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iShares Exponential Technologies ETF
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Overview Fund Activity

210 hedge funds and large institutions have $2.73B invested in iShares Exponential Technologies ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
18
Increased
102
Reduced
46
Closed
14
Calls
$1.11M
Puts
$286K
Net Calls
+$824K
Net Calls Change
+$824K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.71B
2
DWM
Destination Wealth Management
California
$32.7M
3
HSA
HBK Sorce Advisory
Pennsylvania
$53.9M
4
Bank of America
Bank of America
North Carolina
$66.1M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$102M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
$558K
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$55.2M
3
Ameriprise
Ameriprise
Minnesota
$12.7M
4
Morgan Stanley
Morgan Stanley
New York
$18.6M
5
SFS
Sowell Financial Services
Arkansas
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$2.5M +$3.37K +53 +0.1%
JIP
52
Jaffetilchin Investment Partners
Florida
$2.47M +$1.23M +20,483 +100%
Barclays
53
Barclays
United Kingdom
$2.43M +$2.43M +38,413 New
Truist Financial
54
Truist Financial
North Carolina
$2.4M +$397K +6,270 +20%
CWM
55
Cedar Wealth Management
California
$2.27M -$40.2K -635 -2%
ECM
56
Evergreen Capital Management
Washington
$2.26M +$2.26M +35,711 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.21M +$268K +4,236 +14%
CAS
58
Cascadia Advisory Services
Oregon
$2.13M -$6.32K -100 -0.3%
IWM
59
IHT Wealth Management
Illinois
$2.05M -$414K -6,544 -17%
SB
60
Strategic Blueprint
Georgia
$2.01M +$358K +5,660 +22%
CCA
61
Clearwater Capital Advisors
Illinois
$2M +$134K +2,114 +7%
FFN
62
Focus Financial Network
Minnesota
$1.99M +$633 +10 +0%
AI
63
Atria Investments
North Carolina
$1.9M -$7.34K -116 -0.4%
MC
64
Mathes Company
New York
$1.89M – – –
EWA
65
EP Wealth Advisors
California
$1.86M -$94.1K -1,488 -5%
W
66
WealthOne
New York
$1.83M +$308K +4,865 +20%
SPC
67
Sigma Planning Corp
Michigan
$1.79M -$42.1K -665 -2%
WAG
68
Winthrop Advisory Group
Massachusetts
$1.65M +$1.96K +31 +0.1%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.63M -$15.6K -247 -0.9%
VNA
70
Valley National Advisers
Pennsylvania
$1.49M +$18.4K +291 +1%
SFS
71
Sowell Financial Services
Arkansas
$1.49M -$2.39M -37,719 -62%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$1.41M +$225K +3,552 +19%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.38M +$499K +7,890 +56%
PAG
74
Private Advisor Group
New Jersey
$1.32M -$959K -15,151 -42%
IWC
75
Integrated Wealth Concepts
Massachusetts
$1.31M -$28.3K -448 -2%
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