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iShares Exponential Technologies ETF
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Overview Fund Activity

225 hedge funds and large institutions have $2.74B invested in iShares Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$14.5M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$5.97M
3
Mariner
Mariner
Kansas
+$5.32M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$4.41M
5
SIM
Stratos Investment Management
Ohio
+$4.28M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$18.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.95M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.89M
4
BS
Banco Santander
Spain
-$3.79M
5
CWP
Concord Wealth Partners
Virginia
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$11M +$496K +7,905 +5%
HHRDM
27
H&H Retirement Design & Management
Nevada
$10.9M +$186K +2,992 +2%
CGA
28
Crescent Grove Advisors
Illinois
$10.5M +$422K +6,724 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$10.1M +$132K +2,102 +1%
RJA
30
Raymond James & Associates
Florida
$9.4M +$178K +2,837 +2%
AC
31
AlphaCore Capital
California
$7.79M -$461K -7,351 -6%
CT
32
Coastline Trust
Rhode Island
$7.65M +$108K +1,719 +1%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$7.5M -$27.1K -432 -0.4%
PA
34
Procyon Advisors
Connecticut
$7.2M +$187K +2,987 +3%
SWM
35
Segment Wealth Management
Texas
$7.13M +$96.9K +1,545 +1%
VCS
36
Vaughan & Co Securities
New Jersey
$6.89M +$2.75M +43,842 +66%
Goldman Sachs
37
Goldman Sachs
New York
$6.89M +$1.57M +25,037 +30%
BAM
38
Beaumont Asset Management
Texas
$6.77M -$1.57K -25 -0%
KAS
39
Kestra Advisory Services
Texas
$6.01M +$1.97M +31,470 +49%
MA
40
Mutual Advisors
Nebraska
$5.54M +$138K +2,195 +3%
Mariner
41
Mariner
Kansas
$5.32M +$5.32M +84,727 New
ACS
42
Archford Capital Strategies
Illinois
$4.58M +$351K +5,587 +8%
SIM
43
Stratos Investment Management
Ohio
$4.28M +$4.28M +68,270 New
DWP
44
Destiny Wealth Partners
Florida
$3.91M -$426K -6,797 -10%
RW
45
REDW Wealth
New Mexico
$3.87M +$47.9K +764 +1%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$3.8M -$555K -8,844 -13%
MML Investors Services
47
MML Investors Services
Massachusetts
$3.71M +$113K +1,801 +3%
ECM
48
Evergreen Capital Management
Washington
$3.23M +$994K +15,837 +44%
Barclays
49
Barclays
United Kingdom
$3.23M +$821K +13,081 +34%
Truist Financial
50
Truist Financial
North Carolina
$2.95M +$569K +9,073 +24%
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