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iShares Exponential Technologies ETF
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Overview Fund Activity

245 hedge funds and large institutions have $2.62B invested in iShares Exponential Technologies ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 15 closing their positions.

Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
39
Increased
56
Reduced
97
Closed
15
Calls
$156K
Puts
$66K
Net Calls
+$90K
Net Calls Change
-$1.72M

Top Buyers

1
Jane Street
1
Jane Street
New York
$22.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.4M
3
Betterment LLC
3
Betterment LLC
New York
$7.71M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.93M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.35M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$12.2M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$12.2M
3
GG
3
Greenwood Gearhart
Arkansas
$0
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$22.1M
5
Wells Fargo
5
Wells Fargo
California
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
$681K 11,368 -2,840 -20%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$649K 10,848 – –
WBCM
103
Wilson & Boucher Capital Management
California
$631K 10,546 -200 -2%
CNWM
104
Clay Northam Wealth Management
California
$631K 10,540 – –
EWA
105
Evolution Wealth Advisors
Florida
$617K 10,305 – –
SWP
106
Stratos Wealth Partners
Ohio
$615K 10,271 +1,245 +14%
TCM
107
TD Capital Management
Tennessee
$614K 10,264 +18 +0.2%
Wealthfront Advisers
108
Wealthfront Advisers
California
$597K 9,978 -1,437 -13%
WAM
109
WNY Asset Management
New York
$592K 9,883 -220 -2%
EWA
110
Exencial Wealth Advisors
Oklahoma
$590K 9,858 +19 +0.2%
AWM
111
AE Wealth Management
Kansas
$588K 10,142 -104 -1%
EWA
112
EP Wealth Advisors
California
$581K 9,700 -468 -5%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$556K 9,293 +1,313 +16%
KWA
114
Kingswood Wealth Advisors
California
$554K 9,250 +9,250 New
PIMG
115
Patriot Investment Management Group
Tennessee
$548K 9,160 – –
FPGK
116
Financial Partners Group (Kansas)
Kansas
$548K 9,147 -29 -0.3%
HWM
117
HB Wealth Management
Georgia
$547K 9,130 -50 -0.5%
William Blair & Company
118
William Blair & Company
Illinois
$542K 9,055 – –
EFS
119
Essex Financial Services
Connecticut
$525K 8,777 -335 -4%
CAN
120
Cetera Advisor Networks
California
$501K 8,365 -241 -3%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$485K 8,106 -461 -5%
CKAIS
122
Christensen King & Associates Investment Services
Washington
$460K 7,690 +7,690 New
LNC
123
Lincoln National Corp
Pennsylvania
$444K 7,424 +290 +4%
ICG
124
InterOcean Capital Group
Tennessee
$434K 7,246 -1,443 -17%
MA
125
MONECO Advisors
Connecticut
$429K 7,173 +7,173 New
3 4
5
6 7