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iShares Exponential Technologies ETF
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Overview Fund Activity

209 hedge funds and large institutions have $2.43B invested in iShares Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
$42.7M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$61.1M
3
CF
Corrigan Financial
Rhode Island
$14.9M
4
CWP
Concord Wealth Partners
Virginia
$13.3M
5
UBS Group
UBS Group
Switzerland
$27.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.55B
2
BCI
Brinker Capital Investments
Pennsylvania
$71.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$41.8M
4
FI
FormulaFolio Investments
Michigan
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$8.54M +$802K +13,546 +10%
BCM
27
Brookstone Capital Management
Illinois
$8.46M +$1.61M +27,196 +24%
Osaic Holdings
28
Osaic Holdings
Arizona
$8.43M +$1.73M +29,111 +26%
CT
29
Coastline Trust
Rhode Island
$7.98M +$16.9K +285 +0.2%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$7.35M +$7.35M +124,119 New
CIBC World Market
31
CIBC World Market
Ontario, Canada
$7.09M -$40.4K -683 -0.6%
AC
32
AlphaCore Capital
California
$6.76M +$4.52M +76,400 +203%
BAM
33
Beaumont Asset Management
Texas
$6.39M +$107K +1,800 +2%
SWM
34
Segment Wealth Management
Texas
$6.36M +$28.4K +479 +0.4%
MA
35
Mutual Advisors
Nebraska
$5.56M +$24K +405 +0.4%
Goldman Sachs
36
Goldman Sachs
New York
$4.98M +$2.99M +50,508 +150%
DWP
37
Destiny Wealth Partners
Florida
$3.85M +$238K +4,013 +7%
SFS
38
Sowell Financial Services
Arkansas
$3.72M -$443K -7,303 -11%
RW
39
REDW Wealth
New Mexico
$3.59M -$746K -12,593 -17%
BS
40
Banco Santander
Spain
$3.42M +$3.42M +57,720 New
MML Investors Services
41
MML Investors Services
Massachusetts
$3.15M +$128K +2,165 +4%
KAS
42
Kestra Advisory Services
Texas
$3.03M +$2.44M +41,229 +418%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.77M – – –
EPWM
44
Essex Private Wealth Management
Massachusetts
$2.67M -$216K -3,653 -7%
ACS
45
Archford Capital Strategies
Illinois
$2.55M +$560K +9,080 +28%
OPS
46
Orion Portfolio Solutions
Nebraska
$2.46M +$293K +4,951 +14%
HI
47
Harbour Investments
Wisconsin
$2.45M +$2.45M +41,318 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$2.41M +$18.5K +303 +0.8%
IWM
49
IHT Wealth Management
Illinois
$2.31M +$2.19M +36,909 +1,816%
MIAN
50
Mariner Independent Advisor Network
Kansas
$2.26M -$496K -8,384 -18%
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