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iShares Exponential Technologies ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.54B invested in iShares Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.99B
2
CCA
2
Clearwater Capital Advisors
Illinois
$5.85M
3
RJA
3
Raymond James & Associates
Florida
$5.1M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.45M
5
Ameriprise
5
Ameriprise
Minnesota
$26M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.81M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.1M
3
UBS Group
3
UBS Group
Switzerland
$19.7M
4
BFG
4
Berger Financial Group
Minnesota
$3.19M
5
FFM
5
Forum Financial Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Cedar Wealth Management
California
$1.04M -$208K -3,530 -17%
IA
77
IFP Advisors
Florida
$1.04M +$34.4K +584 +3%
PAG
78
Private Advisor Group
New Jersey
$980K -$68.4K -1,163 -7%
SFI
79
SPC Financial Inc
Maryland
$978K -$110K -1,863 -10%
IWM
80
IHT Wealth Management
Illinois
$918K -$5.71K -97 -0.6%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$905K – – –
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$898K -$149K -2,532 -14%
SFS
83
Sowell Financial Services
Arkansas
$888K +$31.2K +530 +4%
MWM
84
MGB Wealth Management
Texas
$813K – – –
AWM
85
AE Wealth Management
Kansas
$807K +$391K +6,646 +94%
LA
86
Lane & Associates
New Jersey
$801K -$77K -1,309 -9%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$791K -$90.3K -1,535 -10%
Jane Street
88
Jane Street
New York
$787K -$1.35M -22,911 -63%
WCM
89
Wealthcare Capital Management
Virginia
$776K -$4.12K -70 -0.5%
CC
90
Courier Capital
New York
$770K -$2.82K -48 -0.4%
CCM
91
Check Capital Management
California
$732K – – –
AFM
92
Abbot Financial Management
Massachusetts
$721K -$43.1K -732 -6%
BCA
93
Bay Colony Advisors
Massachusetts
$717K -$9.83K -167 -1%
SB
94
Strategic Blueprint
Georgia
$714K -$4.06K -69 -0.6%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$711K +$6.12K +104 +0.9%
VWA
96
VERITY Wealth Advisors
United States
$693K – – –
MA
97
MONECO Advisors
Connecticut
$641K +$29.2K +496 +5%
CFA
98
Cahill Financial Advisors
Minnesota
$638K -$99.2K -1,686 -13%
DWM
99
Destination Wealth Management
California
$633K -$28.9K -492 -4%
OCM
100
One Capital Management
California
$631K +$631K +10,734 New
2 3
4
5 6