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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$398K – – –
JP Morgan Chase
77
JP Morgan Chase
New York
$379K +$383K +8,171 New
VFG
78
Valley Financial Group
Pennsylvania
$377K -$17.6K -376 -4%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$352K +$352K +7,506 New
Franklin Resources
80
Franklin Resources
California
$345K – – –
CSB
81
City State Bank
Iowa
$340K +$9.39K +200 +3%
PWM
82
Purus Wealth Management
California
$322K -$5.02K -107 -2%
IPAM
83
ICICI Prudential Asset Management
India
$304K -$253K -5,400 -45%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$297K -$23.4K -498 -7%
RCS
85
Retirement Capital Strategies
California
$296K -$3.41M -72,679 -92%
AWM
86
Apollon Wealth Management
South Carolina
$289K -$48.2K -1,027 -14%
CCFM
87
Clear Creek Financial Management
Washington
$281K -$24.9K -530 -8%
CWP
88
Cyndeo Wealth Partners
Florida
$272K +$469 +10 +0.2%
RWA
89
Redhawk Wealth Advisors
Minnesota
$267K -$49.3K -1,050 -16%
JWCA
90
J.W. Cole Advisors
Florida
$252K -$47 -1 -0%
PFA
91
Petra Financial Advisors
Colorado
$252K +$253K +5,384 New
Northern Trust
92
Northern Trust
Illinois
$248K – – –
CF
93
Centaurus Financial
California
$243K +$98.4K +2,096 +68%
CWM
94
Connecticut Wealth Management
Connecticut
$241K – – –
CPRC
95
Consolidated Portfolio Review Corp
New York
$241K -$170K -3,632 -41%
PC
96
Pecaut & Co
Iowa
$232K -$31.1K -662 -12%
PCA
97
Prosperity Capital Advisors
Ohio
$228K -$1.64K -35 -0.7%
PS
98
Principal Securities
Iowa
$225K -$28.2K -601 -11%
FPAS
99
Focus Partners Advisor Solutions
Missouri
$210K +$210K +4,476 New
NWM
100
Northwest Wealth Management
Iowa
$209K – – –
2 3
4
5 6

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.