XT icon

iShares Exponential Technologies ETF
XT

Overview Fund Activity

210 hedge funds and large institutions have $2.73B invested in iShares Exponential Technologies ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
18
Increased
102
Reduced
46
Closed
14
Calls
$1.11M
Puts
$286K
Net Calls
+$824K
Net Calls Change
+$824K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$53.7M
2
DWM
Destination Wealth Management
California
+$32.2M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$8.3M
4
Bank of America
Bank of America
North Carolina
+$7.53M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$7.35M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
-$10.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10M
3
Ameriprise
Ameriprise
Minnesota
-$7.28M
4
Morgan Stanley
Morgan Stanley
New York
-$2.74M
5
SFS
Sowell Financial Services
Arkansas
-$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
101
Venturi Wealth Management
Texas
$698K +$153K +2,416 +28%
PIMG
102
Patriot Investment Management Group
Tennessee
$680K +$12.3K +195 +2%
EIA
103
Eldridge Investment Advisors
New Hampshire
$651K +$115K +1,813 +21%
VWA
104
Visionary Wealth Advisors
Illinois
$641K -$13.2K -209 -2%
William Blair & Company
105
William Blair & Company
Illinois
$579K -$11.3K -178 -2%
PCA
106
Pallas Capital Advisors
Massachusetts
$569K – – –
TFA
107
Tobias Financial Advisors
Florida
$558K -$10.8M -170,342 -95%
EFS
108
Essex Financial Services
Connecticut
$528K – – –
CWM
109
Cornerstone Wealth Management
Missouri
$526K +$526K +8,319 New
AFM
110
Abbot Financial Management
Massachusetts
$520K +$443 +7 +0.1%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$519K +$1.45K +23 +0.3%
Prudential Financial
112
Prudential Financial
New Jersey
$515K +$131K +2,068 +34%
EWA
113
Exencial Wealth Advisors
Oklahoma
$513K +$108K +1,712 +27%
PIA
114
Pinion Investment Advisors
Kansas
$510K +$3.29K +52 +0.6%
CCM
115
Check Capital Management
California
$468K – – –
WCM
116
Wealthcare Capital Management
Virginia
$468K +$69.4K +1,098 +17%
SWP
117
Stratos Wealth Partners
Ohio
$456K +$8.79K +139 +2%
IA
118
IFP Advisors
Florida
$440K -$67.7K -1,066 -13%
BRWA
119
B. Riley Wealth Advisors
Florida
$435K -$156K -2,463 -26%
Simplex Trading
120
Simplex Trading
Illinois
$431K +$243K +3,848 +129%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$418K -$112K -1,763 -21%
OIA
122
OneDigital Investment Advisors
Kansas
$418K +$26.4K +417 +7%
EW
123
Emerson Wealth
Michigan
$405K -$20.7K -328 -5%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$397K +$258K +4,080 +186%
Creative Planning
125
Creative Planning
Kansas
$396K -$182K -2,879 -32%
3 4
5
6 7