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iShares Exponential Technologies ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.54B invested in iShares Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.99B
2
CCA
Clearwater Capital Advisors
Illinois
$5.85M
3
RJA
Raymond James & Associates
Florida
$5.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.45M
5
Ameriprise
Ameriprise
Minnesota
$26M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$8.81M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$10.1M
3
UBS Group
UBS Group
Switzerland
$19.7M
4
BFG
Berger Financial Group
Minnesota
$3.19M
5
FFM
Forum Financial Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
226
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.53K +$6.53K +111 New
FFA
227
Founders Financial Alliance
North Carolina
$6.41K – – –
MSG
228
Main Street Group
Virginia
$5.87K – – –
BL
229
Balentine LLC
Georgia
$4.35K – – –
HB
230
Horizon Bancorp
Indiana
$4K -$3.2K -48 -44%
AP
231
Aspect Partners
Virginia
$3.88K – – –
CTB
232
Country Trust Bank
Illinois
$3.88K – – –
PSB
233
Piscataqua Savings Bank
New Hampshire
$2.94K – – –
LWANC
234
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.88K – – –
GI
235
Gradient Investments
Minnesota
$2.77K +$2.77K +47 New
CPA
236
Clear Point Advisors
New York
$1.78K – – –
VCM
237
Versant Capital Management
Arizona
$1.41K – – –
ACM
238
Anfield Capital Management
California
$1.35K – – –
FCAS
239
First Command Advisory Services
Texas
$1.12K +$1.12K +19 New
HFS
240
Hantz Financial Services
Michigan
$1K – – –
FHA
241
First Horizon Advisors
Tennessee
$764 – – –
CWC
242
Carolinas Wealth Consulting
North Carolina
$660 +$55 +1 +9%
DFA
243
DHJJ Financial Advisors
Illinois
$236 – – –
FFM
244
Forum Financial Management
Illinois
– -$3.7M -61,997 Closed
MAV
245
Mason & Associates (Virginia)
Virginia
– -$2.35M -39,379 Closed
MC
246
Mathes Company
New York
– -$1.52M -25,425 Closed
HIC
247
Hartline Investment Corp
Illinois
– -$737K -12,354 Closed
Qube Research & Technologies (QRT)
248
Qube Research & Technologies (QRT)
United Kingdom
– -$647K -10,848 Closed
CPC
249
Consolidated Planning Corp
Georgia
– -$564K -9,454 Closed
OMC
250
Old Mission Capital
Illinois
– -$502K -8,414 Closed
7 8 9
10
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