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iShares Cybersecurity and Tech ETF
IHAK

135 hedge funds and large institutions have $180M invested in iShares Cybersecurity and Tech ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.75% more ownership

Funds ownership: 33.78% → 36.53% (+2.7%)

3% more capital invested

Capital invested by funds: $174M → $180M (+$6.07M)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

4% less funds holding

Funds holding: 140 → 135 (-5)

Holders
135
Holders Change
-5
Holders Change %
-3.57%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
41
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$11.1M
2
UBS Group
UBS Group
Switzerland
+$2.3M
3
Morgan Stanley
Morgan Stanley
New York
+$2.24M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$1.46M
5
FTUS
Flow Traders U.S.
New York
+$1.08M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.54M
2
Lido Advisors
Lido Advisors
California
-$1.47M
3
CGA
Crescent Grove Advisors
Illinois
-$1.21M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$983K
5
SPIA
Steward Partners Investment Advisory
New York
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
76
Clear Creek Financial Management
Washington
$257K +$2.71K +74 +1%
CWAF
77
Core Wealth Advisors (Florida)
Florida
$255K +$37.9K +1,035 +16%
Franklin Resources
78
Franklin Resources
California
$250K +$242K +6,615 +900%
GFPC
79
Global Financial Private Client
Florida
$247K -$37 -1 -0%
PC
80
Pecaut & Co
Iowa
$224K -$15.5K -423 -6%
CA
81
Cetera Advisors
Colorado
$206K -$71.9K -1,962 -24%
HWMA
82
Heritage Wealth Management (Arizona)
Arizona
$198K -$11K -300 -5%
IA
83
IFP Advisors
Florida
$187K – – –
TCM
84
TD Capital Management
Tennessee
$180K +$195K +5,314 New
BCM
85
Bourgeon Capital Management
Connecticut
$165K -$2.57K -70 -1%
Deutsche Bank
86
Deutsche Bank
Germany
$112K – – –
AWM
87
Activest Wealth Management
Florida
$103K +$111K +3,025 +16,806%
MWM
88
Mascoma Wealth Management
New Hampshire
$102K – – –
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$93K -$18.8K -514 -16%
GWSG
90
GPS Wealth Strategies Group
Colorado
$77K – – –
MAWCM
91
Mine & Arao Wealth Creation & Management
California
$73K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$72K – – –
AIM
93
Anchor Investment Management
South Carolina
$68.7K -$83.2K -2,270 -53%
Barclays
94
Barclays
United Kingdom
$66K – – –
HI
95
Harbour Investments
Wisconsin
$66K – – –
PFM
96
Phillips Financial Management
Indiana
$66K +$71.7K +1,955 New
BCV
97
Banque Cantonale Vaudoise
Switzerland
$51K – – –
CA
98
Clearstead Advisors
Ohio
$49K +$40.2K +1,098 +326%
HI
99
Hudock Inc
Pennsylvania
$46K -$37.3K -1,018 -43%
AA
100
Ancora Advisors
Ohio
$45K +$7.33K +200 +18%
2 3
4
5 6

IHAK Hedge Fund Activity: Q3 2022 in Review

135 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Cybersecurity and Tech ETF (IHAK) for Q3 2022, worth a combined $180M — up 3.5% from $174M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IHAK and 10 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, adding an estimated $11.1M. The largest seller was Goldman Sachs, cutting an estimated $2.54M.

  • 135 institutional investors held iShares Cybersecurity and Tech ETF (IHAK) as of Q3 2022, down from 140 in Q2 2022.
  • Funds reported $180M of iShares Cybersecurity and Tech ETF stock for Q3 2022, up 3.5% quarter-over-quarter.
  • 10 funds opened new iShares Cybersecurity and Tech ETF positions in Q3 2022 and 11 closed out, a net change of -1 holder.
  • The largest iShares Cybersecurity and Tech ETF buyer in Q3 2022 was Jane Street, an estimated $11.1M added.
  • The largest iShares Cybersecurity and Tech ETF seller in Q3 2022 was Goldman Sachs, an estimated $2.54M sold.

Based on aggregated 13F filings for Q3 2022.