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iShares Cybersecurity and Tech ETF

137 hedge funds and large institutions have $184M invested in iShares Cybersecurity and Tech ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

506% more call options, than puts

Call options by funds: $212K | Put options by funds: $35K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 136137 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $184M → $184M (-$506K)

0.75% less ownership

Funds ownership: 32.14%31.39% (-0.75%)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
38
Reduced
39
Closed
9
Calls
$212K
Puts
$35K
Net Calls
+$177K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$531K +$47.2K +1,229 +10%
BTWM
52
Baker Tilly Wealth Management
Wisconsin
$514K -$77.1K -2,005 -13%
AWM
53
Alterna Wealth Management
Texas
$474K -$29.5K -768 -6%
TCM
54
Triumph Capital Management
Colorado
$469K +$10.1K +264 +2%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$457K -$11.4K -297 -2%
ACM
56
Advisors Capital Management
New Jersey
$441K +$49.7K +1,293 +13%
HighTower Advisors
57
HighTower Advisors
Illinois
$424K -$348K -9,044 -45%
KAS
58
Kestra Advisory Services
Texas
$419K +$50.9K +1,325 +14%
NGA
59
Naples Global Advisors
Florida
$399K -$7.69K -200 -2%
CPRC
60
Consolidated Portfolio Review Corp
New York
$367K +$1.54K +40 +0.4%
CS
61
Credit Suisse
Switzerland
$347K
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$345K -$1.58M -41,105 -82%
Franklin Resources
63
Franklin Resources
California
$331K +$48K +1,250 +17%
Citadel Advisors
64
Citadel Advisors
Florida
$319K +$242K +6,292 +317%
SIA
65
SeaBridge Investment Advisors
New Jersey
$315K +$65.2K +1,697 +26%
Truist Financial
66
Truist Financial
North Carolina
$314K +$44.2K +1,151 +16%
NA
67
NewEdge Advisors
Louisiana
$310K +$138K +3,584 +80%
GIA
68
Gladstone Institutional Advisory
Florida
$308K -$42.5K -1,107 -12%
PWM
69
Purus Wealth Management
California
$290K -$4.88K -127 -2%
SAG
70
SageView Advisory Group
California
$289K +$30.7K +800 +12%
AWM
71
Apollon Wealth Management
South Carolina
$277K -$53.7K -1,396 -16%
IA
72
IFG Advisory
Georgia
$275K +$274K +7,140 New
CSB
73
City State Bank
Iowa
$272K +$7.69K +200 +3%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$258K +$20.6K +535 +9%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$257K -$14.2K -370 -5%