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iShares Exponential Technologies ETF

245 hedge funds and large institutions have $2.62B invested in iShares Exponential Technologies ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
56
Reduced
97
Closed
15
Calls
$156K
Puts
$66K
Net Calls
+$90K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
Apollon Wealth Management
South Carolina
$281K +$281K +4,701 New
PCIA
152
Prime Capital Investment Advisors
Kansas
$271K -$35.1K -586 -11%
AWS
153
Atria Wealth Solutions
New York
$270K -$273K -4,556 -50%
EA
154
Ergawealth Advisors
Illinois
$270K -$2.46K -41 -0.9%
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$264K -$1.8K -30 -0.7%
AFG
156
Atomi Financial Group
New York
$264K +$264K +4,403 New
AFA
157
American Financial Advisors
Georgia
$263K -$39.6K -662 -13%
Stifel Financial
158
Stifel Financial
Missouri
$259K +$3.89K +65 +2%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$259K +$16K +267 +7%
AAS
160
Ameritas Advisory Services
Nebraska
$257K +$257K +4,289 New
PWM
161
Perigon Wealth Management
California
$257K
PPWM
162
PFG Private Wealth Management
Florida
$256K
TWM
163
Tradition Wealth Management
Minnesota
$253K
NA
164
NewEdge Advisors
Louisiana
$251K
GL
165
Graypoint LLC
New York
$249K -$123K -2,053 -33%
RJT
166
Raymond James Trust
Florida
$241K
SPC
167
Sigma Planning Corp
Michigan
$224K -$50.1K -837 -18%
Prudential Financial
168
Prudential Financial
New Jersey
$222K +$222K +3,712 New
CWM
169
Centurion Wealth Management
Virginia
$216K -$45.5K -760 -17%
CA
170
Cetera Advisors
Colorado
$215K +$215K +3,583 New
BFWA
171
Benchmark Financial Wealth Advisors
Florida
$211K +$211K +3,521 New
TWM
172
Tolleson Wealth Management
Texas
$210K +$210K +3,511 New
HF
173
HRT Financial
New York
$209K +$209K +3,494 New
SF
174
Safeguard Financial
Wisconsin
$207K +$207K +3,460 New
MG
175
Mather Group
Illinois
$206K +$206K +3,435 New