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iShares Exponential Technologies ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.54B invested in iShares Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.99B
2
CCA
2
Clearwater Capital Advisors
Illinois
$5.85M
3
RJA
3
Raymond James & Associates
Florida
$5.1M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.45M
5
Ameriprise
5
Ameriprise
Minnesota
$26M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.81M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.1M
3
UBS Group
3
UBS Group
Switzerland
$19.7M
4
BFG
4
Berger Financial Group
Minnesota
$3.19M
5
FFM
5
Forum Financial Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWIG
51
Strategic Wealth Investment Group
Kentucky
$2.19M +$2.19M +37,218 New
SM
52
Sweeney & Michel
California
$2.12M -$50.4K -846 -2%
EPWM
53
Essex Private Wealth Management
Massachusetts
$2.02M +$295K +5,008 +17%
SW
54
SVB Wealth
Massachusetts
$1.99M -$223K -3,785 -10%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.88M -$90.3K -1,535 -5%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.87M -$286K -4,857 -13%
KAS
57
Kestra Advisory Services
Texas
$1.79M -$282K -4,793 -14%
AAS
58
Avantax Advisory Services
Texas
$1.72M +$78.2K +1,330 +5%
PA
59
PFG Advisors
Arizona
$1.71M -$32.3K -549 -2%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.69M +$263K +4,475 +18%
WBG
61
Wharton Business Group
Pennsylvania
$1.6M -$5K -85 -0.3%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$1.45M +$1.21M +20,517 +502%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.44M -$26.9K -458 -2%
VNA
64
Valley National Advisers
Pennsylvania
$1.37M -$898K -15,275 -40%
GIA
65
Gladstone Institutional Advisory
Florida
$1.32M +$51K +867 +4%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1.27M +$35.6K +605 +3%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$1.25M -$6.53K -111 -0.5%
PCA
68
Pallas Capital Advisors
Massachusetts
$1.23M +$91.6K +1,544 +8%
Citadel Advisors
69
Citadel Advisors
Florida
$1.21M +$373K +6,345 +44%
JIP
70
Jaffetilchin Investment Partners
Florida
$1.21M – – –
KWM
71
Kingsview Wealth Management
Oregon
$1.16M +$160K +2,714 +16%
MOS
72
MGO One Seven
Ohio
$1.16M -$1.8M -30,672 -61%
RW
73
REDW Wealth
New Mexico
$1.15M -$99.2K -1,686 -8%
SWA
74
Sax Wealth Advisors
New Jersey
$1.09M -$114K -1,938 -9%
GEA
75
Glen Eagle Advisors
New Jersey
$1.09M +$118 +2 +0%
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3
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