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iShares Exponential Technologies ETF

220 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
77
Reduced
66
Closed
17
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$256K +$17.2K +310 +7%
GVAG
152
Great Valley Advisor Group
Delaware
$252K +$612 +11 +0.2%
CWM
153
Centurion Wealth Management
Virginia
$243K
MIM
154
Moseley Investment Management
Florida
$242K +$23.2K +417 +11%
PPWM
155
PFG Private Wealth Management
Florida
$238K -$21.3K -383 -8%
SPC
156
Sigma Planning Corp
Michigan
$236K -$854K -15,357 -78%
TWM
157
Tradition Wealth Management
Minnesota
$235K +$56 +1 +0%
RJT
158
Raymond James Trust
Florida
$231K +$231K +4,154 New
PWM
159
Perigon Wealth Management
California
$228K -$9.01K -162 -4%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$220K -$1.45K -26 -0.7%
DA
161
Detalus Advisors
Missouri
$212K +$212K +3,806 New
AFG
162
Atomi Financial Group
New York
$208K -$43.3K -778 -17%
SXL
163
Summit X LLC
Missouri
$207K +$207K +3,731 New
DWM
164
Dakota Wealth Management
Florida
$202K +$202K +3,629 New
AF
165
Advisornet Financial
Minnesota
$195K +$73K +1,313 +60%
CF
166
Centaurus Financial
California
$180K -$20.3K -366 -10%
IGWM
167
ICA Group Wealth Management
Colorado
$174K -$111 -2 -0.1%
AssetMark Inc
168
AssetMark Inc
California
$135K -$3.5K -63 -3%
MWM
169
Mascoma Wealth Management
New Hampshire
$123K +$5.09K +92 +4%
HFM
170
Hartford Financial Management
Connecticut
$122K +$57.3K +1,030 +88%
IA
171
IFP Advisors
Florida
$111K -$2.78K -50 -2%
JWA
172
JFS Wealth Advisors
Pennsylvania
$110K
FFA
173
Founders Financial Alliance
North Carolina
$97.9K +$97.9K +1,760 New
GRP
174
Global Retirement Partners
California
$97.1K
US Bancorp
175
US Bancorp
Minnesota
$69.3K