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iShares Exponential Technologies ETF

225 hedge funds and large institutions have $2.74B invested in iShares Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
101
Dynamic Advisor Solutions
Arizona
$714K -$14.6K -232 -2%
VWM
102
Venturi Wealth Management
Texas
$711K +$18.5K +295 +3%
TPA
103
Trivium Point Advisory
Connecticut
$710K -$154K -2,450 -18%
UBV
104
United Bank (Virginia)
Virginia
$706K
NCM
105
New Capital Management
Texas
$703K +$703K +11,303 New
PIMG
106
Patriot Investment Management Group
Tennessee
$685K +$10.2K +162 +2%
EIA
107
Eldridge Investment Advisors
New Hampshire
$665K +$19.4K +310 +3%
AFM
108
Abbot Financial Management
Massachusetts
$628K +$113K +1,802 +22%
BCM
109
Barometer Capital Management
Ontario, Canada
$627K +$314K +5,000 +100%
VWA
110
Visionary Wealth Advisors
Illinois
$588K -$47.2K -753 -7%
William Blair & Company
111
William Blair & Company
Illinois
$575K
PCA
112
Pallas Capital Advisors
Massachusetts
$572K -$10.1K -152 -2%
Prudential Financial
113
Prudential Financial
New Jersey
$566K +$35K +537 +7%
EFS
114
Essex Financial Services
Connecticut
$545K -$14K -223 -3%
CWM
115
Cornerstone Wealth Management
Missouri
$541K +$18.8K +300 +4%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$528K +$12.5K +200 +2%
WCM
117
Wealthcare Capital Management
Virginia
$525K +$61K +973 +13%
PIA
118
Pinion Investment Advisors
Kansas
$508K +$1.63K +26 +0.3%
ACM
119
AlphaStar Capital Management
North Carolina
$495K +$495K +7,647 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$472K +$77.8K +1,239 +20%
CCM
121
Check Capital Management
California
$464K
SWP
122
Stratos Wealth Partners
Ohio
$453K
BPA
123
Beacon Pointe Advisors
California
$452K +$452K +7,211 New
DC
124
Davenport & Co
Virginia
$451K +$451K +7,193 New
OIA
125
OneDigital Investment Advisors
Kansas
$439K +$24.8K +395 +6%