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iShares Exponential Technologies ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.32B invested in iShares Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$16K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$35.4M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$40.3M
4
MCM
4
MAI Capital Management
Ohio
$2.03M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$7.96M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$45M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$45M
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$890K -$47K -901 -5%
SWA
77
Sax Wealth Advisors
New Jersey
$868K +$369K +7,075 +74%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$855K +$855K +16,368 New
KWM
79
Kingsview Wealth Management
Oregon
$834K +$22.7K +434 +3%
SFS
80
Sowell Financial Services
Arkansas
$823K +$5.06K +97 +0.6%
HSA
81
HBK Sorce Advisory
Pennsylvania
$822K -$104K -1,989 -11%
DWM
82
Destination Wealth Management
California
$816K -$274K -5,241 -25%
IWM
83
IHT Wealth Management
Illinois
$806K -$2.77K -53 -0.3%
WCM
84
Wealthcare Capital Management
Virginia
$800K +$172K +3,298 +27%
LA
85
Lane & Associates
New Jersey
$781K -$31.6K -606 -4%
Goldman Sachs
86
Goldman Sachs
New York
$742K – – –
CC
87
Courier Capital
New York
$685K +$1.67K +32 +0.2%
AFM
88
Abbot Financial Management
Massachusetts
$684K +$147K +2,812 +27%
SB
89
Strategic Blueprint
Georgia
$678K -$7K -134 -1%
BCA
90
Bay Colony Advisors
Massachusetts
$645K – – –
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$614K +$614K +11,765 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$608K +$39.3K +752 +7%
Wealthfront Advisers
93
Wealthfront Advisers
California
$596K +$5.33K +102 +0.9%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$566K +$378K +7,240 +201%
WBCM
95
Wilson & Boucher Capital Management
California
$561K – – –
MCWS
96
McKinley Carter Wealth Services
West Virginia
$557K +$19.4K +371 +4%
CNWM
97
Clay Northam Wealth Management
California
$550K – – –
IFA
98
Interactive Financial Advisors
Illinois
$550K +$60K +1,150 +12%
EWA
99
Evolution Wealth Advisors
Florida
$538K – – –
AWM
100
AE Wealth Management
Kansas
$535K -$44.9K -860 -8%
2 3
4
5 6