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iShares Exponential Technologies ETF
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Overview Fund Activity

220 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
77
Reduced
66
Closed
17
Calls
$1.8M
Puts
–
Net Calls
+$1.8M
Net Calls Change
+$1.8M

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$95.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$95.6M
3
GG
3
Greenwood Gearhart
Arkansas
$9.54M
4
OMC
4
Old Mission Capital
Illinois
$5.01M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.86B
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$27.5M
4
RJA
4
Raymond James & Associates
Florida
$3.35M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
AlphaCore Capital
California
$6.93M +$209K +3,752 +3%
DAS
27
Dynamic Advisor Solutions
Arizona
$6.91M +$324K +5,821 +5%
ECM
28
Evergreen Capital Management
Washington
$6.86M +$284K +5,112 +4%
UBS Group
29
UBS Group
Switzerland
$6.74M +$54.4K +978 +0.8%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$6.66M -$94.5K -1,699 -1%
SWA
31
Stratos Wealth Advisors
Ohio
$6.09M +$1.61M +29,046 +36%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$6.06M +$510K +9,172 +9%
VCS
33
Vaughan & Co Securities
New Jersey
$5.49M -$277K -4,976 -5%
Osaic Holdings
34
Osaic Holdings
Arizona
$5.34M +$484K +8,706 +10%
SL
35
Sentinus LLC
Illinois
$5.03M -$159K -2,866 -3%
OMC
36
Old Mission Capital
Illinois
$5.01M +$5.01M +90,117 New
IWC
37
Integrated Wealth Concepts
Massachusetts
$4.82M +$3.38M +60,776 +235%
BC
38
Barrett & Company
Rhode Island
$4.68M -$73.4K -1,320 -2%
DWP
39
Destiny Wealth Partners
Florida
$4.58M +$103K +1,811 +2%
DWP
40
Daymark Wealth Partners
Ohio
$4.56M +$22.7K +409 +0.5%
MML Investors Services
41
MML Investors Services
Massachusetts
$4.44M +$860K +15,469 +24%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.88M +$2.83M +50,977 +271%
CGA
43
Crescent Grove Advisors
Illinois
$3.74M -$377K -6,774 -9%
Truist Financial
44
Truist Financial
North Carolina
$3.66M -$193K -3,473 -5%
BCM
45
Brookstone Capital Management
Illinois
$3.46M +$93.5K +1,712 +3%
RJA
46
Raymond James & Associates
Florida
$3.35M -$4.14M -74,485 -55%
BSSFA
47
Baron Silver Stevens Financial Advisors
Florida
$3.25M +$540K +9,716 +20%
CCA
48
Clearwater Capital Advisors
Illinois
$3.23M -$130K -2,334 -4%
SW
49
SVB Wealth
Massachusetts
$3.05M -$724K -13,016 -19%
CFA
50
Cahill Financial Advisors
Minnesota
$2.82M +$51.1K +919 +2%
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