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iShares Exponential Technologies ETF

243 hedge funds and large institutions have $2.43B invested in iShares Exponential Technologies ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 104 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
55
Reduced
104
Closed
23
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
101
MONECO Advisors
Connecticut
$597K -$13.5K -234 -2%
AWM
102
Apollon Wealth Management
South Carolina
$597K -$11.9K -206 -2%
CNWM
103
Clay Northam Wealth Management
California
$586K +$863 +15 +0.1%
DWM
104
Destination Wealth Management
California
$573K -$2.94K -51 -0.5%
William Blair & Company
105
William Blair & Company
Illinois
$567K +$58 +1 +0%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$561K +$146K +2,542 +35%
MA
107
Mezzasalma Advisors
New Jersey
$560K
HSA
108
HBK Sorce Advisory
Pennsylvania
$554K -$26.7K -463 -5%
MWM
109
MGB Wealth Management
Texas
$550K +$5.76K +100 +1%
IFA
110
Interactive Financial Advisors
Illinois
$549K -$7.14K -124 -1%
EWA
111
Evolution Wealth Advisors
Florida
$549K -$44.3K -770 -7%
WBCM
112
Wilson & Boucher Capital Management
California
$521K
LA
113
Lane & Associates
New Jersey
$511K -$11K -191 -2%
Wealthfront Advisers
114
Wealthfront Advisers
California
$507K -$5.58K -97 -1%
CCM
115
Check Capital Management
California
$507K -$210K -3,650 -29%
Creative Planning
116
Creative Planning
Kansas
$505K -$64.2K -1,115 -11%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$501K
FFS
118
Fortress Financial Solutions
Arizona
$500K -$924K -16,047 -65%
EWA
119
Exencial Wealth Advisors
Oklahoma
$485K -$8.17K -142 -2%
MIM
120
Moseley Investment Management
Florida
$476K +$32.5K +565 +7%
VCM
121
Vivaldi Capital Management
Illinois
$471K +$158K +2,746 +50%
WAM
122
WNY Asset Management
New York
$468K -$43.7K -760 -9%
EFS
123
Essex Financial Services
Connecticut
$467K +$16.6K +289 +4%
PIMG
124
Patriot Investment Management Group
Tennessee
$464K -$13.5K -235 -3%
CMMS
125
Comprehensive Money Management Services
Florida
$457K -$40.3K -700 -8%