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iShares Exponential Technologies ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.32B invested in iShares Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$16K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$35.4M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$40.3M
4
MCM
4
MAI Capital Management
Ohio
$2.03M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$7.96M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$45M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$45M
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
101
TD Capital Management
Tennessee
$535K +$3.81K +73 +0.7%
EWA
102
EP Wealth Advisors
California
$531K +$487K +9,329 +1,112%
WAM
103
WNY Asset Management
New York
$527K – – –
EWA
104
Exencial Wealth Advisors
Oklahoma
$514K -$36.2K -693 -7%
HWM
105
HB Wealth Management
Georgia
$479K -$23.2K -445 -5%
PIMG
106
Patriot Investment Management Group
Tennessee
$478K -$70.3K -1,346 -13%
EFS
107
Essex Financial Services
Connecticut
$476K -$26.9K -515 -5%
AWS
108
Atria Wealth Solutions
New York
$474K +$17.8K +341 +4%
William Blair & Company
109
William Blair & Company
Illinois
$473K – – –
SWP
110
Stratos Wealth Partners
Ohio
$471K +$159K +3,046 +51%
FPGK
111
Financial Partners Group (Kansas)
Kansas
$470K -$15.1K -295 -3%
ICG
112
InterOcean Capital Group
Tennessee
$454K – – –
CAN
113
Cetera Advisor Networks
California
$449K -$11K -211 -2%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$447K -$4.54K -87 -1%
CCM
115
Check Capital Management
California
$439K – – –
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$417K +$108K +2,076 +35%
Creative Planning
117
Creative Planning
Kansas
$412K +$54.1K +1,037 +15%
FFN
118
Focus Financial Network
Minnesota
$393K -$1.83K -35 -0.5%
UCFA
119
United Capital Financial Advisors
Texas
$390K +$35K +671 +10%
LNC
120
Lincoln National Corp
Pennsylvania
$372K -$992 -19 -0.3%
LCM
121
Lunt Capital Management
Utah
$367K +$38.8K +744 +12%
OFS
122
OneAscent Financial Services
Alabama
$366K +$22.8K +437 +7%
VWM
123
Venturi Wealth Management
Texas
$348K -$27.9K -535 -7%
AP
124
Advisors Preferred
Maryland
$347K +$347K +6,712 New
Comerica Bank
125
Comerica Bank
Texas
$346K +$346K +6,629 New
3 4
5
6 7