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iShares Cybersecurity and Tech ETF

136 hedge funds and large institutions have $184M invested in iShares Cybersecurity and Tech ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $200K | Put options by funds: $57K

4% more capital invested

Capital invested by funds: $177M → $184M (+$7.24M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.19% less ownership

Funds ownership: 36.33%32.14% (-4.2%)

4% less funds holding

Funds holding: 142136 (-6)

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
39
Reduced
51
Closed
18
Calls
$200K
Puts
$57K
Net Calls
+$143K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$55.6M +$1.47M +41,247 +3%
UBS Group
2
UBS Group
Switzerland
$11.7M +$1.44M +40,398 +15%
LPL Financial
3
LPL Financial
California
$8.03M +$182K +5,087 +2%
WBG
4
Wharton Business Group
Pennsylvania
$7.33M -$662K -18,530 -9%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$5.92M -$1.62M -45,385 -22%
OAM
6
Oppenheimer Asset Management
New York
$5.73M -$68K -1,903 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.45M +$134K +3,756 +3%
LCM
8
LVM Capital Management
Michigan
$4.98M -$54K -1,511 -1%
Lido Advisors
9
Lido Advisors
California
$4.94M +$76.7K +2,146 +2%
SC
10
Sierra Capital
Florida
$4.43M
RCS
11
Retirement Capital Strategies
California
$4.06M +$3.61M +101,049 +1,575%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.63M -$117K -3,264 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.63M -$22K -616 -0.6%
Morgan Stanley
14
Morgan Stanley
New York
$3.25M -$495K -13,855 -14%
SPIA
15
Steward Partners Investment Advisory
New York
$3.25M +$2.37M +66,247 +335%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$2.98M +$1.38M +38,554 +98%
LNC
17
Lincoln National Corp
Pennsylvania
$2.68M +$522K +14,599 +26%
IWC
18
Integrated Wealth Concepts
Massachusetts
$2.32M +$1.77M +49,637 +421%
MA
19
Mutual Advisors
Nebraska
$2.2M +$2.08M +58,231 New
Ameriprise
20
Ameriprise
Minnesota
$1.93M +$395K +11,046 +28%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$1.89M +$30.2K +846 +2%
Jane Street
22
Jane Street
New York
$1.53M -$4.43M -123,937 -75%
W
23
WealthOne
New York
$1.48M +$59.6K +1,667 +4%
BBVA
24
Banco Bilbao Vizcaya Argentaria
Spain
$1.41M +$370K +10,363 +38%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.4M -$33.7K -944 -2%