XT icon

iShares Exponential Technologies ETF

212 hedge funds and large institutions have $2.26B invested in iShares Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.39%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
126
Silver Oak Securities
Tennessee
$312K +$312K +5,927 New
SSB
127
Sandy Spring Bank
Maryland
$310K
AWM
128
Accurate Wealth Management
Florida
$299K +$3.1K +60 +1%
Wealthfront Advisers
129
Wealthfront Advisers
California
$298K -$26.6K -504 -8%
FTUS
130
Flow Traders U.S.
New York
$293K +$293K +5,560 New
HI
131
Harbour Investments
Wisconsin
$293K -$32.5K -616 -10%
VWA
132
VERITY Wealth Advisors
United States
$290K
Deutsche Bank
133
Deutsche Bank
Germany
$280K
Cerity Partners
134
Cerity Partners
New York
$277K
AFA
135
American Financial Advisors
Georgia
$266K
BPA
136
Beacon Pointe Advisors
California
$261K -$48K -911 -16%
NA
137
NewEdge Advisors
Louisiana
$258K -$95.7K -1,815 -27%
PCA
138
Pallas Capital Advisors
Massachusetts
$256K
SWP
139
Stratos Wealth Partners
Ohio
$254K -$234K -4,444 -48%
CFO
140
Collective Family Office
Pennsylvania
$248K
PPWM
141
PFG Private Wealth Management
Florida
$246K
EA
142
Ergawealth Advisors
Illinois
$245K -$49.1K -932 -17%
GVAG
143
Great Valley Advisor Group
Delaware
$239K
AFG
144
Atomi Financial Group
New York
$238K +$238K +4,519 New
PA
145
Procyon Advisors
Connecticut
$237K -$23.2K -441 -9%
UCFA
146
United Capital Financial Advisors
Texas
$236K +$2.64K +50 +1%
WGCA
147
Wolf Group Capital Advisors
Virginia
$231K -$58K -1,100 -20%
CWM
148
Centurion Wealth Management
Virginia
$230K
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$226K
PWM
150
Perigon Wealth Management
California
$224K -$5.27K -100 -2%