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iShares Cybersecurity and Tech ETF

125 hedge funds and large institutions have $212M invested in iShares Cybersecurity and Tech ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

8% more funds holding

Funds holding: 116125 (+9)

11.21% less ownership

Funds ownership: 44.99%33.78% (-11%)

27% less capital invested

Capital invested by funds: $289M → $212M (-$77.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
62
Reduced
16
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
51
Stonehage Fleming Financial Services
Jersey
$669K +$680K +15,000 New
CSB
52
City State Bank
Iowa
$620K +$630K +13,900 New
SS
53
Sunbelt Securities
Texas
$584K +$650K +14,324 New
PIMG
54
Patriot Investment Management Group
Tennessee
$569K +$30K +662 +5%
JWCA
55
J.W. Cole Advisors
Florida
$555K +$564K +12,445 New
SIC
56
Sterling Investment Counsel
New York
$553K +$562K +12,386 New
KP
57
Keel Point
Alabama
$541K +$550K +12,132 New
VWA
58
Visionary Wealth Advisors
Illinois
$523K +$102K +2,238 +24%
WGCA
59
Wolf Group Capital Advisors
Virginia
$512K +$520K +11,475 New
CS
60
Credit Suisse
Switzerland
$506K +$107K +2,350 +26%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506K +$60.8K +1,340 +13%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$436K +$133K +2,928 +43%
ACM
63
Advisors Capital Management
New Jersey
$428K +$66.9K +1,476 +18%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$398K +$45K +993 +13%
Creative Planning
65
Creative Planning
Kansas
$391K -$7.08K -156 -2%
Truist Financial
66
Truist Financial
North Carolina
$361K +$21.5K +474 +6%
Stifel Financial
67
Stifel Financial
Missouri
$352K -$42.7K -942 -11%
AIM
68
Anchor Investment Management
South Carolina
$333K +$309K +6,820 +1,049%
CCFM
69
Clear Creek Financial Management
Washington
$327K +$34.9K +770 +12%
CA
70
Cetera Advisors
Colorado
$325K +$21K +463 +7%
Marshall Wace
71
Marshall Wace
United Kingdom
$321K +$327K +7,200 New
LA
72
Latitude Advisors
Florida
$317K -$4.54K -100 -1%
WCM
73
Wealthcare Capital Management
Virginia
$296K +$5.58K +123 +2%
SCFS
74
S.C. Financial Services
Arizona
$281K +$310K +6,833 New
SCA
75
Spearhead Capital Advisors
Florida
$271K +$3.81K +84 +1%