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iShares Exponential Technologies ETF
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Overview Fund Activity

210 hedge funds and large institutions have $2.73B invested in iShares Exponential Technologies ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
18
Increased
102
Reduced
46
Closed
14
Calls
$1.11M
Puts
$286K
Net Calls
+$824K
Net Calls Change
+$824K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.71B
2
DWM
Destination Wealth Management
California
$32.7M
3
HSA
HBK Sorce Advisory
Pennsylvania
$53.9M
4
Bank of America
Bank of America
North Carolina
$66.1M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$102M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
$558K
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$55.2M
3
Ameriprise
Ameriprise
Minnesota
$12.7M
4
Morgan Stanley
Morgan Stanley
New York
$18.6M
5
SFS
Sowell Financial Services
Arkansas
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
26
Crescent Grove Advisors
Illinois
$10.1M -$500K -7,910 -5%
Osaic Holdings
27
Osaic Holdings
Arizona
$10M +$1.04M +16,445 +12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$9.97M +$487K +7,703 +5%
RJA
29
Raymond James & Associates
Florida
$9.3M +$179K +2,837 +2%
AC
30
AlphaCore Capital
California
$8.32M +$1.1M +17,422 +15%
CT
31
Coastline Trust
Rhode Island
$7.6M -$918K -14,515 -11%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$7.59M +$13.2K +209 +0.2%
SWM
33
Segment Wealth Management
Texas
$7.09M +$297K +4,700 +4%
PA
34
Procyon Advisors
Connecticut
$7.07M +$7.07M +111,842 New
BAM
35
Beaumont Asset Management
Texas
$6.83M +$1.2K +19 +0%
MA
36
Mutual Advisors
Nebraska
$5.45M -$488K -7,710 -8%
Goldman Sachs
37
Goldman Sachs
New York
$5.36M +$39.9K +631 +0.7%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$4.39M +$2.68M +42,327 +156%
DWP
39
Destiny Wealth Partners
Florida
$4.37M +$263K +4,160 +6%
ACS
40
Archford Capital Strategies
Illinois
$4.26M +$1.65M +26,060 +63%
VCS
41
Vaughan & Co Securities
New Jersey
$4.17M +$3.6M +56,953 +630%
KAS
42
Kestra Advisory Services
Texas
$4.07M +$841K +13,294 +26%
RW
43
REDW Wealth
New Mexico
$3.85M +$18.3K +289 +0.5%
BS
44
Banco Santander
Spain
$3.79M +$135K +2,137 +4%
MML Investors Services
45
MML Investors Services
Massachusetts
$3.63M +$263K +4,159 +8%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.77M – – –
AMC
47
Asset Management Corp
Illinois
$2.69M -$224K -3,545 -8%
OPS
48
Orion Portfolio Solutions
Nebraska
$2.68M +$54.9K +868 +2%
HI
49
Harbour Investments
Wisconsin
$2.63M +$12.9K +204 +0.5%
EPWM
50
Essex Private Wealth Management
Massachusetts
$2.62M -$241K -3,812 -8%
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