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iShares Cybersecurity and Tech ETF

142 hedge funds and large institutions have $177M invested in iShares Cybersecurity and Tech ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0% more funds holding

Funds holding: 142142 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.25% less ownership

Funds ownership: 38.58%36.33% (-2.2%)

7% less capital invested

Capital invested by funds: $190M → $177M (-$12.6M)

46% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 52

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
28
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
76
City State Bank
Iowa
$253K
IA
77
IFG Advisory
Georgia
$252K +$238K +6,922 New
LA
78
Lane & Associates
New Jersey
$251K -$10.9K -316 -4%
GCP
79
GSA Capital Partners
United Kingdom
$242K +$229K +6,660 New
RCS
80
Retirement Capital Strategies
California
$233K
Northern Trust
81
Northern Trust
Illinois
$231K +$859 +25 +0.4%
GVAG
82
Great Valley Advisor Group
Delaware
$223K
SAG
83
SageView Advisory Group
California
$210K +$199K +5,776 New
WS
84
Wedbush Securities
California
$207K +$196K +5,693 New
PIMG
85
Patriot Investment Management Group
Tennessee
$206K -$54.1K -1,575 -22%
AWM
86
Avior Wealth Management
Nebraska
$146K +$138K +4,019 New
NA
87
NewEdge Advisors
Louisiana
$146K -$153K -4,460 -53%
BCM
88
Bourgeon Capital Management
Connecticut
$144K +$5.84K +170 +4%
YDMI
89
Y.D. More Investments
Israel
$104K
ASN
90
Advisory Services Network
Georgia
$103K -$65.7K -1,911 -40%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$100K
FFL
92
Financial Freedom LLC
Ohio
$96K
TCM
93
TD Capital Management
Tennessee
$88.6K -$57.6K -1,677 -41%
MAWCM
94
Mine & Arao Wealth Creation & Management
California
$78.2K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$77.3K
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$74.5K -$13.6K -397 -16%
GWSG
97
GPS Wealth Strategies Group
Colorado
$74.4K +$70.4K +2,047 New
PFM
98
Phillips Financial Management
Indiana
$71.1K
Barclays
99
Barclays
United Kingdom
$70.6K
IA
100
IFP Advisors
Florida
$63K -$83.5K -2,430 -49%