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iShares Exponential Technologies ETF

223 hedge funds and large institutions have $2.08B invested in iShares Exponential Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
31
Increased
65
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
26
Segment Wealth Management
Texas
$5.48M -$157K -3,326 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.17M -$2.34M -49,437 -31%
ACS
28
Archford Capital Strategies
Illinois
$5.09M +$276K +5,837 +6%
VCS
29
Vaughan & Co Securities
New Jersey
$4.99M -$1.34M -28,325 -21%
Mariner
30
Mariner
Kansas
$4.94M -$345K -7,281 -7%
ECM
31
Evergreen Capital Management
Washington
$4.86M -$615K -12,989 -11%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.76M -$27.8K -587 -0.6%
DWP
33
Daymark Wealth Partners
Ohio
$4.03M +$4.03M +85,196 New
BC
34
Barrett & Company
Rhode Island
$4.03M
CI
35
CX Institutional
Indiana
$3.68M -$785K -16,575 -18%
DWP
36
Destiny Wealth Partners
Florida
$3.61M +$32.3K +683 +0.9%
SWA
37
Stratos Wealth Advisors
Ohio
$3.57M +$31.1K +656 +0.9%
CGA
38
Crescent Grove Advisors
Illinois
$3.56M -$5.02M -106,125 -59%
SW
39
SVB Wealth
Massachusetts
$3.26M +$1.2M +25,341 +58%
DF
40
Donoghue Forlines
Massachusetts
$3.13M -$2.18M -46,117 -41%
Truist Financial
41
Truist Financial
North Carolina
$3.1M -$463K -9,779 -13%
HighTower Advisors
42
HighTower Advisors
Illinois
$3.09M +$2.53M +53,369 +449%
SL
43
Sentinus LLC
Illinois
$3.08M -$200K -4,267 -6%
DA
44
Detalus Advisors
Missouri
$3.07M +$2.73M +57,735 +808%
MML Investors Services
45
MML Investors Services
Massachusetts
$3.06M +$29K +613 +1%
BCM
46
Brookstone Capital Management
Illinois
$2.9M +$84.4K +1,740 +3%
BSSFA
47
Baron Silver Stevens Financial Advisors
Florida
$2.86M -$52.8K -1,115 -2%
CCA
48
Clearwater Capital Advisors
Illinois
$2.85M +$129K +2,726 +5%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$2.84M -$81K -1,711 -3%
HSA
50
HBK Sorce Advisory
Pennsylvania
$2.59M +$473K +9,996 +22%