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iShares Exponential Technologies ETF
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Overview Fund Activity

212 hedge funds and large institutions have $2.26B invested in iShares Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.39%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$25.2M
2
Jane Street
Jane Street
New York
+$8.53M
3
DAS
Dynamic Advisor Solutions
Arizona
+$4.6M
4
Mariner
Mariner
Kansas
+$4.01M
5
ACS
Archford Capital Strategies
Illinois
+$1.78M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$42.5M
2
DWM
Destination Wealth Management
California
-$6.87M
3
Morgan Stanley
Morgan Stanley
New York
-$4.6M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.9M
5
DA
Detalus Advisors
Missouri
-$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.98M -$51.4K -976 -3%
BBVA
52
Banco Bilbao Vizcaya Argentaria
Spain
$1.84M +$1.16M +21,957 +169%
SWIG
53
Strategic Wealth Investment Group
Kentucky
$1.75M +$151K +2,857 +9%
EPWM
54
Essex Private Wealth Management
Massachusetts
$1.64M -$1.85K -35 -0.1%
VA
55
Valmark Advisers
Ohio
$1.61M +$88.1K +1,671 +6%
VNA
56
Valley National Advisers
Pennsylvania
$1.59M -$100K -1,961 -6%
Citadel Advisors
57
Citadel Advisors
Florida
$1.49M +$1.49M +28,351 New
WBG
58
Wharton Business Group
Pennsylvania
$1.44M – – –
SM
59
Sweeney & Michel
California
$1.37M +$1.37M +24,979 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.36M +$574K +10,897 +73%
RW
61
REDW Wealth
New Mexico
$1.33M -$271K -5,149 -17%
WAG
62
Winthrop Advisory Group
Massachusetts
$1.32M -$14K -265 -1%
FA
63
FDx Advisors
Illinois
$1.22M – – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$1.21M -$344K -6,535 -22%
CPC
65
Consolidated Planning Corp
Georgia
$1.2M -$59K -1,119 -5%
AAS
66
Avantax Advisory Services
Texas
$1.19M -$435K -8,252 -27%
CWM
67
Cedar Wealth Management
California
$1.14M +$3.11K +59 +0.3%
HSA
68
HBK Sorce Advisory
Pennsylvania
$1.14M -$1.74M -33,032 -60%
JIP
69
Jaffetilchin Investment Partners
Florida
$1.08M – – –
PA
70
PFG Advisors
Arizona
$1.04M +$751K +14,249 +261%
SPC
71
Sigma Planning Corp
Michigan
$1.03M -$98.2K -1,863 -9%
GIA
72
Gladstone Institutional Advisory
Florida
$1.03M -$74.1K -1,406 -7%
GEA
73
Glen Eagle Advisors
New Jersey
$1M -$10.8K -205 -1%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$1M -$133K -2,529 -12%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$991K +$991K +18,798 New
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