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iShares Exponential Technologies ETF
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Overview Fund Activity

249 hedge funds and large institutions have $3.01B invested in iShares Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+24
Holders Change %
+10.67%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
44
Increased
110
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.83B
2
NW
2
NewEdge Wealth
Pennsylvania
$22.1M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$66.3M
4
FA
4
FDx Advisors
Illinois
$7.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.54M
2
SW
2
SVB Wealth
Massachusetts
$3.42M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$1.52M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$49.3M
5
Wells Fargo
5
Wells Fargo
California
$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
151
Prudential Financial
New Jersey
$348K -$233K -3,478 -40%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$346K +$12.9K +196 +4%
NA
153
NewEdge Advisors
Louisiana
$346K +$27.4K +415 +9%
BCM
154
Barometer Capital Management
Ontario, Canada
$343K -$318K -4,815 -48%
FAIM
155
Financial Advocates Investment Management
Washington
$334K -$7.72K -117 -2%
AFA
156
American Financial Advisors
Georgia
$331K +$858 +13 +0.3%
AWA
157
Arkadios Wealth Advisors
Georgia
$329K +$17.5K +265 +6%
CFO
158
Collective Family Office
Pennsylvania
$311K – – –
PWM
159
Perigon Wealth Management
California
$310K +$3.7K +56 +1%
PPWM
160
PFG Private Wealth Management
Florida
$308K -$11.6K -175 -4%
LA
161
Latitude Advisors
Florida
$306K +$463 +7 +0.2%
MC
162
Moors & Cabot
Massachusetts
$297K +$331 +5 +0.1%
KM
163
Kalos Management
Georgia
$287K +$11K +176 +4%
PPW
164
Pinnacle Private Wealth
Massachusetts
$287K +$287K +4,347 New
BFWA
165
Benchmark Financial Wealth Advisors
Florida
$286K +$26.4K +399 +10%
AAS
166
Avantax Advisory Services
Texas
$286K +$27.7K +419 +11%
VA
167
Valmark Advisers
Ohio
$283K +$45K +680 +19%
BRWA
168
B. Riley Wealth Advisors
Florida
$270K -$12.8K -193 -5%
T
169
TNF
Montana
$257K – – –
CAN
170
Claraphi Advisory Network
United States
$253K +$5.55K +84 +2%
EL
171
EQ LLC
Washington
$235K +$66 +1 +0%
MG
172
Mather Group
Illinois
$234K -$3.63K -55 -2%
SIM
173
Seaview Investment Managers
Florida
$226K -$1.32M -19,965 -85%
SFM
174
Signet Financial Management
New Jersey
$224K +$224K +3,386 New
CA
175
Cetera Advisors
Colorado
$222K -$96.1K -1,452 -30%
5 6
7
8 9