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iShares Exponential Technologies ETF
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Overview Fund Activity

239 hedge funds and large institutions have $2.57B invested in iShares Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-10
Holders Change %
-4.02%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$107M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$6.12M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.25M
4
Jane Street
Jane Street
New York
+$3.78M
5
FTUS
Flow Traders U.S.
New York
+$3.58M

Top Sellers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
-$81.7M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$39.3M
3
CF
Corrigan Financial
Rhode Island
-$18.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$17M
5
DWM
Destination Wealth Management
California
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$1.41M -$237K -4,010 -14%
CIAS
77
CFS Investment Advisory Services
New Jersey
$1.39M +$1.37M +13,936,280 +5,856%
CWM
78
Cedar Wealth Management
California
$1.3M -$746K -12,633 -36%
EWA
79
EP Wealth Advisors
California
$1.28M -$365K -6,197 -22%
GEA
80
Glen Eagle Advisors
New Jersey
$1.15M -$10.9K -185 -0.9%
CAG
81
Csenge Advisory Group
Florida
$1.12M +$1.12M +18,911 New
KA
82
Kovack Advisors
Florida
$1.06M – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$1.06M +$134K +2,270 +14%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$1.05M – – –
PAG
85
Private Advisor Group
New Jersey
$1.02M +$177 +3 +0%
GIA
86
Gladstone Institutional Advisory
Florida
$1.01M -$49.1K -831 -5%
JIP
87
Jaffetilchin Investment Partners
Florida
$989K – – –
SWP
88
Stratos Wealth Partners
Ohio
$968K +$539K +9,128 +126%
HHRDM
89
H&H Retirement Design & Management
Nevada
$959K -$553K -9,620 -37%
SB
90
Strategic Blueprint
Georgia
$925K -$544K -9,209 -37%
CC
91
Courier Capital
New York
$896K +$32.5K +551 +4%
PA
92
PFG Advisors
Arizona
$888K -$94.8K -1,606 -10%
AC
93
ASB Consultores
Florida
$888K – – –
CAN
94
Cetera Advisor Networks
California
$858K -$9.68K -164 -1%
BCA
95
Bay Colony Advisors
Massachusetts
$855K +$855K +14,481 New
KWM
96
Kingsview Wealth Management
Oregon
$828K +$38.7K +655 +5%
SWM
97
Spire Wealth Management
Virginia
$813K -$136K -2,296 -14%
SFI
98
SPC Financial Inc
Maryland
$799K -$32.6K -552 -4%
WAM
99
WNY Asset Management
New York
$769K – – –
EWA
100
Exencial Wealth Advisors
Oklahoma
$766K +$191K +3,241 +33%
2 3
4
5 6