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iShares Exponential Technologies ETF
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Overview Fund Activity

247 hedge funds and large institutions have $2.58B invested in iShares Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$23.8M
2
Ameriprise
2
Ameriprise
Minnesota
$25.4M
3
BFG
3
Berger Financial Group
Minnesota
$6.98M
4
LPL Financial
4
LPL Financial
California
$45.4M
5
FFM
5
Forum Financial Management
Illinois
$3.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.16M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.98B
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$14.8M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$715K +$216K +3,628 +43%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$714K -$146K -2,449 -17%
VWA
103
VERITY Wealth Advisors
United States
$702K +$388K +6,512 +124%
DWM
104
Destination Wealth Management
California
$671K -$205K -3,443 -23%
HSA
105
HBK Sorce Advisory
Pennsylvania
$660K -$144K -2,408 -18%
Wealthfront Advisers
106
Wealthfront Advisers
California
$659K +$64.4K +1,080 +11%
Goldman Sachs
107
Goldman Sachs
New York
$647K -$30.7K -515 -5%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$647K – – –
MCWS
109
McKinley Carter Wealth Services
West Virginia
$636K +$215K +3,600 +51%
IFA
110
Interactive Financial Advisors
Illinois
$630K -$628K -10,534 -50%
CNWM
111
Clay Northam Wealth Management
California
$628K – – –
MA
112
MONECO Advisors
Connecticut
$620K +$193K +3,231 +45%
EWA
113
Evolution Wealth Advisors
Florida
$614K – – –
WAM
114
WNY Asset Management
New York
$589K – – –
WBCM
115
Wilson & Boucher Capital Management
California
$574K -$55.1K -925 -9%
CPC
116
Consolidated Planning Corp
Georgia
$564K -$704K -11,802 -56%
FPGK
117
Financial Partners Group (Kansas)
Kansas
$555K +$9.48K +159 +2%
BSW
118
Buckingham Strategic Wealth
Missouri
$550K -$434K -7,273 -44%
PIMG
119
Patriot Investment Management Group
Tennessee
$546K – – –
HWM
120
HB Wealth Management
Georgia
$544K – – –
William Blair & Company
121
William Blair & Company
Illinois
$540K – – –
AWM
122
Apollon Wealth Management
South Carolina
$532K +$252K +4,224 +90%
EWA
123
Exencial Wealth Advisors
Oklahoma
$527K -$60.6K -1,017 -10%
EWA
124
EP Wealth Advisors
California
$526K -$52K -873 -9%
SWP
125
Stratos Wealth Partners
Ohio
$519K -$93.6K -1,570 -15%
3 4
5
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