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iShares Exponential Technologies ETF
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Overview Fund Activity

249 hedge funds and large institutions have $3.01B invested in iShares Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+24
Holders Change %
+10.67%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
44
Increased
110
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.83B
2
NW
2
NewEdge Wealth
Pennsylvania
$22.1M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$66.3M
4
FA
4
FDx Advisors
Illinois
$7.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.54M
2
SW
2
SVB Wealth
Massachusetts
$3.42M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$1.52M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$49.3M
5
Wells Fargo
5
Wells Fargo
California
$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Stephens Consulting
Michigan
$17.1K +$17.1K +259 New
MFC
227
Morris Financial Concepts
South Carolina
$16K +$16K +249 New
CAL
228
Capital Analysts LLC
Pennsylvania
$13K +$13K +192 New
AF
229
Allworth Financial
California
$11K – – –
PCG
230
Private Capital Group
Connecticut
$10K – – –
ADL
231
Asset Dedication LLC
California
$9K – – –
CA
232
CoreCap Advisors
Michigan
$9K +$9K +132 New
LC
233
Legacy CG
Texas
$9K +$9K +136 New
TSWM
234
Tyler-Stone Wealth Management
Ohio
$9K +$9K +140 New
RDFA
235
Ritter Daniher Financial Advisory
Ohio
$8K – – –
AIM
236
AHL Investment Management
Florida
$8K +$8K +126 New
S
237
SignatureFD
Georgia
$7K – – –
TRCT
238
Tower Research Capital (TRC)
New York
$5K +$5K +79 New
JPMorgan Chase & Co
239
JPMorgan Chase & Co
New York
$3K – – –
LWANC
240
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
AWM
241
AllSquare Wealth Management
New York
$3K – – –
BWM
242
Baystate Wealth Management
Massachusetts
$3K +$3K +50 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$2K -$2.85K -37 -59%
EWM
244
Evermay Wealth Management
Virginia
$2K +$2K +26 New
CWC
245
Carolinas Wealth Consulting
North Carolina
$1K -$500 -11 -33%
HFS
246
Hantz Financial Services
Michigan
$1K – – –
WIM
247
Westside Investment Management
California
$6 – – –
PP
248
Prudential plc
United Kingdom
– -$1.26M -20,000 Closed
CAG
249
Csenge Advisory Group
Florida
– -$1.16M -18,480 Closed
DAS
250
Dynamic Advisor Solutions
Arizona
– -$714K -11,378 Closed
7 8 9
10
11