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iShares Exponential Technologies ETF
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Overview Fund Activity

220 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
77
Reduced
66
Closed
17
Calls
$1.8M
Puts
–
Net Calls
+$1.8M
Net Calls Change
+$1.8M

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$95.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$95.6M
3
GG
3
Greenwood Gearhart
Arkansas
$9.54M
4
OMC
4
Old Mission Capital
Illinois
$5.01M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.86B
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$27.5M
4
RJA
4
Raymond James & Associates
Florida
$3.35M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
126
United Capital Financial Advisors
Texas
$378K +$129K +2,318 +52%
OFS
127
OneAscent Financial Services
Alabama
$366K +$366K +6,578 New
LCM
128
Lunt Capital Management
Utah
$350K +$350K +6,286 New
HKIMG
129
Hutchens & Kramer Investment Management Group
Indiana
$346K -$3.95K -71 -1%
SWM
130
Spire Wealth Management
Virginia
$343K +$56 +1 +0%
SOS
131
Silver Oak Securities
Tennessee
$341K +$11.3K +203 +3%
SWP
132
Stratos Wealth Partners
Ohio
$332K +$64.9K +1,168 +24%
AWM
133
Accurate Wealth Management
Florida
$332K – – –
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$328K -$34.9K -627 -10%
OIA
135
OneDigital Investment Advisors
Kansas
$328K -$16.3K -294 -5%
SSB
136
Sandy Spring Bank
Maryland
$327K – – –
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$317K -$852K -9,697 -73%
AT
138
American Trust
Kentucky
$316K -$30K -583 -9%
HI
139
Harbour Investments
Wisconsin
$315K +$5.73K +103 +2%
VWA
140
VERITY Wealth Advisors
United States
$306K – – –
PCA
141
Pallas Capital Advisors
Massachusetts
$289K – – –
BPA
142
Beacon Pointe Advisors
California
$285K +$10.1K +182 +4%
AFA
143
American Financial Advisors
Georgia
$281K +$389 +7 +0.1%
NA
144
NewEdge Advisors
Louisiana
$274K +$2.45K +44 +0.9%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$266K -$65.7K -1,182 -20%
CFG
146
Citizens Financial Group
Rhode Island
$263K +$263K +4,738 New
CFO
147
Collective Family Office
Pennsylvania
$262K – – –
Prudential Financial
148
Prudential Financial
New Jersey
$259K +$259K +4,661 New
EA
149
Ergawealth Advisors
Illinois
$259K +$167 +3 +0.1%
AIA
150
Ally Invest Advisors
North Carolina
$258K +$23K +414 +10%
4 5
6
7 8