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iShares Exponential Technologies ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.54B invested in iShares Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.99B
2
CCA
Clearwater Capital Advisors
Illinois
$5.85M
3
RJA
Raymond James & Associates
Florida
$5.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.45M
5
Ameriprise
Ameriprise
Minnesota
$26M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$8.81M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$10.1M
3
UBS Group
UBS Group
Switzerland
$19.7M
4
BFG
Berger Financial Group
Minnesota
$3.19M
5
FFM
Forum Financial Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$447K +$141K +2,398 +46%
PCIA
127
Prime Capital Investment Advisors
Kansas
$441K -$1.96M -33,366 -82%
BPA
128
Beacon Pointe Advisors
California
$433K +$353 +6 +0.1%
KWA
129
Kingswood Wealth Advisors
California
$417K +$152K +2,586 +57%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$410K +$410K +6,969 New
DA
131
Detalus Advisors
Missouri
$409K +$409K +6,954 New
FFN
132
Focus Financial Network
Minnesota
$403K -$13K -217 -3%
OIA
133
OneDigital Investment Advisors
Kansas
$382K +$10.2K +173 +3%
VWM
134
Venturi Wealth Management
Texas
$373K – – –
EWA
135
EP Wealth Advisors
California
$366K -$153K -2,606 -30%
Goldman Sachs
136
Goldman Sachs
New York
$365K -$274K -4,655 -43%
Comerica Bank
137
Comerica Bank
Texas
$357K -$38.8K -660 -10%
BSW
138
Buckingham Strategic Wealth
Missouri
$356K -$186K -3,166 -34%
KWM
139
KFG Wealth Management
Indiana
$351K +$7.83K +133 +2%
SA
140
Sanctuary Advisors
Indiana
$349K +$349K +6,178 New
AWM
141
Accurate Wealth Management
Florida
$347K – – –
HKIMG
142
Hutchens & Kramer Investment Management Group
Indiana
$344K – – –
UCFA
143
United Capital Financial Advisors
Texas
$336K -$71.2K -1,210 -17%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$324K – – –
HF
145
HRT Financial
New York
$318K -$192K -3,273 -38%
HI
146
Harbour Investments
Wisconsin
$317K +$294 +5 +0.1%
VCM
147
Vivaldi Capital Management
Illinois
$307K -$3.94K -67 -1%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$306K +$70.7K +1,201 +30%
GWSG
149
GPS Wealth Strategies Group
Colorado
$285K +$285K +4,839 New
Cerity Partners
150
Cerity Partners
New York
$284K +$284K +4,832 New
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6
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