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iShares Exponential Technologies ETF
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Overview Fund Activity

249 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
35
Increased
76
Reduced
80
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$26.9M
2
Morgan Stanley
Morgan Stanley
New York
+$13.3M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$12.1M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$10.9M
5
OMC
Old Mission Capital
Illinois
+$4.87M

Top Sellers

1
AFA
Alpha Financial Advisors
North Carolina
-$20.1M
2
AC
AlphaCore Capital
California
-$8.81M
3
Ameriprise
Ameriprise
Minnesota
-$5.52M
4
Wells Fargo
Wells Fargo
California
-$5.44M
5
Jane Street
Jane Street
New York
-$4.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Barrett & Company
Rhode Island
$5.3M +$41K +688 +0.8%
DWP
27
Daymark Wealth Partners
Ohio
$5.25M +$109K +1,831 +2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.2M -$1.42M -23,801 -21%
OMC
29
Old Mission Capital
Illinois
$4.87M +$4.87M +81,668 New
DWP
30
Destiny Wealth Partners
Florida
$4.81M +$42.2K +708 +0.9%
BCM
31
Brookstone Capital Management
Illinois
$4.73M -$151K -2,533 -3%
KAS
32
Kestra Advisory Services
Texas
$4.36M +$2.65M +44,340 +154%
Wells Fargo
33
Wells Fargo
California
$4.36M -$5.44M -91,223 -56%
MOS
34
MGO One Seven
Ohio
$4.21M +$491K +8,238 +13%
WBG
35
Wharton Business Group
Pennsylvania
$4.17M +$312K +5,230 +8%
VA
36
Valmark Advisers
Ohio
$3.66M +$134K +2,247 +4%
Renaissance Technologies
37
Renaissance Technologies
New York
$3.11M +$2.51M +42,000 +416%
BSSFA
38
Baron Silver Stevens Financial Advisors
Florida
$2.95M +$8.77K +147 +0.3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.92M +$72.2K +1,210 +3%
Truist Financial
40
Truist Financial
North Carolina
$2.85M -$1.39M -23,274 -33%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.75M -$141K -2,360 -5%
Citadel Advisors
42
Citadel Advisors
Florida
$2.67M +$1.57M +26,380 +144%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.6M -$2.8M -46,996 -52%
Osaic Holdings
44
Osaic Holdings
Arizona
$2.53M -$9.91K -166 -0.4%
FTUS
45
Flow Traders U.S.
New York
$2.45M +$2.45M +40,993 New
Jones Financial Companies
46
Jones Financial Companies
Missouri
$2.41M +$474K +7,945 +24%
SL
47
Sentinus LLC
Illinois
$2.26M +$1.33M +22,304 +143%
ECM
48
Evergreen Capital Management
Washington
$2.17M -$203K -3,394 -9%
SWIG
49
Strategic Wealth Investment Group
Kentucky
$2.11M -$41.9K -703 -2%
AFA
50
Alpha Financial Advisors
North Carolina
$2.1M -$20.1M -336,306 -91%
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