XT icon

iShares Exponential Technologies ETF
XT

Overview Fund Activity

234 hedge funds and large institutions have $2.63B invested in iShares Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
55
Reduced
95
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$2.08B
2
Jane Street
Jane Street
New York
$6.03M
3
SWA
Stratos Wealth Advisors
Ohio
$12.5M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$3.69M
5
MOS
MGO One Seven
Ohio
$3.79M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.2M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$5.38M
3
CWP
Concord Wealth Partners
Virginia
$734K
4
CAMV
Concord Asset Management (Virginia)
Virginia
$0
5
LPL Financial
LPL Financial
California
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
126
Venturi Wealth Management
Texas
$377K -$9.13K -150 -2%
FFN
127
Focus Financial Network
Minnesota
$377K -$32.1K -528 -8%
OIA
128
OneDigital Investment Advisors
Kansas
$357K -$37.9K -623 -10%
Comerica Bank
129
Comerica Bank
Texas
$351K -$18.1K -297 -5%
UCFA
130
United Capital Financial Advisors
Texas
$348K – – –
AWM
131
Accurate Wealth Management
Florida
$346K +$1.87K +31 +0.5%
KWM
132
KFG Wealth Management
Indiana
$346K -$17.7K -290 -5%
SP
133
Symmetry Partners
Connecticut
$346K +$346K +5,680 New
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$339K – – –
SWP
135
Stratos Wealth Partners
Ohio
$337K +$69.5K +1,142 +26%
HKIMG
136
Hutchens & Kramer Investment Management Group
Indiana
$336K -$16.1K -267 -5%
HI
137
Harbour Investments
Wisconsin
$323K -$4.63K -76 -1%
CT
138
Coastline Trust
Rhode Island
$321K +$321K +5,280 New
Goldman Sachs
139
Goldman Sachs
New York
$319K -$58.7K -964 -16%
NA
140
NewEdge Advisors
Louisiana
$312K +$27.4K +450 +10%
Stifel Financial
141
Stifel Financial
Missouri
$310K +$41.5K +682 +15%
FCMA
142
Foresight Capital Management Advisors
Michigan
$306K +$39.5K +648 +15%
VCM
143
Vivaldi Capital Management
Illinois
$302K -$15.2K -250 -5%
SA
144
Sanctuary Advisors
Indiana
$300K -$75.9K -1,248 -20%
EL
145
EQ LLC
Washington
$300K +$9.98K +164 +3%
GWSG
146
GPS Wealth Strategies Group
Colorado
$295K +$548 +9 +0.2%
CFG
147
Citizens Financial Group
Rhode Island
$289K – – –
DA
148
Detalus Advisors
Missouri
$289K -$135K -2,213 -32%
CFO
149
Collective Family Office
Pennsylvania
$287K – – –
AFG
150
Atomi Financial Group
New York
$266K -$3.04K -50 -1%
4 5
6
7 8