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iShares Exponential Technologies ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.32B invested in iShares Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$16K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$35.4M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$40.3M
4
MCM
4
MAI Capital Management
Ohio
$2.03M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$7.96M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$45M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$45M
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$6.28M -$166K -3,185 -3%
SWA
27
Stratos Wealth Advisors
Ohio
$6.26M +$544K +10,429 +10%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.19M -$672K -12,872 -10%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$6.13M -$119K -2,287 -2%
UBS Group
30
UBS Group
Switzerland
$5.8M -$526K -10,071 -8%
VCS
31
Vaughan & Co Securities
New Jersey
$5.17M +$16.8K +321 +0.3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4.92M -$778K -14,895 -14%
IWC
33
Integrated Wealth Concepts
Massachusetts
$4.67M +$150K +2,871 +3%
BC
34
Barrett & Company
Rhode Island
$4.45M +$51.5K +986 +1%
DWP
35
Daymark Wealth Partners
Ohio
$4.32M +$38.8K +743 +0.9%
DWP
36
Destiny Wealth Partners
Florida
$4.21M +$21.8K +417 +0.5%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.07M -$97.9K -1,875 -2%
Truist Financial
38
Truist Financial
North Carolina
$3.47M +$29.2K +560 +0.9%
BCM
39
Brookstone Capital Management
Illinois
$3.35M +$148K +2,929 +5%
Osaic Holdings
40
Osaic Holdings
Arizona
$3.35M -$1.67M -31,892 -33%
RJA
41
Raymond James & Associates
Florida
$3.19M +$53.1K +1,017 +2%
CGA
42
Crescent Grove Advisors
Illinois
$3.06M -$454K -8,698 -13%
CCA
43
Clearwater Capital Advisors
Illinois
$2.95M -$83.7K -1,604 -3%
SW
44
SVB Wealth
Massachusetts
$2.82M -$46.2K -885 -2%
CFA
45
Cahill Financial Advisors
Minnesota
$2.69M +$45.6K +873 +2%
BSSFA
46
Baron Silver Stevens Financial Advisors
Florida
$2.43M -$623K -11,931 -20%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.4M +$181K +3,473 +8%
VA
48
Valmark Advisers
Ohio
$2.35M +$61.3K +1,174 +3%
BBVA
49
Banco Bilbao Vizcaya Argentaria
Spain
$2.3M +$60.6K +1,163 +3%
W
50
WealthOne
New York
$2.23M -$84.9K -1,627 -4%
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