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iShares Cybersecurity and Tech ETF

157 hedge funds and large institutions have $239M invested in iShares Cybersecurity and Tech ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1.32% less ownership

Funds ownership: 30.67%29.36% (-1.3%)

2% less funds holding

Funds holding: 161157 (-4)

7% less capital invested

Capital invested by funds: $256M → $239M (-$16.8M)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

93% less call options, than puts

Call options by funds: $101K | Put options by funds: $1.44M

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
39
Reduced
58
Closed
22
Calls
$101K
Puts
$1.44M
Net Calls
-$1.34M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Alterna Wealth Management
Texas
$335K -$127K -2,825 -28%
CSB
77
City State Bank
Iowa
$330K -$3.14K -70 -1%
FA
78
Fountainhead AM
New Jersey
$327K +$319K +7,122 New
Belvedere Trading
79
Belvedere Trading
Illinois
$314K +$307K +6,837 New
PWM
80
Purus Wealth Management
California
$313K -$3.05K -68 -1%
PFA
81
Petra Financial Advisors
Colorado
$302K +$53.6K +1,196 +22%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$298K -$46.2K -1,031 -14%
IPAM
83
ICICI Prudential Asset Management
India
$297K
FFA
84
Farther Finance Advisors
California
$295K +$142K +3,162 +97%
RCS
85
Retirement Capital Strategies
California
$290K
AWM
86
Apollon Wealth Management
South Carolina
$280K -$3.72K -83 -1%
CWP
87
Cyndeo Wealth Partners
Florida
$267K
PCA
88
Prosperity Capital Advisors
Ohio
$266K +$41.8K +932 +19%
CPRC
89
Consolidated Portfolio Review Corp
New York
$266K +$28.6K +637 +12%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$260K +$254K +5,662 New
IA
91
IFG Advisory
Georgia
$256K +$250K +5,574 New
CCFM
92
Clear Creek Financial Management
Washington
$246K -$29.2K -652 -11%
Northern Trust
93
Northern Trust
Illinois
$243K
CWM
94
Connecticut Wealth Management
Connecticut
$237K
PC
95
Pecaut & Co
Iowa
$220K -$6.68K -149 -3%
AAS
96
Avantax Advisory Services
Texas
$208K +$9.51K +212 +5%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$203K +$42.4K +945 +27%
GWSG
98
GPS Wealth Strategies Group
Colorado
$202K +$106K +2,359 +115%
PS
99
Principal Securities
Iowa
$193K -$27.5K -614 -13%
IAIM
100
International Assets Investment Management
Florida
$192K +$187K +4,170 New