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iShares Exponential Technologies ETF
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Overview Fund Activity

225 hedge funds and large institutions have $2.74B invested in iShares Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$14.5M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$5.97M
3
Mariner
Mariner
Kansas
+$5.32M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$4.41M
5
SIM
Stratos Investment Management
Ohio
+$4.28M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$18.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.95M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.89M
4
BS
Banco Santander
Spain
-$3.79M
5
CWP
Concord Wealth Partners
Virginia
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
151
Moors & Cabot
Massachusetts
$280K -$43.1K -690 -13%
KM
152
Kalos Management
Georgia
$276K -$30.7K -490 -10%
BRWA
153
B. Riley Wealth Advisors
Florida
$268K -$163K -2,592 -38%
T
154
TNF
Montana
$263K +$263K +4,089 New
SWA
155
Stratos Wealth Advisors
Ohio
$257K +$257K +4,089 New
BFWA
156
Benchmark Financial Wealth Advisors
Florida
$246K – – –
AAS
157
Avantax Advisory Services
Texas
$245K +$2.51K +40 +1%
CAN
158
Claraphi Advisory Network
United States
$235K +$235K +3,743 New
MG
159
Mather Group
Illinois
$226K – – –
VA
160
Valmark Advisers
Ohio
$226K +$226K +3,599 New
EL
161
EQ LLC
Washington
$223K – – –
FIA
162
Foundations Investment Advisors
Arizona
$219K +$4.5K +72 +2%
CF
163
Centaurus Financial
California
$205K -$31.3K -500 -13%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$205K -$12.8K -203 -6%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$204K +$204K +3,258 New
JFGLC
166
Johnson Financial Group LLC (Colorado)
Colorado
$202K – – –
GRP
167
Global Retirement Partners
California
$195K +$6.27K +100 +3%
Vontobel Holding
168
Vontobel Holding
Switzerland
$188K -$43.4K -693 -19%
EIP
169
Ellis Investment Partners
Pennsylvania
$181K – – –
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$170K +$2.26K +36 +1%
MWM
171
Mascoma Wealth Management
New Hampshire
$150K +$150K +2,398 New
APA
172
American Portfolios Advisors
New York
$127K +$32.1K +511 +34%
JWA
173
JFS Wealth Advisors
Pennsylvania
$125K +$125K +1,987 New
FPS
174
Fieldpoint Private Securities
Connecticut
$80K – – –
CFGS
175
Concourse Financial Group Securities
Alabama
$77K – – –
5 6
7
8 9