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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
LFG
151
Larson Financial Group
Missouri
$4.83K -$23.5K -500 -83%
NSIM
152
North Star Investment Management
Illinois
$4.68K – – –
UB
153
UMB Bank
Missouri
$4.12K – – –
CWA
154
Carolina Wealth Advisors
South Carolina
$2.86K – – –
CWAF
155
Core Wealth Advisors (Florida)
Florida
$2.58K – – –
WPA
156
West Paces Advisors
Georgia
$1.97K +$1.97K +42 New
PA
157
PSI Advisors
Florida
$1.22K -$47 -1 -4%
Wells Fargo
158
Wells Fargo
California
$1.12K +$1.08K +23 +2,300%
GWS
159
Glassman Wealth Services
Virginia
$1.03K – – –
AWM
160
Activest Wealth Management
Florida
$851 – – –
Vontobel Holding
161
Vontobel Holding
Switzerland
– -$1.48M -32,500 Closed
PCM
162
Price Capital Management
Louisiana
– -$1.37M -30,200 Closed
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
– -$1.17M -25,670 Closed
SIC
164
Sterling Investment Counsel
New York
– -$626K -13,786 Closed
BTWM
165
Baker Tilly Wealth Management
Wisconsin
– -$589K -12,960 Closed
OMC
166
Old Mission Capital
Illinois
– -$582K -12,800 Closed
BRWA
167
B. Riley Wealth Advisors
Florida
– -$337K -7,413 Closed
IA
168
IFG Advisory
Georgia
– -$321K -7,071 Closed
GIA
169
Gladstone Institutional Advisory
Florida
– -$299K -6,591 Closed
ASN
170
Advisory Services Network
Georgia
– -$67.6K -1,487 Closed
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
– -$40.9K -900 Closed
BBHC
172
Brown Brothers Harriman & Co
New York
– -$13.6K -300 Closed
TWM
173
Tradition Wealth Management
Minnesota
– -$14K -300 Closed
Simplex Trading
174
Simplex Trading
Illinois
– -$10K -226 Closed
LA
175
LM Advisors
California
– -$9.09K -200 Closed
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.