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iShares Cybersecurity and Tech ETF

116 hedge funds and large institutions have $289M invested in iShares Cybersecurity and Tech ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 13

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

13% more funds holding

Funds holding: 103116 (+13)

10% more capital invested

Capital invested by funds: $263M → $289M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 45.1%44.99% (-0.11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $348K

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
49
Reduced
13
Closed
9
Calls
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$113M
Bank of America
2
Bank of America
North Carolina
$40.4M +$6M +135,427 +17%
LPL Financial
3
LPL Financial
California
$9.05M +$2.12M +47,875 +30%
WBG
4
Wharton Business Group
Pennsylvania
$7.75M +$1.59M +35,945 +25%
LCM
5
LVM Capital Management
Michigan
$7.54M +$250K +5,645 +3%
OAJ
6
Ogorek Anthony Joseph
New York
$7.34M -$115K -2,606 -2%
Lido Advisors
7
Lido Advisors
California
$7.16M +$7.3M +164,801 New
ANB
8
Amarillo National Bank
Texas
$6.48M -$348K -7,855 -5%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$6.39M +$543K +12,258 +9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.06M +$387K +8,726 +7%
SC
11
Sierra Capital
Florida
$5.51M +$4.7M +106,031 +957%
Morgan Stanley
12
Morgan Stanley
New York
$5.28M +$1.12M +25,183 +26%
RHP
13
Royal Harbor Partners
Texas
$4.94M -$32.7K -739 -0.6%
UBS Group
14
UBS Group
Switzerland
$4.91M +$5.01M +113,014 New
AO
15
Advisor OS
Illinois
$4.01M +$4.09M +92,264 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.38M +$964K +21,762 +39%
Jane Street
17
Jane Street
New York
$2.98M +$3.04M +68,567 New
CGA
18
Crescent Grove Advisors
Illinois
$2.96M +$1.89M +42,629 +167%
RCS
19
Retirement Capital Strategies
California
$2.75M -$39.7K -897 -1%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.59M -$18.3K -414 -0.7%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.54M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.23M +$1.32M +29,693 +138%
LNC
23
Lincoln National Corp
Pennsylvania
$2M +$120K +2,712 +6%
RJA
24
Raymond James & Associates
Florida
$1.62M +$131K +2,964 +9%
CI
25
CX Institutional
Indiana
$1.41M +$265K +5,988 +23%