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iShares Cybersecurity and Tech ETF

157 hedge funds and large institutions have $239M invested in iShares Cybersecurity and Tech ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1.32% less ownership

Funds ownership: 30.67%29.36% (-1.3%)

2% less funds holding

Funds holding: 161157 (-4)

7% less capital invested

Capital invested by funds: $256M → $239M (-$16.8M)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

93% less call options, than puts

Call options by funds: $101K | Put options by funds: $1.44M

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
39
Reduced
58
Closed
22
Calls
$101K
Puts
$1.44M
Net Calls
-$1.34M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$68.1M -$9.78M -218,218 -13%
LPL Financial
2
LPL Financial
California
$17.7M +$134K +2,997 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$16.3M +$655K +14,616 +4%
UBS Group
4
UBS Group
Switzerland
$14.5M +$20.8K +464 +0.1%
WBG
5
Wharton Business Group
Pennsylvania
$9.5M +$387K +8,625 +4%
Jane Street
6
Jane Street
New York
$7.37M +$7.2M +160,498 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.23M +$426K +9,509 +6%
OAM
8
Oppenheimer Asset Management
New York
$6.57M +$549K +12,234 +9%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.53M +$3.28M +73,166 +155%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.34M +$4.71M +105,081 +914%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.83M -$472K -10,538 -9%
Ameriprise
12
Ameriprise
Minnesota
$4.68M -$259K -5,766 -5%
NCM
13
Nelson Capital Management
California
$3.3M +$298K +6,642 +10%
Lido Advisors
14
Lido Advisors
California
$3.23M -$154K -3,436 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.07M -$793K -17,697 -21%
CF
16
Crosspoint Financial
California
$2.23M +$220K +4,908 +11%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$2.11M +$136K +3,030 +7%
Stifel Financial
18
Stifel Financial
Missouri
$1.68M +$104K +2,317 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.65M -$1.85M -41,352 -54%
FFWM
20
Future Financial Wealth Management
Ohio
$1.51M +$1.47M +32,830 New
CGA
21
Crescent Grove Advisors
Illinois
$1.48M +$41.6K +927 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.41M -$60K -1,339 -4%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.38M +$88K +1,963 +7%
MSFP
24
Mark Sheptoff Financial Planning
Connecticut
$1.31M -$83K -1,851 -6%
ACM
25
Absolute Capital Management
Pennsylvania
$1.25M +$211K +4,700 +21%