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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
MCC
126
Money Concepts Capital
Florida
$3K – – –
NSIM
127
North Star Investment Management
Illinois
$3K – – –
RCM
128
Raleigh Capital Management
North Carolina
$3K – – –
CWA
129
Carolina Wealth Advisors
South Carolina
$2K – – –
HIA
130
Harbor Investment Advisory
Maryland
$2K – – –
FCAG
131
First Capital Advisors Group
New Jersey
$2K +$1.83K +50 New
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$1.28K -$221K -6,038 -15%
GWS
133
Glassman Wealth Services
Virginia
$1K – – –
PA
134
PSI Advisors
Florida
$1K – – –
SWA
135
Sutton Wealth Advisors
Florida
$34 +$37 +1 New
PPG
136
Peak Planning Group
Colorado
– -$226K -6,442 Closed
JWCA
137
J.W. Cole Advisors
Florida
– -$222K -6,339 Closed
RJA
138
Raymond James & Associates
Florida
– -$212K -6,063 Closed
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
– -$117K -3,330 Closed
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
– -$70K -2,000 Closed
CA
141
CoreCap Advisors
Michigan
– -$32K -917 Closed
KFI
142
Key Financial Inc
Pennsylvania
– -$18K -510 Closed
CT
143
Clearstead Trust
Maine
– -$13K -373 Closed
CIAS
144
Capital Investment Advisory Services
North Carolina
– -$9K -255 Closed
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.