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iShares Exponential Technologies ETF
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Overview Fund Activity

247 hedge funds and large institutions have $2.58B invested in iShares Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$23.8M
2
Ameriprise
2
Ameriprise
Minnesota
$25.4M
3
BFG
3
Berger Financial Group
Minnesota
$6.98M
4
LPL Financial
4
LPL Financial
California
$45.4M
5
FFM
5
Forum Financial Management
Illinois
$3.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.16M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.98B
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$14.8M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
51
Sentinus LLC
Illinois
$2.52M +$2.52M +42,329 New
PCIA
52
Prime Capital Investment Advisors
Kansas
$2.44M +$2.17M +36,348 +804%
FCMA
53
Foresight Capital Management Advisors
Michigan
$2.35M +$144K +2,416 +7%
MAV
54
Mason & Associates (Virginia)
Virginia
$2.35M +$2.35M +39,379 New
VNA
55
Valley National Advisers
Pennsylvania
$2.3M -$321K -5,390 -12%
MCM
56
MAI Capital Management
Ohio
$2.27M -$18.1K -304 -0.8%
SW
57
SVB Wealth
Massachusetts
$2.24M +$987K +16,556 +79%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$2.18M -$160K -2,678 -7%
Jane Street
59
Jane Street
New York
$2.16M -$20.5M -343,906 -90%
SM
60
Sweeney & Michel
California
$2.14M +$2.14M +36,384 New
KAS
61
Kestra Advisory Services
Texas
$2.1M -$22.4K -376 -1%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$1.99M -$609K -10,216 -23%
PA
63
PFG Advisors
Arizona
$1.76M +$186K +3,115 +12%
EPWM
64
Essex Private Wealth Management
Massachusetts
$1.75M -$2.21K -37 -0.1%
AAS
65
Avantax Advisory Services
Texas
$1.66M +$153K +2,559 +10%
WBG
66
Wharton Business Group
Pennsylvania
$1.63M – – –
MC
67
Mathes Company
New York
$1.52M – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.49M -$278K -4,666 -16%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$1.45M +$307K +5,143 +27%
GIA
70
Gladstone Institutional Advisory
Florida
$1.29M -$50.6K -848 -4%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$409K -6,865 -24%
CWM
72
Cedar Wealth Management
California
$1.27M -$10.9K -182 -0.8%
RW
73
REDW Wealth
New Mexico
$1.27M – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$1.26M -$33.2K -552 -3%
JIP
75
Jaffetilchin Investment Partners
Florida
$1.22M – – –
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3
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