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iShares Exponential Technologies ETF
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Overview Fund Activity

249 hedge funds and large institutions have $3.01B invested in iShares Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
249
Holders Change
+24
Holders Change %
+10.67%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
44
Increased
110
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.83B
2
NW
2
NewEdge Wealth
Pennsylvania
$22.1M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$66.3M
4
FA
4
FDx Advisors
Illinois
$7.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.54M
2
SW
2
SVB Wealth
Massachusetts
$3.42M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$1.52M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$49.3M
5
Wells Fargo
5
Wells Fargo
California
$41.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$4.01M 60,684 +60,684 New
MML Investors Services
52
MML Investors Services
Massachusetts
$3.92M 59,277 +153 +0.3%
HighTower Advisors
53
HighTower Advisors
Illinois
$3.59M 54,248 +27,874 +106%
SW
54
SVB Wealth
Massachusetts
$3.42M 51,708 -331,057 -86%
DF
55
Donoghue Forlines
Massachusetts
$3.39M 51,373 +51,373 New
Truist Financial
56
Truist Financial
North Carolina
$3.26M 49,342 +2,349 +5%
AAS
57
Ameritas Advisory Services
Nebraska
$2.96M 44,828 +44,828 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2.88M 43,552 +43,552 New
AMC
59
Asset Management Corp
Illinois
$2.86M 43,277 -139 -0.3%
EPWM
60
Essex Private Wealth Management
Massachusetts
$2.83M 42,777 +1,377 +3%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$2.81M 42,465 +17,441 +70%
BSSFA
62
Baron Silver Stevens Financial Advisors
Florida
$2.75M 41,664 +15,930 +62%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$2.75M 41,645 -18,938 -31%
W
64
WealthOne
New York
$2.74M 41,458 +7,603 +22%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$2.62M 39,642 +4,137 +12%
OPS
66
Orion Portfolio Solutions
Nebraska
$2.61M 39,475 -1,192 -3%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$2.54M 38,084 -740 -2%
CCA
68
Clearwater Capital Advisors
Illinois
$2.44M 36,952 +2,968 +9%
HI
69
Harbour Investments
Wisconsin
$2.39M 36,228 -6,142 -14%
IWC
70
Integrated Wealth Concepts
Massachusetts
$2.38M 36,087 +1,727 +5%
CWM
71
Cedar Wealth Management
California
$2.29M 34,669 +1 +0%
FCMA
72
Foresight Capital Management Advisors
Michigan
$2.28M 34,462 +34,462 New
FFN
73
Focus Financial Network
Minnesota
$2.23M 33,813 +2,598 +8%
AI
74
Atria Investments
North Carolina
$2.06M 31,208 +803 +3%
MC
75
Mathes Company
New York
$1.98M 29,925 – –
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