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iShares Exponential Technologies ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.54B invested in iShares Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.99B
2
CCA
2
Clearwater Capital Advisors
Illinois
$5.85M
3
RJA
3
Raymond James & Associates
Florida
$5.1M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.45M
5
Ameriprise
5
Ameriprise
Minnesota
$26M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.81M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.1M
3
UBS Group
3
UBS Group
Switzerland
$19.7M
4
BFG
4
Berger Financial Group
Minnesota
$3.19M
5
FFM
5
Forum Financial Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
101
Interactive Financial Advisors
Illinois
$630K +$8.06K +137 +1%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$628K – – –
BBVA
103
Banco Bilbao Vizcaya Argentaria
Spain
$607K +$233K +3,957 +62%
EWA
104
Evolution Wealth Advisors
Florida
$606K – – –
HSA
105
HBK Sorce Advisory
Pennsylvania
$604K -$46.5K -791 -7%
CNWM
106
Clay Northam Wealth Management
California
$602K -$17.6K -299 -3%
Wealthfront Advisers
107
Wealthfront Advisers
California
$568K -$82.1K -1,396 -13%
WBCM
108
Wilson & Boucher Capital Management
California
$566K – – –
WAM
109
WNY Asset Management
New York
$561K -$20.6K -350 -4%
AIA
110
Ally Invest Advisors
North Carolina
$557K +$83.7K +1,422 +18%
William Blair & Company
111
William Blair & Company
Illinois
$542K +$9.47K +161 +2%
PIMG
112
Patriot Investment Management Group
Tennessee
$539K – – –
HWM
113
HB Wealth Management
Georgia
$537K – – –
Renaissance Technologies
114
Renaissance Technologies
New York
$529K -$288K -4,900 -35%
AWM
115
Apollon Wealth Management
South Carolina
$524K -$588 -10 -0.1%
CI
116
CX Institutional
Indiana
$523K -$192K -3,266 -27%
MG
117
Mather Group
Illinois
$522K +$318K +5,326 +155%
EWA
118
Exencial Wealth Advisors
Oklahoma
$515K -$5.3K -90 -1%
Creative Planning
119
Creative Planning
Kansas
$497K +$80.1K +1,361 +19%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$486K +$5K +85 +1%
MIM
121
Moseley Investment Management
Florida
$485K +$66.5K +1,130 +16%
EFS
122
Essex Financial Services
Connecticut
$484K -$6.67K -118 -1%
SSB
123
Sandy Spring Bank
Maryland
$480K -$765 -13 -0.2%
FPGK
124
Financial Partners Group (Kansas)
Kansas
$479K -$68.1K -1,157 -12%
CKAIS
125
Christensen King & Associates Investment Services
Washington
$467K +$18.2K +309 +4%
3 4
5
6 7