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iShares Exponential Technologies ETF
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Overview Fund Activity

222 hedge funds and large institutions have $2.06B invested in iShares Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.46B
2
Jane Street
Jane Street
New York
$38.6M
3
LPL Financial
LPL Financial
California
$15M
4
CI
CX Institutional
Indiana
$2.32M
5
VA
Valmark Advisers
Ohio
$2.74M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$12M
2
NW
NewEdge Wealth
Pennsylvania
$0
3
RPGK
Retirement Planning Group (Kansas)
Kansas
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$5.91M
5
UBS Group
UBS Group
Switzerland
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.75M -$1.86M -38,821 -24%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$5.69M +$56.5K +1,178 +1%
SWM
28
Segment Wealth Management
Texas
$5.62M +$65.2K +1,360 +1%
CT
29
Coastline Trust
Rhode Island
$5.45M -$822K -17,154 -13%
Mariner
30
Mariner
Kansas
$5.29M -$2.75M -57,372 -34%
ECM
31
Evergreen Capital Management
Washington
$4.88M -$46.3K -966 -0.9%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.86M +$16K +333 +0.3%
AC
33
AlphaCore Capital
California
$4.83M -$93.5K -1,950 -2%
ACS
34
Archford Capital Strategies
Illinois
$4.74M +$238K +4,958 +5%
SIM
35
Stratos Investment Management
Ohio
$4.58M -$250K -5,217 -5%
FTUS
36
Flow Traders U.S.
New York
$4.09M +$1.18M +24,606 +41%
DWP
37
Destiny Wealth Partners
Florida
$3.53M +$161K +3,358 +5%
CFA
38
Cahill Financial Advisors
Minnesota
$3.19M -$369K -7,707 -10%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$3.15M -$985K -20,542 -24%
Truist Financial
40
Truist Financial
North Carolina
$3.01M +$312K +6,512 +12%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.99M -$5.7K -119 -0.2%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.91M -$1.29M -26,920 -31%
BSSFA
43
Baron Silver Stevens Financial Advisors
Florida
$2.86M +$313K +6,542 +12%
VA
44
Valmark Advisers
Ohio
$2.74M +$2.21M +46,078 +416%
BCM
45
Brookstone Capital Management
Illinois
$2.74M +$429K +8,630 +19%
SWA
46
Stratos Wealth Advisors
Ohio
$2.63M +$1.12M +23,369 +74%
CCA
47
Clearwater Capital Advisors
Illinois
$2.37M +$408K +8,513 +21%
CI
48
CX Institutional
Indiana
$2.32M +$2.32M +48,438 New
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$2.2M -$76.8K -1,603 -3%
AMC
50
Asset Management Corp
Illinois
$2.09M -$17.6K -368 -0.8%
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