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iShares Cybersecurity and Tech ETF
IHAK

161 hedge funds and large institutions have $256M invested in iShares Cybersecurity and Tech ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $197K | Put options by funds: $61K

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

17% more capital invested

Capital invested by funds: $219M → $256M (+$36.3M)

5% more funds holding

Funds holding: 153 → 161 (+8)

1.07% more ownership

Funds ownership: 29.6% → 30.67% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
47
Reduced
44
Closed
19
Calls
$197K
Puts
$61K
Net Calls
+$136K
Net Calls Change
-$164K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.67M
2
LPL Financial
LPL Financial
California
+$6.55M
3
HCA
Heck Capital Advisors
Wisconsin
+$4.69M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.26M
5
NCM
Nelson Capital Management
California
+$3.06M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$3.41M
2
SC
Sierra Capital
Florida
-$2.92M
3
Vontobel Holding
Vontobel Holding
Switzerland
-$1.48M
4
PCM
Price Capital Management
Louisiana
-$1.37M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
51
Ellis Investment Partners
Pennsylvania
$727K -$4.69K -100 -0.6%
FIA
52
Foundations Investment Advisors
Arizona
$683K -$186K -3,953 -21%
PIM
53
Penobscot Investment Management
Massachusetts
$683K -$26.7K -570 -4%
TAM
54
Titleist Asset Management
Texas
$682K +$683K +14,560 New
GRP
55
Global Retirement Partners
California
$659K +$606K +12,908 +1,122%
HH
56
Hilltop Holdings
Texas
$645K +$647K +13,778 New
RIA
57
Realta Investment Advisors
Delaware
$636K +$329K +7,000 +106%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$622K -$101K -2,149 -14%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$619K -$51.9K -1,106 -8%
NA
60
NewEdge Advisors
Louisiana
$612K +$94.4K +2,012 +18%
ACM
61
Advisors Capital Management
New Jersey
$565K +$4.32K +92 +0.8%
WS
62
Wedbush Securities
California
$565K +$125K +2,672 +28%
SIA
63
SeaBridge Investment Advisors
New Jersey
$558K +$168K +3,580 +43%
TCM
64
Triumph Capital Management
Colorado
$546K -$4.22K -90 -0.8%
SFFS
65
Stonehage Fleming Financial Services
Jersey
$545K – – –
HighTower Advisors
66
HighTower Advisors
Illinois
$539K +$23.8K +507 +5%
KAS
67
Kestra Advisory Services
Texas
$522K +$59.5K +1,268 +13%
Truist Financial
68
Truist Financial
North Carolina
$480K +$121K +2,587 +34%
AWM
69
Alterna Wealth Management
Texas
$474K -$55.3K -1,179 -10%
PI
70
PFG Investments
New York
$456K +$457K +9,734 New
NGA
71
Naples Global Advisors
Florida
$454K -$19.9K -425 -4%
CS
72
Credit Suisse
Switzerland
$422K – – –
BP
73
BNP Paribas
France
$413K +$414K +8,812 New
WF
74
Warner Financial
Maryland
$411K +$170K +3,631 +71%
IA
75
IFP Advisors
Florida
$407K +$30.8K +656 +8%
1 2
3
4 5

IHAK Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Cybersecurity and Tech ETF (IHAK) for Q1 2024, worth a combined $256M — up 17% from $219M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IHAK positions and 19 closed out — a net gain of 8 holders — while 47 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $9.67M. The largest seller was Retirement Capital Strategies, cutting an estimated $3.41M.

  • 161 institutional investors held iShares Cybersecurity and Tech ETF (IHAK) as of Q1 2024, up from 153 in Q4 2023.
  • Funds reported $256M of iShares Cybersecurity and Tech ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 27 funds opened new iShares Cybersecurity and Tech ETF positions in Q1 2024 and 19 closed out, a net change of +8 holders.
  • The largest iShares Cybersecurity and Tech ETF buyer in Q1 2024 was Bank of America, an estimated $9.67M added.
  • The largest iShares Cybersecurity and Tech ETF seller in Q1 2024 was Retirement Capital Strategies, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2024.