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iShares Exponential Technologies ETF
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Overview Fund Activity

249 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
35
Increased
76
Reduced
80
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$26.9M
2
Morgan Stanley
Morgan Stanley
New York
+$13.3M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$12.1M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$10.9M
5
OMC
Old Mission Capital
Illinois
+$4.87M

Top Sellers

1
AFA
Alpha Financial Advisors
North Carolina
-$20.1M
2
AC
AlphaCore Capital
California
-$8.81M
3
Ameriprise
Ameriprise
Minnesota
-$5.52M
4
Wells Fargo
Wells Fargo
California
-$5.44M
5
Jane Street
Jane Street
New York
-$4.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Abound Wealth Management
Tennessee
$9.99K – – –
RWPA
227
Richard W. Paul & Associates
Michigan
$9.13K – – –
US Bancorp
228
US Bancorp
Minnesota
$8.95K – – –
BA
229
Bellwether Advisors
Nebraska
$8.95K +$8.95K +150 New
BTI
230
Blue Trust Inc
Georgia
$8.95K +$8.95K +150 New
RDFA
231
Ritter Daniher Financial Advisory
Ohio
$7.46K – – –
ACA
232
Aptus Capital Advisors
Alabama
$6.62K – – –
GWANC
233
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.62K – – –
FFA
234
Founders Financial Alliance
North Carolina
$6.5K – – –
MSG
235
Main Street Group
Virginia
$5.99K +$59 +1 +1%
HFS
236
Hopwood Financial Services
Virginia
$4.48K +$4.48K +75 New
BL
237
Balentine LLC
Georgia
$4.42K – – –
PSB
238
Piscataqua Savings Bank
New Hampshire
$2.98K – – –
SAM
239
Synergy Asset Management
Washington
$2.86K +$2.86K +47 New
GSWM
240
Golden State Wealth Management
California
$2.76K +$2.76K +46 New
VCM
241
Versant Capital Management
Arizona
$1.43K – – –
ACM
242
Anfield Capital Management
California
$1.37K – – –
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$1.31K – – –
HB
244
Horizon Bancorp
Indiana
$1K -$1.71K -29 -63%
HFS
245
Hantz Financial Services
Michigan
$1K – – –
FHA
246
First Horizon Advisors
Tennessee
$775 -$61.3K -1,028 -99%
NC
247
NewSquare Capital
Pennsylvania
$298 +$298 +5 New
DFA
248
DHJJ Financial Advisors
Illinois
$239 – – –
UCFA
249
United Capital Financial Advisors
Texas
– -$348K -5,717 Closed
Goldman Sachs
250
Goldman Sachs
New York
– -$319K -5,234 Closed
7 8 9
10
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