We are live on ! Find out more
IHAK icon

iShares Cybersecurity and Tech ETF

137 hedge funds and large institutions have $184M invested in iShares Cybersecurity and Tech ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

506% more call options, than puts

Call options by funds: $212K | Put options by funds: $35K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 136137 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $184M → $184M (-$506K)

0.75% less ownership

Funds ownership: 32.14%31.39% (-0.75%)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
38
Reduced
39
Closed
9
Calls
$212K
Puts
$35K
Net Calls
+$177K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$57.2M +$637K +16,566 +1%
UBS Group
2
UBS Group
Switzerland
$11.9M -$35.6K -926 -0.3%
LPL Financial
3
LPL Financial
California
$8.57M +$401K +10,435 +5%
WBG
4
Wharton Business Group
Pennsylvania
$7.71M +$240K +6,240 +3%
OAM
5
Oppenheimer Asset Management
New York
$5.72M -$114K -2,959 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.66M +$106K +2,758 +2%
Jane Street
7
Jane Street
New York
$5.65M +$4.09M +106,369 +263%
LCM
8
LVM Capital Management
Michigan
$4.93M -$142K -3,688 -3%
SC
9
Sierra Capital
Florida
$4.51M
Lido Advisors
10
Lido Advisors
California
$4.39M -$634K -16,501 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.83M +$133K +3,456 +4%
Morgan Stanley
12
Morgan Stanley
New York
$3.73M +$420K +10,917 +13%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.62M -$76.6K -1,993 -2%
RCS
14
Retirement Capital Strategies
California
$3.03M -$1.11M -28,779 -27%
Ameriprise
15
Ameriprise
Minnesota
$2.77M +$779K +20,273 +40%
LNC
16
Lincoln National Corp
Pennsylvania
$2.73M -$807 -21 -0%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$2.59M -$490K -12,754 -16%
SPIA
18
Steward Partners Investment Advisory
New York
$2.52M -$794K -20,647 -24%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.34M -$28.5K -741 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.75M +$322K +8,373 +23%
W
21
WealthOne
New York
$1.58M +$81K +2,107 +5%
CF
22
Crosspoint Financial
California
$1.46M +$144K +3,755 +11%
BBVA
23
Banco Bilbao Vizcaya Argentaria
Spain
$1.35M -$79.3K -2,062 -6%
Vontobel Holding
24
Vontobel Holding
Switzerland
$1.25M
MSFP
25
Mark Sheptoff Financial Planning
Connecticut
$1.12M +$657K +17,100 +143%