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iShares Exponential Technologies ETF
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Overview Fund Activity

225 hedge funds and large institutions have $2.74B invested in iShares Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$14.5M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$5.97M
3
Mariner
Mariner
Kansas
+$5.32M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$4.41M
5
SIM
Stratos Investment Management
Ohio
+$4.28M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$18.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.95M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.89M
4
BS
Banco Santander
Spain
-$3.79M
5
CWP
Concord Wealth Partners
Virginia
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMC
51
Asset Management Corp
Illinois
$2.72M +$51.3K +818 +2%
HI
52
Harbour Investments
Wisconsin
$2.66M +$53.2K +848 +2%
EPWM
53
Essex Private Wealth Management
Massachusetts
$2.6M +$3.2K +51 +0.1%
OPS
54
Orion Portfolio Solutions
Nebraska
$2.55M -$111K -1,769 -4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$2.47M -$33.9K -533 -1%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$2.23M +$33.7K +537 +2%
CWM
57
Cedar Wealth Management
California
$2.18M -$78.4K -1,249 -3%
IWC
58
Integrated Wealth Concepts
Massachusetts
$2.16M +$859K +13,688 +66%
CCA
59
Clearwater Capital Advisors
Illinois
$2.13M +$146K +2,323 +7%
W
60
WealthOne
New York
$2.12M +$305K +4,854 +17%
CAS
61
Cascadia Advisory Services
Oregon
$2.12M +$7.15K +114 +0.3%
PAG
62
Private Advisor Group
New Jersey
$2M +$692K +11,030 +53%
FFN
63
Focus Financial Network
Minnesota
$1.96M -$10.7K -171 -0.5%
IWM
64
IHT Wealth Management
Illinois
$1.92M -$113K -1,794 -6%
AI
65
Atria Investments
North Carolina
$1.91M +$21.5K +343 +1%
MC
66
Mathes Company
New York
$1.88M – – –
EWA
67
EP Wealth Advisors
California
$1.8M -$51.2K -816 -3%
SPC
68
Sigma Planning Corp
Michigan
$1.73M -$49.1K -783 -3%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.66M +$38.5K +611 +2%
WAG
70
Winthrop Advisory Group
Massachusetts
$1.64M +$2.7K +43 +0.2%
SFS
71
Sowell Financial Services
Arkansas
$1.62M +$142K +2,262 +10%
BSSFA
72
Baron Silver Stevens Financial Advisors
Florida
$1.61M +$512K +8,156 +46%
SB
73
Strategic Blueprint
Georgia
$1.58M -$409K -6,522 -21%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$1.57M +$175K +2,783 +13%
VNA
75
Valley National Advisers
Pennsylvania
$1.48M +$1.88K +30 +0.1%
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