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iShares Cybersecurity and Tech ETF

136 hedge funds and large institutions have $184M invested in iShares Cybersecurity and Tech ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $200K | Put options by funds: $57K

4% more capital invested

Capital invested by funds: $177M → $184M (+$7.24M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.19% less ownership

Funds ownership: 36.33%32.14% (-4.2%)

4% less funds holding

Funds holding: 142136 (-6)

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
39
Reduced
51
Closed
18
Calls
$200K
Puts
$57K
Net Calls
+$143K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
Sterling Investment Counsel
New York
$519K +$9.82K +275 +2%
AWM
52
Alterna Wealth Management
Texas
$495K -$105K -2,937 -18%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$475K -$585K -16,383 -57%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$460K -$364K -10,185 -46%
MSFP
55
Mark Sheptoff Financial Planning
Connecticut
$452K +$25K +700 +6%
TCM
56
Triumph Capital Management
Colorado
$450K -$18.9K -528 -4%
MML Investors Services
57
MML Investors Services
Massachusetts
$400K -$26.7K -746 -7%
NGA
58
Naples Global Advisors
Florida
$400K -$62.5K -1,750 -14%
ACM
59
Advisors Capital Management
New Jersey
$384K -$5.43K -152 -1%
Mariner
60
Mariner
Kansas
$364K +$27K +757 +9%
KAS
61
Kestra Advisory Services
Texas
$361K -$197K -5,503 -37%
CPRC
62
Consolidated Portfolio Review Corp
New York
$359K +$36 +1 +0%
GIA
63
Gladstone Institutional Advisory
Florida
$344K -$39.4K -1,102 -11%
CS
64
Credit Suisse
Switzerland
$340K -$125K -3,500 -28%
WCM
65
Wealthcare Capital Management
Virginia
$340K -$17.7K -496 -5%
Creative Planning
66
Creative Planning
Kansas
$336K +$6.97K +195 +2%
AWM
67
Apollon Wealth Management
South Carolina
$325K -$326K -9,113 -51%
PWM
68
Purus Wealth Management
California
$290K -$254K -7,104 -48%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$283K -$35.7K -999 -12%
Franklin Resources
70
Franklin Resources
California
$278K +$107 +3 +0%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K -$116K -3,244 -32%
Truist Financial
72
Truist Financial
North Carolina
$265K -$333K -9,328 -57%
CCFM
73
Clear Creek Financial Management
Washington
$260K -$7.14K -200 -3%
CSB
74
City State Bank
Iowa
$259K -$3.57K -100 -1%
SAG
75
SageView Advisory Group
California
$253K +$33K +925 +16%