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iShares Exponential Technologies ETF
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Overview Fund Activity

234 hedge funds and large institutions have $2.63B invested in iShares Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
55
Reduced
95
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.08B
2
Jane Street
2
Jane Street
New York
$6.03M
3
SWA
3
Stratos Wealth Advisors
Ohio
$12.5M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.69M
5
MOS
5
MGO One Seven
Ohio
$3.79M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.2M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$5.38M
3
CWP
3
Concord Wealth Partners
Virginia
$734K
4
CAMV
4
Concord Asset Management (Virginia)
Virginia
$0
5
LPL Financial
5
LPL Financial
California
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$936K +$16.7K +274 +2%
IWM
77
IHT Wealth Management
Illinois
$930K -$19.6K -322 -2%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$920K -$10.1K -166 -1%
SL
79
Sentinus LLC
Illinois
$912K -$1.35M -23,038 -60%
AWM
80
AE Wealth Management
Kansas
$839K +$3.29K +54 +0.4%
Cerity Partners
81
Cerity Partners
New York
$816K +$521K +8,564 +177%
CC
82
Courier Capital
New York
$794K -$2.56K -42 -0.3%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$782K +$354K +5,767 +83%
CCM
84
Check Capital Management
California
$758K – – –
WCM
85
Wealthcare Capital Management
Virginia
$748K -$55K -904 -7%
BCA
86
Bay Colony Advisors
Massachusetts
$742K – – –
CWP
87
Concord Wealth Partners
Virginia
$734K -$4.72M -77,531 -87%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$733K -$75.5K -1,256 -9%
VWA
89
VERITY Wealth Advisors
United States
$717K – – –
PAG
90
Private Advisor Group
New Jersey
$712K -$303K -4,977 -30%
SB
91
Strategic Blueprint
Georgia
$699K -$40.5K -666 -5%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$677K -$58.9K -967 -8%
AFM
93
Abbot Financial Management
Massachusetts
$655K -$91.3K -1,499 -12%
MA
94
MONECO Advisors
Connecticut
$654K -$9.62K -158 -1%
LA
95
Lane & Associates
New Jersey
$649K -$180K -2,949 -22%
AIA
96
Ally Invest Advisors
North Carolina
$643K +$66.1K +1,086 +11%
EWA
97
Evolution Wealth Advisors
Florida
$627K – – –
CNWM
98
Clay Northam Wealth Management
California
$623K – – –
DWM
99
Destination Wealth Management
California
$615K -$39.8K -654 -6%
Renaissance Technologies
100
Renaissance Technologies
New York
$615K +$67K +1,100 +12%
2 3
4
5 6