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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
CA
101
CoreCap Advisors
Michigan
$21K +$21.1K +466 New
SWA
102
SOA Wealth Advisors
New York
$20K +$45 +1 +0.2%
CFA
103
Carroll Financial Associates
North Carolina
$15K
CA
104
Clearstead Advisors
Ohio
$15K +$91 +2 +0.6%
EWM
105
Evermay Wealth Management
Virginia
$13K
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$13K +$13K +287 New
AF
107
Allworth Financial
California
$11K
CIAS
108
Capital Investment Advisory Services
North Carolina
$11K
CCA
109
Column Capital Advisors
Indiana
$9K
NFG
110
Next Financial Group
Texas
$9K
Fidelity Investments
111
Fidelity Investments
Massachusetts
$7K +$6.17K +136 +544%
US Bancorp
112
US Bancorp
Minnesota
$6K
Wells Fargo
113
Wells Fargo
California
$6K
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$6K +$6.12K +135 New
RA
115
Resolute Advisors
California
$6K +$6.17K +136 New
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$4.91K
NSIM
117
North Star Investment Management
Illinois
$4K
CA
118
Centerpoint Advisors
Massachusetts
$4K +$4.54K +100 New
UB
119
UMB Bank
Missouri
$4K +$4.54K +100 New
CWA
120
Carolina Wealth Advisors
South Carolina
$3K
CFN
121
Cordasco Financial Network
Florida
$3K
MCC
122
Money Concepts Capital
Florida
$3K +$3.17K +70 New
CB
123
Community Bank
New York
$2K
HIA
124
Harbor Investment Advisory
Maryland
$2K
AWM
125
Activest Wealth Management
Florida
$1K