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iShares Exponential Technologies ETF

245 hedge funds and large institutions have $2.62B invested in iShares Exponential Technologies ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
56
Reduced
97
Closed
15
Calls
$156K
Puts
$66K
Net Calls
+$90K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
126
McKinley Carter Wealth Services
West Virginia
$423K -$216K -3,600 -34%
Creative Planning
127
Creative Planning
Kansas
$411K -$61.5K -1,027 -13%
UCFA
128
United Capital Financial Advisors
Texas
$403K -$44.2K -739 -10%
Comerica Bank
129
Comerica Bank
Texas
$397K
VWM
130
Venturi Wealth Management
Texas
$379K -$20.1K -336 -5%
SOS
131
Silver Oak Securities
Tennessee
$379K +$290K +4,836 +324%
OIA
132
OneDigital Investment Advisors
Kansas
$378K +$4.31K +72 +1%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$361K +$109K +1,818 +43%
SSB
134
Sandy Spring Bank
Maryland
$352K
HKIMG
135
Hutchens & Kramer Investment Management Group
Indiana
$351K -$19.6K -328 -5%
AIA
136
Ally Invest Advisors
North Carolina
$345K +$17.7K +295 +5%
LCM
137
Lunt Capital Management
Utah
$345K -$76K -1,270 -18%
GVAG
138
Great Valley Advisor Group
Delaware
$343K +$66.6K +1,112 +24%
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$342K +$342K +5,711 New
HI
140
Harbour Investments
Wisconsin
$341K +$479 +8 +0.1%
AWM
141
Accurate Wealth Management
Florida
$333K -$1.11K -19 -0.3%
MIM
142
Moseley Investment Management
Florida
$325K +$4.13K +69 +1%
VWA
143
VERITY Wealth Advisors
United States
$315K -$14.2K -237 -4%
KWM
144
KFG Wealth Management
Indiana
$306K +$50.4K +841 +20%
PCA
145
Pallas Capital Advisors
Massachusetts
$298K
SWM
146
Spire Wealth Management
Virginia
$290K -$64K -1,106 -18%
IA
147
IFG Advisory
Georgia
$288K +$288K +4,806 New
CFG
148
Citizens Financial Group
Rhode Island
$285K +$1.44K +24 +0.5%
BPA
149
Beacon Pointe Advisors
California
$284K -$33.4K -558 -11%
CFO
150
Collective Family Office
Pennsylvania
$282K