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iShares Exponential Technologies ETF

212 hedge funds and large institutions have $2.26B invested in iShares Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.39%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
151
Tradition Wealth Management
Minnesota
$223K +$20.2K +382 +10%
AIA
152
Ally Invest Advisors
North Carolina
$222K +$222K +4,218 New
AWS
153
Atria Wealth Solutions
New York
$211K -$15.8K -300 -7%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$210K -$14.1K -267 -6%
MIM
155
Moseley Investment Management
Florida
$208K +$208K +3,942 New
CF
156
Centaurus Financial
California
$190K
IGWM
157
ICA Group Wealth Management
Colorado
$165K -$12.6K -239 -7%
AAS
158
Ameritas Advisory Services
Nebraska
$154K -$108K -2,108 -41%
CIAS
159
Capital Investment Advisory Services
North Carolina
$150K -$25.7K -488 -15%
AssetMark Inc
160
AssetMark Inc
California
$131K +$43.3K +821 +49%
AF
161
Advisornet Financial
Minnesota
$116K
MWM
162
Mascoma Wealth Management
New Hampshire
$109K -$4.83K -95 -4%
JWA
163
JFS Wealth Advisors
Pennsylvania
$105K
MFG
164
Monumental Financial Group
Maryland
$98K +$98K +1,853 New
GRP
165
Global Retirement Partners
California
$87.2K -$4.59K -92 -5%
IA
166
IFP Advisors
Florida
$76.2K -$89.2K -2,402 -54%
US Bancorp
167
US Bancorp
Minnesota
$65.7K -$18.4K -349 -22%
HFM
168
Hartford Financial Management
Connecticut
$61.6K
AF
169
Allworth Financial
California
$54.2K
BFEC
170
Benjamin F. Edwards & Company
Missouri
$53K
GT
171
Glenmede Trust
Pennsylvania
$52.7K
RWPA
172
Richard W. Paul & Associates
Michigan
$50.2K
AWM
173
Abound Wealth Management
Tennessee
$46.4K
JPMorgan Chase & Co
174
JPMorgan Chase & Co
New York
$41.9K +$10K +190 +31%
SPIA
175
Steward Partners Investment Advisory
New York
$40.4K +$21.6K +409 +115%