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iShares Exponential Technologies ETF
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Overview Fund Activity

239 hedge funds and large institutions have $2.57B invested in iShares Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-10
Holders Change %
-4.02%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.75B
2
HSA
HBK Sorce Advisory
Pennsylvania
$61.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.09M
4
Jane Street
Jane Street
New York
$7.67M
5
FTUS
Flow Traders U.S.
New York
$3.58M

Top Sellers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
$19.9M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$0
3
CF
Corrigan Financial
Rhode Island
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$21.9M
5
DWM
Destination Wealth Management
California
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Brookstone Capital Management
Illinois
$2.62M -$13.7M -241,769 -84%
W
52
WealthOne
New York
$2.61M +$161K +2,732 +7%
AMC
53
Asset Management Corp
Illinois
$2.6M +$39.9K +676 +2%
DF
54
Donoghue Forlines
Massachusetts
$2.51M -$523K -8,862 -17%
IIA
55
Integral Investment Advisors
California
$2.45M -$1.24M -21,062 -34%
CCA
56
Clearwater Capital Advisors
Illinois
$2.41M +$231K +3,912 +11%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.28M -$64K -1,084 -3%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$2.26M -$40.8K -677 -2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2.25M -$318K -5,392 -12%
OPS
60
Orion Portfolio Solutions
Nebraska
$2.2M -$127K -2,155 -5%
FCMA
61
Foresight Capital Management Advisors
Michigan
$2.13M +$90.8K +1,539 +4%
IWC
62
Integrated Wealth Concepts
Massachusetts
$2.05M -$86K -1,456 -4%
Goldman Sachs
63
Goldman Sachs
New York
$2.04M -$5.03M -85,159 -71%
AI
64
Atria Investments
North Carolina
$1.89M +$42.9K +727 +2%
SWA
65
Stratos Wealth Advisors
Ohio
$1.86M +$1.45M +24,592 +357%
EPWM
66
Essex Private Wealth Management
Massachusetts
$1.78M -$744K -12,601 -29%
Citadel Advisors
67
Citadel Advisors
Florida
$1.78M -$1.8M -30,518 -50%
MC
68
Mathes Company
New York
$1.77M – – –
SPC
69
Sigma Planning Corp
Michigan
$1.64M +$7.44K +126 +0.5%
WBG
70
Wharton Business Group
Pennsylvania
$1.62M – – –
WAG
71
Winthrop Advisory Group
Massachusetts
$1.6M +$31.8K +539 +2%
SAS
72
Sanford Advisory Services
Michigan
$1.57M +$489K +8,284 +45%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.55M -$1.66M -27,997 -52%
SWIG
74
Strategic Wealth Investment Group
Kentucky
$1.48M +$223K +3,777 +18%
VNA
75
Valley National Advisers
Pennsylvania
$1.43M -$55.2K -935 -4%
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