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iShares Cybersecurity and Tech ETF

125 hedge funds and large institutions have $212M invested in iShares Cybersecurity and Tech ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

8% more funds holding

Funds holding: 116125 (+9)

11.21% less ownership

Funds ownership: 44.99%33.78% (-11%)

27% less capital invested

Capital invested by funds: $289M → $212M (-$77.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
62
Reduced
16
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$50M +$8.72M +192,231 +21%
LPL Financial
2
LPL Financial
California
$10.1M +$858K +18,914 +9%
WBG
3
Wharton Business Group
Pennsylvania
$8.55M +$611K +13,465 +8%
FTUS
4
Flow Traders U.S.
New York
$8.33M +$8.47M +186,766 New
LCM
5
LVM Capital Management
Michigan
$8.06M +$332K +7,311 +4%
Lido Advisors
6
Lido Advisors
California
$7.73M +$382K +8,427 +5%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$7.36M +$815K +17,977 +12%
OAJ
8
Ogorek Anthony Joseph
New York
$7.06M -$486K -10,715 -6%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$7.03M
Morgan Stanley
10
Morgan Stanley
New York
$6.71M +$1.31M +28,824 +24%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.28M +$56.2K +1,239 +0.9%
ANB
12
Amarillo National Bank
Texas
$6.03M -$634K -13,979 -9%
UBS Group
13
UBS Group
Switzerland
$5.65M +$616K +13,584 +12%
SC
14
Sierra Capital
Florida
$5.22M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.78M +$314K +6,923 +9%
CGA
16
Crescent Grove Advisors
Illinois
$3.34M +$307K +6,767 +10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.01M +$740K +16,312 +32%
RCS
18
Retirement Capital Strategies
California
$2.8M -$24.1K -532 -0.8%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.68M +$22.4K +493 +0.8%
Citadel Advisors
20
Citadel Advisors
Florida
$2.5M +$1.85M +40,701 +266%
LNC
21
Lincoln National Corp
Pennsylvania
$2.16M +$115K +2,533 +6%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$2.14M +$1.09M +24,051 +104%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.7M +$289K +6,366 +20%
AWM
24
Apollon Wealth Management
South Carolina
$1.66M +$1.69M +37,177 New
Jane Street
25
Jane Street
New York
$1.64M -$1.45M -31,899 -47%