XT icon

iShares Exponential Technologies ETF

223 hedge funds and large institutions have $2.08B invested in iShares Exponential Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
31
Increased
65
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
101
HB Wealth Management
Georgia
$515K +$25.3K +535 +5%
WBCM
102
Wilson & Boucher Capital Management
California
$509K
CNWM
103
Clay Northam Wealth Management
California
$499K
AFM
104
Abbot Financial Management
Massachusetts
$494K +$237 +5 +0%
EWA
105
Evolution Wealth Advisors
Florida
$488K +$488K +10,305 New
WAM
106
WNY Asset Management
New York
$488K
EFS
107
Essex Financial Services
Connecticut
$484K -$48.5K -1,024 -9%
ICG
108
InterOcean Capital Group
Tennessee
$480K +$58.1K +1,228 +14%
VWM
109
Venturi Wealth Management
Texas
$480K +$20.6K +436 +4%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$464K +$237 +5 +0.1%
IFA
111
Interactive Financial Advisors
Illinois
$464K +$464K +9,801 New
SWP
112
Stratos Wealth Partners
Ohio
$438K -$162K -3,415 -27%
William Blair & Company
113
William Blair & Company
Illinois
$429K -$22K -465 -5%
AWM
114
AE Wealth Management
Kansas
$425K -$39.9K -842 -9%
CWM
115
Catalyst Wealth Management
Georgia
$413K +$413K +8,726 New
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$399K +$399K +8,438 New
CCM
117
Check Capital Management
California
$398K
LNC
118
Lincoln National Corp
Pennsylvania
$396K +$178K +3,760 +82%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394K
FFN
120
Focus Financial Network
Minnesota
$367K -$5.11K -108 -1%
OIA
121
OneDigital Investment Advisors
Kansas
$324K +$521 +11 +0.2%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$316K -$3.51K -74 -1%
HKIMG
123
Hutchens & Kramer Investment Management Group
Indiana
$311K -$130K -2,756 -30%
HHRDM
124
H&H Retirement Design & Management
Nevada
$310K -$119K -2,313 -28%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$303K +$6.44K +136 +2%