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iShares Exponential Technologies ETF

245 hedge funds and large institutions have $2.62B invested in iShares Exponential Technologies ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 15 closing their positions.

Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
56
Reduced
97
Closed
15
Calls
$156K
Puts
$66K
Net Calls
+$90K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$7.55M +$902K +15,068 +14%
ECM
27
Evergreen Capital Management
Washington
$6.93M -$270K -4,517 -4%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$6.92M -$108K -1,807 -2%
CWP
29
Concord Wealth Partners
Virginia
$6.7M -$2.14M -35,727 -24%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$6.33M +$691K +11,538 +12%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$6.17M -$920K -15,367 -13%
VCS
32
Vaughan & Co Securities
New Jersey
$5.83M -$104K -1,742 -2%
CAMV
33
Concord Asset Management (Virginia)
Virginia
$5.6M -$1.71M -28,574 -23%
BC
34
Barrett & Company
Rhode Island
$5.17M +$62.7K +1,048 +1%
DWP
35
Daymark Wealth Partners
Ohio
$5.04M +$79.4K +1,327 +2%
DWP
36
Destiny Wealth Partners
Florida
$4.74M +$117K +2,038 +3%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.41M -$250K -4,171 -5%
Truist Financial
38
Truist Financial
North Carolina
$4.05M +$71.9K +1,201 +2%
BCM
39
Brookstone Capital Management
Illinois
$4.04M +$71.4K +1,193 +2%
RJA
40
Raymond James & Associates
Florida
$3.85M +$184K +3,073 +5%
CGA
41
Crescent Grove Advisors
Illinois
$3.47M -$37.7K -630 -1%
CCA
42
Clearwater Capital Advisors
Illinois
$3.38M -$2.16K -36 -0.1%
IWC
43
Integrated Wealth Concepts
Massachusetts
$3.36M -$2M -33,361 -37%
CFA
44
Cahill Financial Advisors
Minnesota
$3.09M +$1.8K +30 +0.1%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.98M -$860K -14,369 -22%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.93M +$2.93M +49,003 New
VA
47
Valmark Advisers
Ohio
$2.87M +$180K +3,007 +7%
BSSFA
48
Baron Silver Stevens Financial Advisors
Florida
$2.67M -$120K -2,009 -4%
VNA
49
Valley National Advisers
Pennsylvania
$2.63M +$504K +8,415 +24%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.61M -$134K -2,230 -5%