iShares Cybersecurity and Tech

IHAK • ARCA

iShares Cybersecurity and Tech is an exchange-traded fund on ARCA. As of Q3 2025, 184 institutional investors hold shares in this ETF, with total holdings valued at $318.7M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $96.6M.

Overview

Overview of institutional ownership in IHAK as of Q3 2025

All Institutions

Institutions: 184
Value Held: $318.7M
Shares Held: 6.1M
Avg Position: $1.7M
Median Position: $306.1K

Hedge Funds

Hedge Funds: 2
Value Held: $1.2M
Shares Held: 22.9K
Avg Position: $598.4K
Median Position: $598.4K

Biggest Investors

Institutions with the largest positions in IHAK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$96.6M 0.01% of portfolio	1.8M shares	Q4 2019 Held for 5y 11m	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$21.8M 0.00% of portfolio	417.1K shares	Q4 2020 Held for 4y 11m	$1.65T
L LPL Financial LLC Institution	-	$17.8M 0.01% of portfolio	340.0K shares	Q3 2020 Held for 5y 2m	$340.07B
Wharton Business Group, LLC RIA/Wealth	Billy Joe Webster CCO	$16.3M 0.71% of portfolio	311.7K shares	Q2 2020 Held for 5y 5m	$2.3B
UBS Group AG Institution	Sergio P. Ermotti CEO	$15.7M 0.00% of portfolio	300.8K shares	Q3 2021 Held for 4y 2m	$511.54B
A Advisor Group Holdings, Inc. Institution	-	$8.2M 0.01% of portfolio	156.7K shares	Q1 2020 Held for 5y 8m	$71.0B
S SCOTIA CAPITAL INC. Institution	-	$8.0M 0.03% of portfolio	153.5K shares	Q4 2024 Held for 11 months	$23.7B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$7.0M 0.01% of portfolio	133.3K shares	Q3 2021 Held for 4y 2m	$87.7B
R ROYAL BANK OF CANADA Institution	-	$7.0M 0.00% of portfolio	133.2K shares	Q1 2020 Held for 5y 8m	$542.04B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$5.4M 0.00% of portfolio	102.4K shares	Q1 2022 Held for 3y 8m	$433.11B

Net Capital Flow

Institutional buying and selling activity for IHAK in Q3 2025

Traded: +$15.5M
Buyers: 77
Sellers: 77
Total Bought: +$26.0M
Total Sold: −$10.5M
Avg Position: $1.6M

Biggest Buyers

Institution	Net Bought	Current Position
NorthRock Partners, LLC RIA/Wealth	+$1.9M +36.7K shares	$1.9M 36.8K shares
Kassira Wealth Management LLC RIA/Wealth	+$1.8M +34.6K shares	$1.8M 34.6K shares
Cetera Investment Advisers RIA/Wealth	+$1.6M +31.5K shares	$2.9M 55.9K shares
First Heartland Consultants, Inc. RIA/Wealth	+$1.5M +28.9K shares	$1.5M 28.9K shares
A ATRIA INVESTMENTS LLC Institution	+$1.5M +28.6K shares	$1.5M 28.6K shares
Groupe la Francaise Fund of Funds	+$1.5M +33.1K shares	$1.5M 33.1K shares
C CI Private Wealth, LLC RIA/Wealth	+$1.4M +26.2K shares	$1.4M 26.2K shares
F FLOW TRADERS U.S. LLC Institution	+$1.3M +25.1K shares	$1.6M 30.2K shares
J JANE STREET GROUP, LLC Institution	+$1.3M +24.1K shares	$1.3M 24.1K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.2M +22.4K shares	$1.2M 22.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
AMERIPRISE FINANCIAL INC Institution	−$2.1M −39.2K shares	$5.4M 102.4K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$1.5M −29.4K shares	$3.0M 58.0K shares
MORGAN STANLEY RIA/Wealth	−$723.3K −13.8K shares	$21.8M 417.1K shares
Private Advisor Group, LLC RIA/Wealth	−$485.7K −9.1K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$462.1K −8.8K shares	$2.4M 46.3K shares
Krilogy Financial LLC RIA/Wealth	−$456.3K −8.9K shares	$1.2M 24.2K shares
Csenge Advisory Group RIA/Wealth	−$386.1K −7.4K shares	$1.5M 28.0K shares
Kestra Advisory Services, LLC RIA/Wealth	−$376.9K −7.2K shares	$381.6K 7.3K shares
I ICICI Prudential Asset Management Co Ltd Institution	−$344.8K −6.5K shares	Sold Off 0 shares
Wharton Business Group, LLC RIA/Wealth	−$336.7K −6.4K shares	$16.3M 311.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IHAK in Q3 2025

