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iShares Cybersecurity and Tech ETF

156 hedge funds and large institutions have $258M invested in iShares Cybersecurity and Tech ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $244K | Put options by funds: $44K

8% more capital invested

Capital invested by funds: $239M → $258M (+$19M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.39% less ownership

Funds ownership: 29.36%28.97% (-0.39%)

1% less funds holding

Funds holding: 157156 (-1)

2% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 48

Holders
156
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
47
Reduced
48
Closed
15
Calls
$244K
Puts
$44K
Net Calls
+$200K
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$72.2M +$42.2K +899 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$17.7M +$336K +7,165 +2%
LPL Financial
3
LPL Financial
California
$17M -$1.7M -36,186 -9%
WBG
4
Wharton Business Group
Pennsylvania
$14.4M +$4.15M +88,300 +43%
UBS Group
5
UBS Group
Switzerland
$12M -$3.23M -68,807 -22%
Ameriprise
6
Ameriprise
Minnesota
$7.2M +$2.15M +45,813 +45%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$6.21M +$3.87M +82,460 +180%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.8M -$62.3K -1,327 -1%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.7M +$35.6K +759 +0.7%
Jane Street
10
Jane Street
New York
$5.6M -$2.14M -45,666 -28%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.42M +$284K +6,052 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.42M -$3.13M -66,679 -42%
NCM
13
Nelson Capital Management
California
$3.88M +$367K +7,815 +11%
GF
14
Gimbal Financial
Indiana
$3.75M +$3.54M +75,444 New
CWM
15
Centurion Wealth Management
Virginia
$3.29M +$3.17M +67,570 New
Lido Advisors
16
Lido Advisors
California
$3.11M -$302K -6,421 -9%
WGC
17
Watts Gwilliam & Co
Arizona
$2.64M +$2.55M +54,385 New
CF
18
Crosspoint Financial
California
$2.35M -$14.1K -300 -0.6%
AWM
19
Aprio Wealth Management
Georgia
$2.13M +$2.05M +43,719 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.1M -$1.12M -23,876 -36%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.02M +$1.95M +41,475 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.77M +$18.8K +400 +1%
FFWM
23
Future Financial Wealth Management
Ohio
$1.75M +$143K +3,042 +9%
HH
24
Hilltop Holdings
Texas
$1.71M +$405K +8,630 +33%
CGA
25
Crescent Grove Advisors
Illinois
$1.57M +$141 +3 +0%