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iShares Exponential Technologies ETF
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Overview Fund Activity

225 hedge funds and large institutions have $2.74B invested in iShares Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$14.5M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$5.97M
3
Mariner
Mariner
Kansas
+$5.32M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$4.41M
5
SIM
Stratos Investment Management
Ohio
+$4.28M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$18.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.95M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.89M
4
BS
Banco Santander
Spain
-$3.79M
5
CWP
Concord Wealth Partners
Virginia
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
76
Seaview Investment Managers
Florida
$1.47M +$1.47M +23,378 New
JIP
77
Jaffetilchin Investment Partners
Florida
$1.29M -$1.29M -20,483 -50%
SWIG
78
Strategic Wealth Investment Group
Kentucky
$1.27M +$246K +3,915 +24%
PP
79
Prudential plc
United Kingdom
$1.26M +$1.26M +20,000 New
GEA
80
Glen Eagle Advisors
New Jersey
$1.23M +$17.3K +275 +1%
MIAN
81
Mariner Independent Advisor Network
Kansas
$1.18M +$30.4K +485 +3%
WBG
82
Wharton Business Group
Pennsylvania
$1.17M +$810K +12,915 +223%
CAG
83
Csenge Advisory Group
Florida
$1.16M +$1.16M +18,480 New
HSBC Holdings
84
HSBC Holdings
United Kingdom
$1.12M – – –
SAS
85
Sanford Advisory Services
Michigan
$1.1M +$78.8K +1,256 +8%
GIA
86
Gladstone Institutional Advisory
Florida
$1.02M -$91.3K -1,455 -8%
SWM
87
Spire Wealth Management
Virginia
$1.01M -$18.8K -300 -2%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$966K +$104K +1,660 +12%
TWM
89
TriaGen Wealth Management
California
$952K +$39.1K +623 +4%
SFI
90
SPC Financial Inc
Maryland
$940K -$7.09K -113 -0.7%
CC
91
Courier Capital
New York
$863K +$26.9K +428 +3%
CAN
92
Cetera Advisor Networks
California
$841K +$7.03K +112 +0.8%
CFA
93
Cahill Financial Advisors
Minnesota
$831K +$831K +13,241 New
PA
94
PFG Advisors
Arizona
$826K +$88.7K +1,414 +12%
WAM
95
WNY Asset Management
New York
$807K – – –
PCA
96
Personal Capital Advisors
California
$803K +$13.1K +209 +2%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$800K – – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$783K -$589K -9,383 -43%
HB
99
Homrich & Berg
Georgia
$783K -$94.1K -1,500 -11%
KWM
100
Kingsview Wealth Management
Oregon
$748K +$21.6K +344 +3%
2 3
4
5 6