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iShares Exponential Technologies ETF
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Overview Fund Activity

220 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
77
Reduced
66
Closed
17
Calls
$1.8M
Puts
–
Net Calls
+$1.8M
Net Calls Change
+$1.8M

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$95.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$95.6M
3
GG
3
Greenwood Gearhart
Arkansas
$9.54M
4
OMC
4
Old Mission Capital
Illinois
$5.01M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.86B
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$27.5M
4
RJA
4
Raymond James & Associates
Florida
$3.35M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
51
WealthOne
New York
$2.47M -$2.67K -48 -0.1%
CI
52
CX Institutional
Indiana
$2.46M +$125K +2,250 +5%
VA
53
Valmark Advisers
Ohio
$2.44M +$739K +13,289 +44%
BBVA
54
Banco Bilbao Vizcaya Argentaria
Spain
$2.39M +$446K +8,030 +23%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.36M +$270K +4,860 +13%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$2.28M -$148K -2,660 -6%
SWIG
57
Strategic Wealth Investment Group
Kentucky
$1.93M +$86.8K +1,562 +5%
VNA
58
Valley National Advisers
Pennsylvania
$1.76M +$35.6K +640 +2%
EPWM
59
Essex Private Wealth Management
Massachusetts
$1.72M -$15.2K -273 -0.9%
KAS
60
Kestra Advisory Services
Texas
$1.71M -$2.36M -42,403 -58%
FA
61
FDx Advisors
Illinois
$1.54M +$117K +2,109 +8%
WBG
62
Wharton Business Group
Pennsylvania
$1.52M – – –
MC
63
Mathes Company
New York
$1.41M +$1.41M +25,425 New
RW
64
REDW Wealth
New Mexico
$1.4M – – –
SM
65
Sweeney & Michel
California
$1.39M +$5.87K +106 +0.4%
WAG
66
Winthrop Advisory Group
Massachusetts
$1.32M -$73.2K -1,316 -5%
GIA
67
Gladstone Institutional Advisory
Florida
$1.28M +$199K +3,582 +18%
CPC
68
Consolidated Planning Corp
Georgia
$1.28M +$19.8K +357 +2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1.21M -$82.9K -1,466 -6%
CWM
70
Cedar Wealth Management
California
$1.2M -$3.17K -57 -0.3%
PA
71
PFG Advisors
Arizona
$1.19M +$96.1K +1,728 +9%
DWM
72
Destination Wealth Management
California
$1.16M -$2.07M -37,163 -64%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$103K +1,852 +10%
JIP
74
Jaffetilchin Investment Partners
Florida
$1.14M – – –
AAS
75
Avantax Advisory Services
Texas
$1.12M -$143K -2,572 -11%
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