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iShares Exponential Technologies ETF
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Overview Fund Activity

249 hedge funds and large institutions have $3.01B invested in iShares Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+24
Holders Change %
+10.67%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
44
Increased
110
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.83B
2
NW
2
NewEdge Wealth
Pennsylvania
$22.1M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$66.3M
4
FA
4
FDx Advisors
Illinois
$7.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.54M
2
SW
2
SVB Wealth
Massachusetts
$3.42M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$1.52M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$49.3M
5
Wells Fargo
5
Wells Fargo
California
$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$592K -$13K -197 -2%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$582K +$145K +2,187 +33%
WCM
128
Wealthcare Capital Management
Virginia
$577K +$23.4K +354 +4%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$570K +$14.5K +220 +3%
PIA
130
Pinion Investment Advisors
Kansas
$561K +$26.2K +396 +5%
PCIA
131
Prime Capital Investment Advisors
Kansas
$552K +$552K +8,354 New
CWM
132
Cornerstone Wealth Management
Missouri
$538K -$33.6K -507 -6%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$497K +$132 +2 +0%
CCM
134
Check Capital Management
California
$489K – – –
BPA
135
Beacon Pointe Advisors
California
$487K +$10.5K +159 +2%
SWP
136
Stratos Wealth Partners
Ohio
$480K +$3.63K +55 +0.8%
PCA
137
Pallas Capital Advisors
Massachusetts
$478K -$28.7K -487 -6%
OIA
138
OneDigital Investment Advisors
Kansas
$472K +$9.84K +149 +2%
CW
139
CreativeOne Wealth
Kansas
$465K +$150K +2,266 +47%
SWA
140
Stratos Wealth Advisors
Ohio
$455K +$185K +2,802 +69%
EW
141
Emerson Wealth
Michigan
$424K +$132 +2 +0%
AWM
142
AE Wealth Management
Kansas
$408K +$112K +1,693 +38%
MTWM
143
Masso Torrence Wealth Management
New Jersey
$407K +$407K +6,161 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$398K +$15.1K +229 +4%
RJT
145
Raymond James Trust
Florida
$396K – – –
IA
146
IFP Advisors
Florida
$378K -$52.2K -795 -12%
Creative Planning
147
Creative Planning
Kansas
$376K -$42.8K -647 -10%
Deutsche Bank
148
Deutsche Bank
Germany
$351K – – –
EH
149
Equitable Holdings
New York
$350K +$25.2K +382 +8%
MCC
150
Money Concepts Capital
Florida
$349K +$349K +5,283 New
4 5
6
7 8