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iShares Exponential Technologies ETF
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Overview Fund Activity

249 hedge funds and large institutions have $3.01B invested in iShares Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
249
Holders Change
+24
Holders Change %
+10.67%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
44
Increased
110
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.83B
2
NW
2
NewEdge Wealth
Pennsylvania
$22.1M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$66.3M
4
FA
4
FDx Advisors
Illinois
$7.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.54M
2
SW
2
SVB Wealth
Massachusetts
$3.42M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$1.52M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$49.3M
5
Wells Fargo
5
Wells Fargo
California
$41.5M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
76
EP Wealth Advisors
California
$1.84M 27,875 -753 -3%
IWM
77
IHT Wealth Management
Illinois
$1.84M 27,869 -2,734 -9%
SPC
78
Sigma Planning Corp
Michigan
$1.83M 27,626 +82 +0.3%
WBG
79
Wharton Business Group
Pennsylvania
$1.81M 27,380 +8,685 +46%
WAG
80
Winthrop Advisory Group
Massachusetts
$1.76M 26,599 +480 +2%
CFA
81
Cahill Financial Advisors
Minnesota
$1.68M 25,348 +12,107 +91%
VNA
82
Valley National Advisers
Pennsylvania
$1.67M 25,195 +1,579 +7%
SB
83
Strategic Blueprint
Georgia
$1.64M 24,869 -386 -2%
HHRDM
84
H&H Retirement Design & Management
Nevada
$1.52M 26,299 -148,462 -85%
SFS
85
Sowell Financial Services
Arkansas
$1.49M 22,480 -3,273 -13%
SWIG
86
Strategic Wealth Investment Group
Kentucky
$1.41M 21,315 +1,131 +6%
JIP
87
Jaffetilchin Investment Partners
Florida
$1.35M 20,483 – –
GEA
88
Glen Eagle Advisors
New Jersey
$1.3M 19,640 +10 +0.1%
SAS
89
Sanford Advisory Services
Michigan
$1.2M 18,230 +744 +4%
KA
90
Kovack Advisors
Florida
$1.19M 18,009 +18,009 New
WGCA
91
Wolf Group Capital Advisors
Virginia
$1.19M 17,990 +17,990 New
GIA
92
Gladstone Institutional Advisory
Florida
$1.19M 17,975 +1,663 +10%
ARC
93
Advisor Resource Council
Texas
$1.19M 17,954 +17,954 New
HSBC Holdings
94
HSBC Holdings
United Kingdom
$1.18M 17,800 – –
MIAN
95
Mariner Independent Advisor Network
Kansas
$1.14M 17,222 -1,593 -8%
PAG
96
Private Advisor Group
New Jersey
$1.14M 17,248 -14,645 -46%
CNWM
97
Clay Northam Wealth Management
California
$1.14M 17,252 +17,252 New
PA
98
PFG Advisors
Arizona
$1.1M 16,645 +3,477 +26%
SWM
99
Spire Wealth Management
Virginia
$1.06M 16,067 +2 +0%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$1.04M 15,739 +344 +2%
2 3
4
5 6