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iShares Exponential Technologies ETF

249 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
35
Increased
76
Reduced
80
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
126
HB Wealth Management
Georgia
$479K -$58.2K -975 -11%
CA
127
Cannon Advisors
North Carolina
$473K +$31.1K +521 +7%
EFS
128
Essex Financial Services
Connecticut
$466K -$34.5K -579 -7%
MIM
129
Moseley Investment Management
Florida
$460K -$48K -805 -9%
FPGK
130
Financial Partners Group (Kansas)
Kansas
$459K -$21.5K -360 -4%
SSB
131
Sandy Spring Bank
Maryland
$455K
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$452K +$123K +2,063 +37%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$430K -$6.09K -102 -1%
BPA
134
Beacon Pointe Advisors
California
$429K -$10.4K -174 -2%
MCWS
135
McKinley Carter Wealth Services
West Virginia
$423K +$1.31K +22 +0.3%
WIA
136
World Investment Advisors
California
$415K +$415K +6,958 New
GS
137
GWN Securities
Florida
$414K +$414K +6,914 New
CKAIS
138
Christensen King & Associates Investment Services
Washington
$408K -$20.9K -342 -5%
CWP
139
Concord Wealth Partners
Virginia
$403K -$317K -5,312 -44%
VWM
140
Venturi Wealth Management
Texas
$369K +$60 +1 +0%
OIA
141
OneDigital Investment Advisors
Kansas
$361K +$10.7K +179 +3%
FFN
142
Focus Financial Network
Minnesota
$350K -$19.2K -322 -5%
AWM
143
Accurate Wealth Management
Florida
$338K -$1.84K -31 -0.5%
FCMA
144
Foresight Capital Management Advisors
Michigan
$337K +$37.2K +624 +12%
SP
145
Symmetry Partners
Connecticut
$336K -$3.04K -51 -0.9%
VCM
146
Vivaldi Capital Management
Illinois
$335K +$29.8K +484 +10%
NA
147
NewEdge Advisors
Louisiana
$326K +$20.2K +339 +7%
FFA
148
Farther Finance Advisors
California
$321K +$314K +5,257 +4,240%
HI
149
Harbour Investments
Wisconsin
$317K
RFP
150
Root Financial Partners
California
$316K +$102K +1,705 +48%