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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
BFEC
101
Benjamin F. Edwards & Company
Missouri
$35K – – –
Wells Fargo
102
Wells Fargo
California
$35K +$6.74K +184 +22%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$35K +$37.7K +1,028 +7,908%
SWM
104
Spire Wealth Management
Virginia
$34K -$7.88K -215 -18%
TF
105
TimeScale Financial
Massachusetts
$34K – – –
BONH
106
Bank of New Hampshire
New Hampshire
$28K – – –
TWM
107
Tradition Wealth Management
Minnesota
$27K – – –
CFD
108
Creative Financial Designs
Indiana
$23K +$7.37K +201 +42%
CWC
109
Carolinas Wealth Consulting
North Carolina
$20K – – –
SWA
110
SOA Wealth Advisors
New York
$19K – – –
CMP
111
Coston McIsaac & Partners
Maine
$18K – – –
TWC
112
TD Waterhouse Canada
Ontario, Canada
$16.6K +$12.8K +350 New
ST
113
Smithfield Trust
Pennsylvania
$16K -$99.5K -2,715 -85%
GRP
114
Global Retirement Partners
California
$14K – – –
OAJ
115
Ogorek Anthony Joseph
New York
$14K – – –
EWM
116
Evermay Wealth Management
Virginia
$10K – – –
AF
117
Allworth Financial
California
$8K – – –
BCMLT
118
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K – – –
CCA
119
Column Capital Advisors
Indiana
$7K – – –
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$7K +$4.58K +125 +144%
RA
121
Resolute Advisors
California
$5K – – –
MFA
122
McClarren Financial Advisors
Pennsylvania
$5K +$5.61K +153 New
Simplex Trading
123
Simplex Trading
Illinois
$4K -$3.67K -100 -45%
CA
124
Centerpoint Advisors
Massachusetts
$3K – – –
LFG
125
Larson Financial Group
Missouri
$3K – – –
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.