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iShares Cybersecurity and Tech ETF

134 hedge funds and large institutions have $235M invested in iShares Cybersecurity and Tech ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

11% more capital invested

Capital invested by funds: $212M → $235M (+$23.5M)

7% more funds holding

Funds holding: 125134 (+9)

1.94% more ownership

Funds ownership: 33.78%35.72% (+1.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
53
Reduced
29
Closed
11
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
$53.9M +$5.72M +140,145 +12%
JMPWA
2
JP Morgan Private Wealth Advisors
California
$17.1M +$16.4M +400,734 New
UBS Group
3
UBS Group
Switzerland
$14.4M +$8.61M +210,966 +167%
LPL Financial
4
LPL Financial
California
$9.45M -$237K -5,808 -3%
LCM
5
LVM Capital Management
Michigan
$8.29M +$546K +13,370 +7%
WBG
6
Wharton Business Group
Pennsylvania
$8.07M -$110K -2,700 -1%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$7.42M +$363K +8,905 +5%
Lido Advisors
8
Lido Advisors
California
$7.13M -$257K -6,295 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.99M -$23.5K -576 -0.4%
Morgan Stanley
10
Morgan Stanley
New York
$5.94M -$454K -11,124 -7%
ANB
11
Amarillo National Bank
Texas
$5.84M +$64.2K +1,573 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.48M +$2.48M +60,742 +90%
Goldman Sachs
13
Goldman Sachs
New York
$5M +$4.78M +117,238 New
SC
14
Sierra Capital
Florida
$5M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.57M -$38K -932 -1%
Ameriprise
16
Ameriprise
Minnesota
$3.48M +$3.33M +81,504 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.48M +$1.94M +47,604 +141%
CGA
18
Crescent Grove Advisors
Illinois
$3.28M +$81.7K +2,003 +3%
TLP
19
Trinity Legacy Partners
Texas
$2.78M +$2.66M +65,164 New
MML Investors Services
20
MML Investors Services
Massachusetts
$2.51M -$51.7K -1,268 -2%
RCS
21
Retirement Capital Strategies
California
$2.51M -$126K -3,077 -5%
Jane Street
22
Jane Street
New York
$2.36M +$760K +18,619 +51%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$2.23M +$187K +4,591 +10%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.23M +$615K +15,061 +39%
SPIA
25
Steward Partners Investment Advisory
New York
$2.2M +$2.1M +51,455 New

IHAK Hedge Fund Activity: Q1 2022 in Review

134 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Cybersecurity and Tech ETF (IHAK) for Q1 2022, worth a combined $235M — up 11% from $212M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IHAK positions and 11 closed out — a net gain of 12 holders — while 53 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $16.4M. The largest seller was Flow Traders U.S., cutting an estimated $6.53M.

  • 134 institutional investors held iShares Cybersecurity and Tech ETF (IHAK) as of Q1 2022, up from 125 in Q4 2021.
  • Funds reported $235M of iShares Cybersecurity and Tech ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 23 funds opened new iShares Cybersecurity and Tech ETF positions in Q1 2022 and 11 closed out, a net change of +12 holders.
  • The largest iShares Cybersecurity and Tech ETF buyer in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $16.4M added.
  • The largest iShares Cybersecurity and Tech ETF seller in Q1 2022 was Flow Traders U.S., an estimated $6.53M sold.

Based on aggregated 13F filings for Q1 2022.