We are live on ! Find out more
IHAK icon

iShares Cybersecurity and Tech ETF
IHAK

161 hedge funds and large institutions have $256M invested in iShares Cybersecurity and Tech ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $197K | Put options by funds: $61K

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

17% more capital invested

Capital invested by funds: $219M → $256M (+$36.3M)

5% more funds holding

Funds holding: 153 → 161 (+8)

1.07% more ownership

Funds ownership: 29.6% → 30.67% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
47
Reduced
44
Closed
19
Calls
$197K
Puts
$61K
Net Calls
+$136K
Net Calls Change
-$164K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.67M
2
LPL Financial
LPL Financial
California
+$6.55M
3
HCA
Heck Capital Advisors
Wisconsin
+$4.69M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.26M
5
NCM
Nelson Capital Management
California
+$3.06M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$3.41M
2
SC
Sierra Capital
Florida
-$2.92M
3
Vontobel Holding
Vontobel Holding
Switzerland
-$1.48M
4
PCM
Price Capital Management
Louisiana
-$1.37M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$79.6M +$9.67M +206,137 +14%
LPL Financial
2
LPL Financial
California
$17.9M +$6.55M +139,580 +57%
Morgan Stanley
3
Morgan Stanley
New York
$16M -$776K -16,546 -5%
UBS Group
4
UBS Group
Switzerland
$14.8M -$252K -5,370 -2%
WBG
5
Wharton Business Group
Pennsylvania
$9.28M -$182K -3,880 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.93M +$347K +7,384 +5%
OAM
7
Oppenheimer Asset Management
New York
$6.12M -$695K -14,804 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.42M +$595K +12,688 +12%
Ameriprise
9
Ameriprise
Minnesota
$5.05M +$1.43M +30,563 +40%
HCA
10
Heck Capital Advisors
Wisconsin
$4.68M +$4.69M +99,965 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.96M -$207K -4,401 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.62M +$2.39M +50,966 +194%
LNC
13
Lincoln National Corp
Pennsylvania
$3.53M +$174K +3,707 +5%
Lido Advisors
14
Lido Advisors
California
$3.45M -$1.11M -23,585 -24%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.26M +$3.26M +69,482 New
NCM
16
Nelson Capital Management
California
$3.05M +$3.06M +65,189 New
SC
17
Sierra Capital
Florida
$2.57M -$2.92M -62,200 -53%
WGC
18
Watts Gwilliam & Co
Arizona
$2.29M +$2.38M +50,741 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2.21M +$366K +7,794 +20%
CF
20
Crosspoint Financial
California
$2.04M +$125K +2,665 +7%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2.02M +$359K +7,648 +22%
BBVA
22
Banco Bilbao Vizcaya Argentaria
Spain
$1.76M +$248K +5,281 +16%
Stifel Financial
23
Stifel Financial
Missouri
$1.6M +$443K +9,435 +38%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.5M +$6.95K +148 +0.5%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$324K +6,914 +28%
1
2 3 4 5

IHAK Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Cybersecurity and Tech ETF (IHAK) for Q1 2024, worth a combined $256M — up 17% from $219M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IHAK positions and 19 closed out — a net gain of 8 holders — while 47 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $9.67M. The largest seller was Retirement Capital Strategies, cutting an estimated $3.41M.

  • 161 institutional investors held iShares Cybersecurity and Tech ETF (IHAK) as of Q1 2024, up from 153 in Q4 2023.
  • Funds reported $256M of iShares Cybersecurity and Tech ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 27 funds opened new iShares Cybersecurity and Tech ETF positions in Q1 2024 and 19 closed out, a net change of +8 holders.
  • The largest iShares Cybersecurity and Tech ETF buyer in Q1 2024 was Bank of America, an estimated $9.67M added.
  • The largest iShares Cybersecurity and Tech ETF seller in Q1 2024 was Retirement Capital Strategies, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2024.