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iShares Cybersecurity and Tech ETF

142 hedge funds and large institutions have $177M invested in iShares Cybersecurity and Tech ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0% more funds holding

Funds holding: 142142 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.25% less ownership

Funds ownership: 38.58%36.33% (-2.2%)

7% less capital invested

Capital invested by funds: $190M → $177M (-$12.6M)

46% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 52

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
28
Reduced
52
Closed
14
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
$51.9M -$3.18M -92,578 -6%
UBS Group
2
UBS Group
Switzerland
$9.81M -$4.06M -118,181 -30%
WBG
3
Wharton Business Group
Pennsylvania
$7.72M +$1.28M +37,315 +21%
LPL Financial
4
LPL Financial
California
$7.53M +$236K +6,859 +3%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$7.34M +$458K +13,333 +7%
Jane Street
6
Jane Street
New York
$5.97M -$2.07M -60,257 -27%
OAM
7
Oppenheimer Asset Management
New York
$5.58M -$56.4K -1,640 -1%
ANB
8
Amarillo National Bank
Texas
$5.29M +$513K +14,929 +11%
LCM
9
LVM Capital Management
Michigan
$4.84M +$20.1K +585 +0.4%
Lido Advisors
10
Lido Advisors
California
$4.67M +$30.6K +889 +0.7%
SC
11
Sierra Capital
Florida
$4.26M
Morgan Stanley
12
Morgan Stanley
New York
$3.63M -$12.2M -354,713 -78%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.61M -$203K -5,911 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.51M +$201K +5,854 +6%
ACM
15
Absolute Capital Management
Pennsylvania
$2.22M
LNC
16
Lincoln National Corp
Pennsylvania
$2.04M +$381K +11,071 +25%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$1.79M +$14.5K +421 +0.9%
Ameriprise
18
Ameriprise
Minnesota
$1.46M -$3.09M -89,974 -69%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.43M -$2.73M -79,388 -67%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.43M -$1.99K -58 -0.1%
OMC
21
Old Mission Capital
Illinois
$1.38M +$1.06M +30,697 +419%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.38M +$95.6K +2,781 +8%
W
23
WealthOne
New York
$1.36M +$106K +3,097 +9%
CF
24
Crosspoint Financial
California
$1.24M +$3.64K +106 +0.3%
FTUS
25
Flow Traders U.S.
New York
$1.21M +$1.14M +33,252 New