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iShares Exponential Technologies ETF

215 hedge funds and large institutions have $1.89B invested in iShares Exponential Technologies ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-7
Holders Change %
-3.15%
% of All Funds
3.72%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
24
Increased
58
Reduced
71
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WBCM
101
Wilson & Boucher Capital Management
California
$479K -$8.92K -200 -2%
CNWM
102
Clay Northam Wealth Management
California
$470K
CFG
103
Citizens Financial Group
Rhode Island
$470K +$470K +10,556 New
AFM
104
Abbot Financial Management
Massachusetts
$464K
HWM
105
HB Wealth Management
Georgia
$461K +$29K +650 +7%
WAM
106
WNY Asset Management
New York
$459K -$114K -2,548 -20%
AWM
107
AE Wealth Management
Kansas
$437K +$104K +2,338 +31%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$436K +$51.1K +1,148 +13%
VWM
109
Venturi Wealth Management
Texas
$433K -$86.1K -1,930 -17%
HKIMG
110
Hutchens & Kramer Investment Management Group
Indiana
$427K -$29.6K -646 -6%
William Blair & Company
111
William Blair & Company
Illinois
$424K +$24.8K +557 +6%
ICG
112
InterOcean Capital Group
Tennessee
$398K
PA
113
Procyon Advisors
Connecticut
$388K -$58K -1,302 -13%
CCM
114
Check Capital Management
California
$374K
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$371K -$7K -157 -2%
PCA
116
Pallas Capital Advisors
Massachusetts
$370K
HHRDM
117
H&H Retirement Design & Management
Nevada
$366K -$569 -13 -0.2%
FFN
118
Focus Financial Network
Minnesota
$350K -$17.8K -399 -5%
DA
119
Detalus Advisors
Missouri
$319K +$319K +7,148 New
AP
120
Americana Partners
Texas
$315K
Creative Planning
121
Creative Planning
Kansas
$305K -$11.8K -264 -4%
OIA
122
OneDigital Investment Advisors
Kansas
$304K -$44 -1 -0%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$304K +$8.68K +195 +3%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$301K -$133K -2,979 -31%
BPA
125
Beacon Pointe Advisors
California
$280K -$30.4K -680 -10%