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iShares Exponential Technologies ETF
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Overview Fund Activity

212 hedge funds and large institutions have $2.26B invested in iShares Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.39%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$25.2M
2
Jane Street
Jane Street
New York
+$8.53M
3
DAS
Dynamic Advisor Solutions
Arizona
+$4.6M
4
Mariner
Mariner
Kansas
+$4.01M
5
ACS
Archford Capital Strategies
Illinois
+$1.78M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$42.5M
2
DWM
Destination Wealth Management
California
-$6.87M
3
Morgan Stanley
Morgan Stanley
New York
-$4.6M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.9M
5
DA
Detalus Advisors
Missouri
-$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Segment Wealth Management
Texas
$6M -$107K -2,026 -2%
VCS
27
Vaughan & Co Securities
New Jersey
$5.47M -$87.6K -1,663 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.26M -$493K -9,347 -9%
SL
29
Sentinus LLC
Illinois
$4.92M +$1.45M +27,564 +42%
Osaic Holdings
30
Osaic Holdings
Arizona
$4.6M -$698K -13,241 -13%
BC
31
Barrett & Company
Rhode Island
$4.51M +$27.2K +517 +0.6%
DWP
32
Daymark Wealth Partners
Ohio
$4.3M -$187K -3,552 -4%
SWA
33
Stratos Wealth Advisors
Ohio
$4.24M +$268K +5,080 +7%
DWP
34
Destiny Wealth Partners
Florida
$4.13M +$117K +2,211 +3%
CGA
35
Crescent Grove Advisors
Illinois
$3.91M -$52.3K -993 -1%
KAS
36
Kestra Advisory Services
Texas
$3.86M -$2.42M -45,950 -39%
Truist Financial
37
Truist Financial
North Carolina
$3.65M +$197K +3,743 +6%
SW
38
SVB Wealth
Massachusetts
$3.58M -$55.4K -1,052 -2%
MML Investors Services
39
MML Investors Services
Massachusetts
$3.39M -$13.4K -255 -0.4%
BCM
40
Brookstone Capital Management
Illinois
$3.24M +$101K +1,930 +3%
CCA
41
Clearwater Capital Advisors
Illinois
$3.18M +$12.9K +244 +0.4%
DF
42
Donoghue Forlines
Massachusetts
$3.12M -$370K -7,028 -11%
DWM
43
Destination Wealth Management
California
$3.06M -$6.87M -130,356 -69%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.89M -$271K -5,147 -9%
CFA
45
Cahill Financial Advisors
Minnesota
$2.62M +$63.6K +1,207 +2%
BSSFA
46
Baron Silver Stevens Financial Advisors
Florida
$2.57M -$615K -11,679 -19%
W
47
WealthOne
New York
$2.34M +$70.9K +1,346 +3%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$2.3M +$11.5K +219 +0.5%
CI
49
CX Institutional
Indiana
$2.2M -$1.88M -35,744 -46%
AMC
50
Asset Management Corp
Illinois
$2.2M -$30.1K -571 -1%
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