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iShares Exponential Technologies ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.54B invested in iShares Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.99B
2
CCA
2
Clearwater Capital Advisors
Illinois
$5.85M
3
RJA
3
Raymond James & Associates
Florida
$5.1M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.45M
5
Ameriprise
5
Ameriprise
Minnesota
$26M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.81M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.1M
3
UBS Group
3
UBS Group
Switzerland
$19.7M
4
BFG
4
Berger Financial Group
Minnesota
$3.19M
5
FFM
5
Forum Financial Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$6.27M -$103K -1,749 -2%
CCA
27
Clearwater Capital Advisors
Illinois
$5.85M +$2.16M +36,734 +59%
VCS
28
Vaughan & Co Securities
New Jersey
$5.76M +$43K +731 +0.8%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$5.4M +$106K +1,808 +2%
CWP
30
Concord Wealth Partners
Virginia
$5.27M -$376K -6,391 -7%
BC
31
Barrett & Company
Rhode Island
$5.16M -$96.8K -1,646 -2%
RJA
32
Raymond James & Associates
Florida
$5.1M +$1.26M +21,459 +33%
DWP
33
Daymark Wealth Partners
Ohio
$5.03M +$55.8K +949 +1%
DWP
34
Destiny Wealth Partners
Florida
$4.86M -$38.7K -658 -0.8%
BCM
35
Brookstone Capital Management
Illinois
$4.73M +$296K +4,928 +7%
MML Investors Services
36
MML Investors Services
Massachusetts
$4.61M +$131K +2,220 +3%
CAMV
37
Concord Asset Management (Virginia)
Virginia
$4.6M -$283K -4,811 -6%
Truist Financial
38
Truist Financial
North Carolina
$4.12M +$60.9K +1,036 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.73M -$1.62M -27,465 -30%
VA
40
Valmark Advisers
Ohio
$3.28M +$401K +6,819 +14%
BFG
41
Berger Financial Group
Minnesota
$3.19M -$3.7M -62,937 -54%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.16M -$3.41K -58 -0.1%
ECM
43
Evergreen Capital Management
Washington
$3.03M -$689K -11,709 -19%
BSSFA
44
Baron Silver Stevens Financial Advisors
Florida
$2.92M +$52.9K +899 +2%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.91M +$8.93K +151 +0.3%
Osaic Holdings
46
Osaic Holdings
Arizona
$2.63M -$1.35M -23,026 -34%
CGA
47
Crescent Grove Advisors
Illinois
$2.55M -$390K -6,629 -13%
IWC
48
Integrated Wealth Concepts
Massachusetts
$2.37M -$359K -6,097 -13%
SL
49
Sentinus LLC
Illinois
$2.27M -$218K -3,704 -9%
MCM
50
MAI Capital Management
Ohio
$2.19M -$49.2K -837 -2%
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