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iShares Exponential Technologies ETF
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Overview Fund Activity

222 hedge funds and large institutions have $2.06B invested in iShares Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.46B
2
Jane Street
Jane Street
New York
$38.6M
3
LPL Financial
LPL Financial
California
$15M
4
CI
CX Institutional
Indiana
$2.32M
5
VA
Valmark Advisers
Ohio
$2.74M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$12M
2
NW
NewEdge Wealth
Pennsylvania
$0
3
RPGK
Retirement Planning Group (Kansas)
Kansas
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$5.91M
5
UBS Group
UBS Group
Switzerland
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMA
226
Foresight Capital Management Advisors
Michigan
– -$2.13M -36,001 Closed
AI
227
Atria Investments
North Carolina
– -$1.89M -31,935 Closed
CAG
228
Csenge Advisory Group
Florida
– -$1.12M -18,911 Closed
AC
229
ASB Consultores
Florida
– -$888K -15,036 Closed
VWA
230
Visionary Wealth Advisors
Illinois
– -$699K -11,843 Closed
NCM
231
New Capital Management
Texas
– -$668K -11,309 Closed
TPA
232
Trivium Point Advisory
Connecticut
– -$653K -11,273 Closed
AMBIA
233
Allen Mooney & Barnes Investment Advisors
Georgia
– -$571K -9,676 Closed
PCIA
234
Prime Capital Investment Advisors
Kansas
– -$552K -8,354 Closed
CWM
235
Cornerstone Wealth Management
Missouri
– -$478K -8,092 Closed
CW
236
CreativeOne Wealth
Kansas
– -$420K -7,120 Closed
LA
237
Latitude Advisors
Florida
– -$345K -5,849 Closed
Wealthfront Advisers
238
Wealthfront Advisers
California
– -$304K -5,147 Closed
MIM
239
Moseley Investment Management
Florida
– -$268K -4,542 Closed
Cerity Partners
240
Cerity Partners
New York
– -$254K -4,308 Closed
MC
241
Moors & Cabot
Massachusetts
– -$245K -4,150 Closed
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
– -$237K -4,012 Closed
BPWM
243
Badgley Phelps Wealth Managers
Washington
– -$231K -3,912 Closed
CG
244
Caprock Group
Idaho
– -$231K -3,906 Closed
BRWA
245
B. Riley Wealth Advisors
Florida
– -$221K -3,728 Closed
CFA
246
Camarda Financial Advisors
Florida
– -$210K -3,562 Closed
EL
247
EQ LLC
Washington
– -$210K -3,560 Closed
MG
248
Mather Group
Illinois
– -$209K -3,544 Closed
CA
249
Cetera Advisors
Colorado
– -$200K -3,388 Closed
Simplex Trading
250
Simplex Trading
Illinois
– -$146K -2,485 Closed
7 8 9
10
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