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iShares Cybersecurity and Tech ETF
IHAK

161 hedge funds and large institutions have $256M invested in iShares Cybersecurity and Tech ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $197K | Put options by funds: $61K

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

17% more capital invested

Capital invested by funds: $219M → $256M (+$36.3M)

5% more funds holding

Funds holding: 153 → 161 (+8)

1.07% more ownership

Funds ownership: 29.6% → 30.67% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
47
Reduced
44
Closed
19
Calls
$197K
Puts
$61K
Net Calls
+$136K
Net Calls Change
-$164K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.67M
2
LPL Financial
LPL Financial
California
+$6.55M
3
HCA
Heck Capital Advisors
Wisconsin
+$4.69M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.26M
5
NCM
Nelson Capital Management
California
+$3.06M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$3.41M
2
SC
Sierra Capital
Florida
-$2.92M
3
Vontobel Holding
Vontobel Holding
Switzerland
-$1.48M
4
PCM
Price Capital Management
Louisiana
-$1.37M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
126
Carolinas Wealth Consulting
North Carolina
$27.6K – – –
NS
127
NBC Securities
Alabama
$27K – – –
CMP
128
Coston McIsaac & Partners
Maine
$25K – – –
ST
129
Smithfield Trust
Pennsylvania
$23K – – –
HI
130
Harbour Investments
Wisconsin
$19.7K -$14K -298 -41%
OAJ
131
Ogorek Anthony Joseph
New York
$19K – – –
RWPA
132
Richard W. Paul & Associates
Michigan
$18.9K -$12K -256 -39%
CFD
133
Creative Financial Designs
Indiana
$17.4K – – –
Comerica Bank
134
Comerica Bank
Texas
$17K +$17K +362 New
EWM
135
Evermay Wealth Management
Virginia
$14.1K – – –
PBK
136
Peoples Bank (Kansas)
Kansas
$13.3K +$2.02K +43 +18%
VWM
137
Venturi Wealth Management
Texas
$12.5K +$12.5K +267 New
AF
138
Allworth Financial
California
$11.6K -$11.7K -250 -50%
PFM
139
Phillips Financial Management
Indiana
$10.1K – – –
DI
140
DAGCO Inc
Ohio
$9.98K +$10K +213 New
TCM
141
TD Capital Management
Tennessee
$9.63K – – –
AA
142
Ancora Advisors
Ohio
$9.37K – – –
BONH
143
Bank of New Hampshire
New Hampshire
$9.37K – – –
CJ
144
Caitlin John
Michigan
$8.34K – – –
CA
145
CoreCap Advisors
Michigan
$7K +$6.99K +149 New
JWA
146
JFS Wealth Advisors
Pennsylvania
$6.98K +$6.99K +149 New
GC
147
Gould Capital
Washington
$5.9K +$3.9K +83 +193%
SWA
148
SOA Wealth Advisors
New York
$5.86K – – –
PFBT
149
Parkside Financial Bank & Trust
Missouri
$5.06K +$2.35K +50 +86%
CA
150
Centerpoint Advisors
Massachusetts
$5K – – –
4 5
6
7 8

IHAK Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Cybersecurity and Tech ETF (IHAK) for Q1 2024, worth a combined $256M — up 17% from $219M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IHAK positions and 19 closed out — a net gain of 8 holders — while 47 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $9.67M. The largest seller was Retirement Capital Strategies, cutting an estimated $3.41M.

  • 161 institutional investors held iShares Cybersecurity and Tech ETF (IHAK) as of Q1 2024, up from 153 in Q4 2023.
  • Funds reported $256M of iShares Cybersecurity and Tech ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 27 funds opened new iShares Cybersecurity and Tech ETF positions in Q1 2024 and 19 closed out, a net change of +8 holders.
  • The largest iShares Cybersecurity and Tech ETF buyer in Q1 2024 was Bank of America, an estimated $9.67M added.
  • The largest iShares Cybersecurity and Tech ETF seller in Q1 2024 was Retirement Capital Strategies, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2024.