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iShares Exponential Technologies ETF
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Overview Fund Activity

245 hedge funds and large institutions have $2.62B invested in iShares Exponential Technologies ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 15 closing their positions.

Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
39
Increased
56
Reduced
97
Closed
15
Calls
$156K
Puts
$66K
Net Calls
+$90K
Net Calls Change
-$1.72M

Top Buyers

1
Jane Street
1
Jane Street
New York
$22.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.4M
3
Betterment LLC
3
Betterment LLC
New York
$7.71M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.93M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.35M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$12.2M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$12.2M
3
GG
3
Greenwood Gearhart
Arkansas
$0
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$22.1M
5
Wells Fargo
5
Wells Fargo
California
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
IFA
76
Interactive Financial Advisors
Illinois
$1.17M 21,105 +10,577 +100%
SFI
77
SPC Financial Inc
Maryland
$1.15M 19,253 +1,537 +9%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$1.15M 19,149 -520 -3%
GEA
79
Glen Eagle Advisors
New Jersey
$1.13M 18,826 -99 -0.5%
ARC
80
Advisor Resource Council
Texas
$1.06M 17,690 +17,690 New
KWM
81
Kingsview Wealth Management
Oregon
$1.05M 17,605 +1,630 +10%
PAG
82
Private Advisor Group
New Jersey
$1.01M 16,875 -174 -1%
SWA
83
Sax Wealth Advisors
New Jersey
$1M 16,781 +161 +1%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$1M 16,750 -1,968 -11%
BSW
85
Buckingham Strategic Wealth
Missouri
$988K 16,496 +16,496 New
SFS
86
Sowell Financial Services
Arkansas
$938K 15,673 -97 -0.6%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$929K 15,521 -847 -5%
IWM
88
IHT Wealth Management
Illinois
$924K 15,427 -2 -0%
DWM
89
Destination Wealth Management
California
$880K 14,691 -942 -6%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$864K 14,428 +2,663 +23%
LA
91
Lane & Associates
New Jersey
$843K 14,088 -868 -6%
WCM
92
Wealthcare Capital Management
Virginia
$816K 13,627 -1,705 -11%
MWM
93
MGB Wealth Management
Texas
$814K 13,582 +13,582 New
HSA
94
HBK Sorce Advisory
Pennsylvania
$807K 13,472 -2,266 -14%
CC
95
Courier Capital
New York
$780K 13,036 -82 -0.6%
AFM
96
Abbot Financial Management
Massachusetts
$778K 12,996 -96 -0.7%
SB
97
Strategic Blueprint
Georgia
$777K 12,984 – –
CI
98
CX Institutional
Indiana
$748K 12,490 -26,273 -68%
CCM
99
Check Capital Management
California
$745K 12,450 +4,050 +48%
BCA
100
Bay Colony Advisors
Massachusetts
$740K 12,354 – –
2 3
4
5 6