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iShares Cybersecurity and Tech ETF

137 hedge funds and large institutions have $184M invested in iShares Cybersecurity and Tech ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

506% more call options, than puts

Call options by funds: $212K | Put options by funds: $35K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 136137 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $184M → $184M (-$506K)

0.75% less ownership

Funds ownership: 32.14%31.39% (-0.75%)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
38
Reduced
39
Closed
9
Calls
$212K
Puts
$35K
Net Calls
+$177K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
126
Larson Financial Group
Missouri
$3.97K
NSIM
127
North Star Investment Management
Illinois
$3.85K
CWA
128
Carolina Wealth Advisors
South Carolina
$2.35K
CWAF
129
Core Wealth Advisors (Florida)
Florida
$2.12K
RCM
130
Raleigh Capital Management
North Carolina
$1.78K
PA
131
PSI Advisors
Florida
$1K
GWS
132
Glassman Wealth Services
Virginia
$847
AWM
133
Activest Wealth Management
Florida
$699 +$692 +18 New
PFBT
134
Parkside Financial Bank & Trust
Missouri
$309
SWA
135
Sutton Wealth Advisors
Florida
$116
TRCT
136
Tower Research Capital (TRC)
New York
$39 +$38 +1 New
MA
137
Mutual Advisors
Nebraska
-$2.2M -58,231 Closed
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
-$1.23M -12,550 Closed
WCM
139
Wealthcare Capital Management
Virginia
-$340K -8,981 Closed
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
-$283K -7,481 Closed
JP Morgan Chase
141
JP Morgan Chase
New York
-$94.5K -2,500 Closed
MIH
142
Meitav Investment House
Israel
-$39.5K -1,050 Closed
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
-$8.01K -212 Closed
SIS
144
Sound Income Strategies
Florida
-$3.81K -101 Closed
FBC
145
Fairfield, Bush & Co
Connecticut
-$378 -10 Closed