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iShares Cybersecurity and Tech ETF
IHAK

173 hedge funds and large institutions have $277M invested in iShares Cybersecurity and Tech ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

25% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 44

11% more funds holding

Funds holding: 156 → 173 (+17)

7% more capital invested

Capital invested by funds: $258M → $277M (+$18.9M)

1.03% more ownership

Funds ownership: 28.97% → 30% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

62% less call options, than puts

Call options by funds: $146K | Put options by funds: $385K

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
55
Reduced
44
Closed
14
Calls
$146K
Puts
$385K
Net Calls
-$239K
Net Calls Change
-$439K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$11.8M
2
UBS Group
UBS Group
Switzerland
+$5.03M
3
AWM
Aprio Wealth Management
Georgia
+$1.37M
4
IAA
Independent Advisor Alliance
North Carolina
+$952K
5
Stifel Financial
Stifel Financial
Missouri
+$751K

Top Sellers

1
Jane Street
Jane Street
New York
-$5.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.26M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.43M
4
CWM
Congress Wealth Management
Massachusetts
-$910K
5
BRWA
B. Riley Wealth Advisors
Florida
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$83.9M +$11.8M +236,973 +16%
Morgan Stanley
2
Morgan Stanley
New York
$18.1M +$441K +8,853 +2%
LPL Financial
3
LPL Financial
California
$17M -$35.2K -705 -0.2%
UBS Group
4
UBS Group
Switzerland
$17M +$5.03M +100,884 +41%
WBG
5
Wharton Business Group
Pennsylvania
$14.5M +$111K +2,235 +0.8%
Ameriprise
6
Ameriprise
Minnesota
$7M -$213K -4,278 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.17M +$371K +7,450 +6%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.87M +$151K +3,032 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.57M +$152K +3,047 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.54M +$120K +2,409 +3%
NCM
11
Nelson Capital Management
California
$4.02M +$133K +2,670 +3%
MHIP
12
Mountain Hill Investment Partners
New Jersey
$3.89M +$3.97M +79,720 New
GF
13
Gimbal Financial
Indiana
$3.75M +$74.9K +1,503 +2%
CWM
14
Centurion Wealth Management
Virginia
$3.53M +$243K +4,872 +7%
BW
15
BostonPremier Wealth
Massachusetts
$3.51M +$3.59M +72,005 New
AWM
16
Aprio Wealth Management
Georgia
$3.47M +$1.37M +27,483 +63%
Lido Advisors
17
Lido Advisors
California
$2.74M -$388K -7,787 -12%
Raymond James Financial
18
Raymond James Financial
Florida
$2.55M +$2.6M +52,212 New
1NWS
19
1 North Wealth Services
Maryland
$2.28M +$2.33M +46,810 New
Stifel Financial
20
Stifel Financial
Missouri
$2.23M +$751K +15,056 +49%
WGC
21
Watts Gwilliam & Co
Arizona
$2.19M -$484K -9,701 -18%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$2.08M -$4.26M -85,496 -67%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.07M -$27.5K -552 -1%
FFWM
24
Future Financial Wealth Management
Ohio
$1.83M +$76.5K +1,534 +4%
HH
25
Hilltop Holdings
Texas
$1.68M -$29.1K -584 -2%
1
2 3 4 5

IHAK Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Cybersecurity and Tech ETF (IHAK) for Q4 2024, worth a combined $277M — up 7.3% from $258M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IHAK positions and 14 closed out — a net gain of 22 holders — while 55 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $11.8M. The largest seller was Jane Street, exiting entirely with an estimated $5.6M sold.

  • 173 institutional investors held iShares Cybersecurity and Tech ETF (IHAK) as of Q4 2024, up from 156 in Q3 2024.
  • Funds reported $277M of iShares Cybersecurity and Tech ETF stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 36 funds opened new iShares Cybersecurity and Tech ETF positions in Q4 2024 and 14 closed out, a net change of +22 holders.
  • The largest iShares Cybersecurity and Tech ETF buyer in Q4 2024 was Bank of America, an estimated $11.8M added.
  • The largest iShares Cybersecurity and Tech ETF seller in Q4 2024 was Jane Street, an estimated $5.6M sold.

Based on aggregated 13F filings for Q4 2024.