XT icon

iShares Exponential Technologies ETF
XT

Overview Fund Activity

234 hedge funds and large institutions have $2.63B invested in iShares Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
55
Reduced
95
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$25.4M
2
Jane Street
Jane Street
New York
+$5.21M
3
SWA
Stratos Wealth Advisors
Ohio
+$3.44M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$3.42M
5
MOS
MGO One Seven
Ohio
+$2.59M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.24M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.09M
3
CWP
Concord Wealth Partners
Virginia
-$4.72M
4
CAMV
Concord Asset Management (Virginia)
Virginia
-$4.6M
5
LPL Financial
LPL Financial
California
-$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
226
Anfield Capital Management
California
$1.4K – – –
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$1.34K +$1.34K +22 New
SIS
228
Sound Income Strategies
Florida
$1.22K +$1.22K +20 New
HFS
229
Hantz Financial Services
Michigan
$1K – – –
CWC
230
Carolinas Wealth Consulting
North Carolina
$683 – – –
CPA
231
Capital Performance Advisors
California
$426 +$426 +7 New
DFA
232
DHJJ Financial Advisors
Illinois
$244 – – –
WOC
233
West Oak Capital
California
$183 – – –
SFC
234
Strategic Financial Concepts
Texas
– -$26.3K -110,950 Closed
CAMV
235
Concord Asset Management (Virginia)
Virginia
– -$4.6M -78,263 Closed
SW
236
SVB Wealth
Massachusetts
– -$1.99M -33,810 Closed
CFA
237
Cahill Financial Advisors
Minnesota
– -$638K -10,841 Closed
OCM
238
One Capital Management
California
– -$631K -10,734 Closed
BBVA
239
Banco Bilbao Vizcaya Argentaria
Spain
– -$607K -10,300 Closed
HF
240
HRT Financial
New York
– -$318K -5,422 Closed
D.E. Shaw & Co
241
D.E. Shaw & Co
New York
– -$306K -5,201 Closed
Millennium Management
242
Millennium Management
New York
– -$267K -4,533 Closed
LCM
243
Lunt Capital Management
Utah
– -$262K -4,452 Closed
RJT
244
Raymond James Trust
Florida
– -$236K -4,006 Closed
GL
245
Graypoint LLC
New York
– -$220K -3,733 Closed
ATPW
246
Ashton Thomas Private Wealth
Arizona
– -$104K -1,762 Closed
SOS
247
Silver Oak Securities
Tennessee
– -$90.6K -1,539 Closed
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
– -$30.1K -515 Closed
OSNBOA
249
Old Second National Bank of Aurora
Illinois
– -$29.7K -505 Closed
TSWM
250
Tyler-Stone Wealth Management
Ohio
– -$8.24K -140 Closed
7 8 9
10
11