XT icon

iShares Exponential Technologies ETF
XT

Overview Fund Activity

210 hedge funds and large institutions have $2.73B invested in iShares Exponential Technologies ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
18
Increased
102
Reduced
46
Closed
14
Calls
$1.11M
Puts
$286K
Net Calls
+$824K
Net Calls Change
+$824K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$53.7M
2
DWM
Destination Wealth Management
California
+$32.2M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$8.3M
4
Bank of America
Bank of America
North Carolina
+$7.53M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$7.35M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
-$10.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10M
3
Ameriprise
Ameriprise
Minnesota
-$7.28M
4
Morgan Stanley
Morgan Stanley
New York
-$2.74M
5
SFS
Sowell Financial Services
Arkansas
-$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
151
Vontobel Holding
Switzerland
$234K – – –
MG
152
Mather Group
Illinois
$228K -$7.22K -114 -3%
EL
153
EQ LLC
Washington
$225K +$63 +1 +0%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$219K +$4.93K +78 +2%
FIA
155
Foundations Investment Advisors
Arizona
$218K +$218K +3,433 New
CA
156
Cetera Advisors
Colorado
$209K -$8.77K -139 -4%
JFGLC
157
Johnson Financial Group LLC (Colorado)
Colorado
$205K +$205K +3,235 New
GRP
158
Global Retirement Partners
California
$191K +$6.02K +95 +3%
EIP
159
Ellis Investment Partners
Pennsylvania
$183K +$63 +1 +0%
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$169K – – –
APA
161
American Portfolios Advisors
New York
$95.8K +$95.8K +1,515 New
SPIA
162
Steward Partners Investment Advisory
New York
$83K -$217K -3,445 -72%
FPS
163
Fieldpoint Private Securities
Connecticut
$83K – – –
CFGS
164
Concourse Financial Group Securities
Alabama
$78K – – –
HFM
165
Hartford Financial Management
Connecticut
$74K – – –
FPW
166
Flagship Private Wealth
Massachusetts
$73.5K +$58.2K +918 +379%
TWM
167
Tradition Wealth Management
Minnesota
$71K +$63 +1 +0.1%
SSB
168
Sandy Spring Bank
Maryland
$70K +$4.01K +63 +6%
PP
169
Pacifica Partners
Canada
$69K – – –
COCM
170
Charter Oak Capital Management
New Hampshire
$67K – – –
GT
171
Glenmede Trust
Pennsylvania
$63K – – –
CIAS
172
Capital Investment Advisory Services
North Carolina
$54K – – –
VC
173
Vestor Capital
Illinois
$53K – – –
GWM
174
Geneos Wealth Management
Colorado
$49K -$8.28K -132 -14%
CCM
175
Covington Capital Management
California
$46K – – –
5 6
7
8 9