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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
RK
76
Rather & Kittrell
Tennessee
$241K +$246K +5,423 New
IA
77
IFP Advisors
Florida
$226K +$167K +3,676 +254%
BCM
78
Bourgeon Capital Management
Connecticut
$206K +$209K +4,610 New
PAA
79
Peregrine Asset Advisers
Oregon
$203K +$207K +4,556 New
CWAF
80
Core Wealth Advisors (Florida)
Florida
$198K +$70K +1,543 +53%
AA
81
Ancora Advisors
Ohio
$183K
HI
82
Harbour Investments
Wisconsin
$172K +$12.5K +276 +8%
Simplex Trading
83
Simplex Trading
Illinois
$169K +$100K +2,214 +140%
CP
84
Corbenic Partners
Pennsylvania
$166K +$5.22K +115 +3%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$150K -$5.44K -120 -3%
Deutsche Bank
86
Deutsche Bank
Germany
$147K
HI
87
Hudock Inc
Pennsylvania
$139K -$12.5K -276 -8%
MWM
88
Mascoma Wealth Management
New Hampshire
$125K +$7.71K +170 +6%
MAWCM
89
Mine & Arao Wealth Creation & Management
California
$96K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$71K +$5.04K +111 +7%
BCV
91
Banque Cantonale Vaudoise
Switzerland
$67K
SWM
92
Spire Wealth Management
Virginia
$63K -$32.9K -725 -34%
TF
93
TimeScale Financial
Massachusetts
$55K +$8.39K +185 +18%
TWM
94
Tradition Wealth Management
Minnesota
$36K +$36.3K +800 New
SCA
95
Snowden Capital Advisors
New York
$34K +$35.2K +775 New
RE
96
RBC Europe
United Kingdom
$33K
Franklin Resources
97
Franklin Resources
California
$33K +$181 +4 +0.5%
CWC
98
Carolinas Wealth Consulting
North Carolina
$26K +$136 +3 +0.5%
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$24K +$1.68K +37 +7%
BAM
100
Baldrige Asset Management
Pennsylvania
$22K +$12.3K +272 +118%