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iShares Exponential Technologies ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.32B invested in iShares Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$16K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$35.4M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$40.3M
4
MCM
4
MAI Capital Management
Ohio
$2.03M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$7.96M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$45M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$45M
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$326K +$18.3K +350 +6%
GL
127
Graypoint LLC
New York
$325K +$325K +6,216 New
HKIMG
128
Hutchens & Kramer Investment Management Group
Indiana
$320K -$1.76K -34 -0.5%
SWM
129
Spire Wealth Management
Virginia
$319K -$2.61K -50 -0.8%
SSB
130
Sandy Spring Bank
Maryland
$307K – – –
AWM
131
Accurate Wealth Management
Florida
$301K -$3.15K -60 -1%
HI
132
Harbour Investments
Wisconsin
$297K +$1.31K +25 +0.4%
Franklin Resources
133
Franklin Resources
California
$289K +$273K +5,234 +1,745%
VWA
134
VERITY Wealth Advisors
United States
$287K – – –
AIA
135
Ally Invest Advisors
North Carolina
$286K +$43.7K +836 +18%
MIM
136
Moseley Investment Management
Florida
$280K +$52.3K +1,002 +23%
BPA
137
Beacon Pointe Advisors
California
$277K +$9.03K +173 +3%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$276K -$158K -3,030 -36%
PCIA
139
Prime Capital Investment Advisors
Kansas
$267K -$717K -13,737 -73%
AFA
140
American Financial Advisors
Georgia
$264K – – –
EL
141
EQ LLC
Washington
$248K +$248K +4,755 New
CFG
142
Citizens Financial Group
Rhode Island
$247K – – –
CFO
143
Collective Family Office
Pennsylvania
$246K – – –
PCA
144
Pallas Capital Advisors
Massachusetts
$242K -$533 -11 -0.2%
GVAG
145
Great Valley Advisor Group
Delaware
$241K +$4.18K +80 +2%
SPC
146
Sigma Planning Corp
Michigan
$239K +$17.8K +340 +8%
EA
147
Ergawealth Advisors
Illinois
$238K -$5.27K -101 -2%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$232K -$8.41K -161 -3%
CWM
149
Centurion Wealth Management
Virginia
$228K – – –
PWM
150
Perigon Wealth Management
California
$224K +$10K +192 +5%
4 5
6
7 8