New Positions: 16
New Value: $9.7M
Exited Positions: 18
Exited Value: $2.4M

New Positions

Institution	Position Value
Kassira Wealth Management LLC RIA/Wealth	$1.8M 34.6K shares
First Heartland Consultants, Inc. RIA/Wealth	$1.5M 28.9K shares
A ATRIA INVESTMENTS LLC Institution	$1.5M 28.6K shares
Groupe la Francaise Fund of Funds	$1.5M 33.1K shares
C CI Private Wealth, LLC RIA/Wealth	$1.4M 26.2K shares
Stenahm Asset Managment Ltd Fund of Funds	$905.0K 17.3K shares
Waldron, LP RIA/Wealth	$536.1K 10.2K shares
PACIFIC SUN FINANCIAL CORP RIA/Wealth	$324.0K 6.2K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$223.0K 4.3K shares
CITY HOLDING CO Institution	$52.3K 1.0K shares

Exited Positions

Institution	Previous Position
Private Advisor Group, LLC RIA/Wealth	$485.7K 9.1K shares
I ICICI Prudential Asset Management Co Ltd Institution	$344.8K 6.5K shares
Sugar Maple Asset Management, LLC RIA/Wealth	$321.5K 6.0K shares
FIFTH THIRD SECURITIES, INC. RIA/Wealth	$258.3K 4.9K shares
BostonPremier Wealth LLC RIA/Wealth	$232.5K 4.4K shares
Valmark Advisers, Inc. RIA/Wealth	$201.1K 3.8K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$171.8K 3.2K shares
F Financial Freedom, LLC Institution	$87.0K 1.6K shares
AlphaCore Capital LLC Real Assets	$58.5K 1.1K shares
H HUNTINGTON NATIONAL BANK Long Only Manager	$50.4K 947.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IHAK as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IHAK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
CROSSPOINT FINANCIAL, LLC RIA/Wealth	Tu Anh Tran Managing Partner	6.68% $2.7M	50.9K shares	Q1 2025 Held for 8 months	$39.9M
Solutions 4 Wealth, Ltd RIA/Wealth	Melissa Ann Hatcher Partner	1.76% $1.1M	21.7K shares	Q4 2023 Held for 1y 11m	$64.4M
Kassira Wealth Management LLC RIA/Wealth	Gassan Joseph Kassira Managing Partner	1.75% $1.8M	34.6K shares	Q3 2025 Held for 2 months	$103.8M
C Centurion Wealth Management LLC Institution	-	1.22% $5.3M	101.3K shares	Q3 2024 Held for 1y 2m	$434.9M
Koa Wealth Management, LLC RIA/Wealth	Michael Frederick Souza CEO	1.05% $1.4M	27.1K shares	Q4 2023 Held for 1y 11m	$134.9M
RAINIER FAMILY WEALTH INC RIA/Wealth	Jun Stephen Chea President	0.96% $1.1M	20.7K shares	Q2 2025 Held for 5 months	$112.2M
1 NORTH WEALTH SERVICES LLC RIA/Wealth	James Edward Brennan CCO	0.89% $2.2M	41.6K shares	Q4 2024 Held for 11 months	$244.1M
PETRA FINANCIAL ADVISORS INC RIA/Wealth	Jonathan Stephen Forbes President	0.87% $1.5M	28.2K shares	Q1 2024 Held for 1y 8m	$169.8M
MARK SHEPTOFF FINANCIAL PLANNING, LLC RIA/Wealth	Richard Houghton Stowe President	0.81% $1.7M	32.2K shares	Q3 2022 Held for 3y 2m	$207.4M
Wharton Business Group, LLC RIA/Wealth	Billy Joe Webster CCO	0.71% $16.3M	311.7K shares	Q2 2020 Held for 5y 5m	$2.3B

Hedge Fund Spotlight

Discover hedge funds investing in IHAK

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares Cybersecurity and Tech

Market Value: $1.2M
Shares Held: 22.4K
Portfolio Weight: 0.00%
Owned Since: 2023-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%