
Virginia
$1.5M +$130K +2,609 +9%
MSFP
31
Mark Sheptoff Financial Planning
Connecticut
$1.39M -$17.5K -350 -1%
Mariner
32
Mariner
Kansas
$1.32M +$85K +1,705 +7%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$1.32M +$649K +13,023 +93%
SPIA
34
Steward Partners Investment Advisory
New York
$1.31M +$76.4K +1,533 +6%
NFC
35
Northeast Financial Consultants
Connecticut
$1.24M – – –
PI
36
PineBridge Investments
New York
$1.24M +$548K +10,989 +77%
BMM
37
Buffington Mohr McNeal
Idaho
$1.22M – – –
CCA
38
Cora Capital Advisors
New Jersey
$1.18M -$26K -522 -2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.15M +$6.53K +131 +0.6%
WWA
40
WCG Wealth Advisors
Nevada
$1.12M +$36K +722 +3%
S4W
41
Solutions 4 Wealth
Texas
$1.07M +$2.14K +43 +0.2%
Creative Planning
42
Creative Planning
Kansas
$1.03M -$19.1K -384 -2%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$4.94K +99 +0.5%
IWC
44
Integrated Wealth Concepts
Massachusetts
$989K -$51.4K -1,031 -5%
IAA
45
Independent Advisor Alliance
North Carolina
$931K +$952K +19,086 New
KWM
46
Koa Wealth Management
California
$900K -$48.9K -980 -5%
MML Investors Services
47
MML Investors Services
Massachusetts
$895K +$17.8K +358 +2%
IF
48
Intrua Financial
Texas
$894K +$187K +3,751 +26%
TAM
49
Titleist Asset Management
Texas
$886K -$41.1K -825 -4%
AWA
50
Arkadios Wealth Advisors
Georgia
$823K +$278K +5,569 +49%
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IHAK Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Cybersecurity and Tech ETF (IHAK) for Q4 2024, worth a combined $277M — up 7.3% from $258M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IHAK positions and 14 closed out — a net gain of 22 holders — while 55 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $11.8M. The largest seller was Jane Street, exiting entirely with an estimated $5.6M sold.

  • 173 institutional investors held iShares Cybersecurity and Tech ETF (IHAK) as of Q4 2024, up from 156 in Q3 2024.
  • Funds reported $277M of iShares Cybersecurity and Tech ETF stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 36 funds opened new iShares Cybersecurity and Tech ETF positions in Q4 2024 and 14 closed out, a net change of +22 holders.
  • The largest iShares Cybersecurity and Tech ETF buyer in Q4 2024 was Bank of America, an estimated $11.8M added.
  • The largest iShares Cybersecurity and Tech ETF seller in Q4 2024 was Jane Street, an estimated $5.6M sold.

Based on aggregated 13F filings for Q4 2024.