XT icon

iShares Exponential Technologies ETF

215 hedge funds and large institutions have $1.89B invested in iShares Exponential Technologies ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-7
Holders Change %
-3.15%
% of All Funds
3.72%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
24
Increased
58
Reduced
71
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
26
AlphaCore Capital
California
$5.53M +$1.04M +23,264 +23%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$5.52M +$17.4K +390 +0.3%
SWM
28
Segment Wealth Management
Texas
$5.31M +$83.1K +1,865 +2%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$5.28M -$10.9K -244 -0.2%
ECM
30
Evergreen Capital Management
Washington
$5.16M +$624K +14,010 +14%
DF
31
Donoghue Forlines
Massachusetts
$5.01M +$5.01M +112,289 New
Mariner
32
Mariner
Kansas
$4.98M +$54.6K +1,225 +1%
CT
33
Coastline Trust
Rhode Island
$4.89M -$177K -3,971 -3%
SIM
34
Stratos Investment Management
Ohio
$4.56M +$299K +6,716 +7%
ACS
35
Archford Capital Strategies
Illinois
$4.53M +$129K +2,895 +3%
Osaic Holdings
36
Osaic Holdings
Arizona
$4.51M -$12.5K -280 -0.3%
CI
37
CX Institutional
Indiana
$4.2M +$2.04M +45,869 +95%
BC
38
Barrett & Company
Rhode Island
$4.03M +$4.03M +85,062 New
DWP
39
Destiny Wealth Partners
Florida
$3.37M +$80K +1,794 +2%
Truist Financial
40
Truist Financial
North Carolina
$3.36M +$557K +12,502 +20%
SWA
41
Stratos Wealth Advisors
Ohio
$3.33M +$888K +19,925 +36%
SL
42
Sentinus LLC
Illinois
$3.15M +$3.15M +70,059 New
CFA
43
Cahill Financial Advisors
Minnesota
$2.91M -$57.8K -1,297 -2%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.85M +$72.3K +1,622 +3%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$2.75M +$47.3K +1,062 +2%
CCA
46
Clearwater Capital Advisors
Illinois
$2.56M +$360K +8,078 +16%
BCM
47
Brookstone Capital Management
Illinois
$2.55M +$133K +3,020 +5%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$2.16M +$110K +2,464 +5%
W
49
WealthOne
New York
$2.01M +$72.9K +1,636 +4%
OMC
50
Old Mission Capital
Illinois
$2.01M +$2.01M +45,171 New