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iShares Exponential Technologies ETF
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Overview Fund Activity

220 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
77
Reduced
66
Closed
17
Calls
$1.8M
Puts
–
Net Calls
+$1.8M
Net Calls Change
+$1.8M

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$95.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$95.6M
3
GG
3
Greenwood Gearhart
Arkansas
$9.54M
4
OMC
4
Old Mission Capital
Illinois
$5.01M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.86B
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$27.5M
4
RJA
4
Raymond James & Associates
Florida
$3.35M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
Exencial Wealth Advisors
Oklahoma
$586K -$54.6K -982 -9%
PIMG
102
Patriot Investment Management Group
Tennessee
$584K -$18.6K -334 -3%
EWA
103
Evolution Wealth Advisors
Florida
$573K – – –
MCWS
104
McKinley Carter Wealth Services
West Virginia
$573K +$200K +3,600 +54%
AFM
105
Abbot Financial Management
Massachusetts
$572K +$222 +4 +0%
TCM
106
TD Capital Management
Tennessee
$566K +$1.5K +27 +0.3%
WAM
107
WNY Asset Management
New York
$562K -$11K -198 -2%
EFS
108
Essex Financial Services
Connecticut
$535K -$7.51K -135 -1%
HWM
109
HB Wealth Management
Georgia
$535K -$40.3K -725 -7%
SWA
110
Sax Wealth Advisors
New Jersey
$531K +$531K +9,545 New
FPGK
111
Financial Partners Group (Kansas)
Kansas
$529K -$46.2K -826 -8%
IFA
112
Interactive Financial Advisors
Illinois
$521K +$612 +11 +0.1%
William Blair & Company
113
William Blair & Company
Illinois
$503K – – –
CAN
114
Cetera Advisor Networks
California
$490K -$298K -5,352 -38%
AWS
115
Atria Wealth Solutions
New York
$485K +$262K +4,719 +118%
ICG
116
InterOcean Capital Group
Tennessee
$483K -$81.1K -1,458 -14%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$481K -$8.34K -150 -2%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$478K +$222 +4 +0%
AWM
119
Apollon Wealth Management
South Carolina
$476K +$476K +8,568 New
CCM
120
Check Capital Management
California
$467K – – –
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$463K – – –
FFN
122
Focus Financial Network
Minnesota
$421K +$667 +12 +0.2%
VWM
123
Venturi Wealth Management
Texas
$401K -$57.8K -1,040 -13%
LNC
124
Lincoln National Corp
Pennsylvania
$398K +$10.8K +194 +3%
Creative Planning
125
Creative Planning
Kansas
$381K +$42.9K +771 +13%
3 4
5
6 7