XT icon

iShares Exponential Technologies ETF

247 hedge funds and large institutions have $2.58B invested in iShares Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
Accurate Wealth Management
Florida
$310K -$1.09K -20 -0.3%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$310K -$244K -4,092 -44%
VCM
153
Vivaldi Capital Management
Illinois
$306K +$306K +5,278 New
SWM
154
Spire Wealth Management
Virginia
$299K
Baird Financial Group
155
Baird Financial Group
Wisconsin
$286K +$28.7K +482 +11%
LCM
156
Lunt Capital Management
Utah
$286K -$57.7K -968 -17%
CFG
157
Citizens Financial Group
Rhode Island
$284K
EL
158
EQ LLC
Washington
$284K +$284K +4,756 New
CFO
159
Collective Family Office
Pennsylvania
$281K
NA
160
NewEdge Advisors
Louisiana
$278K +$27.9K +468 +11%
KWA
161
Kingswood Wealth Advisors
California
$268K -$283K -4,750 -51%
Stifel Financial
162
Stifel Financial
Missouri
$265K +$7.33K +123 +3%
AFG
163
Atomi Financial Group
New York
$264K +$1.07K +18 +0.4%
AFA
164
American Financial Advisors
Georgia
$261K
PPWM
165
PFG Private Wealth Management
Florida
$255K
AWS
166
Atria Wealth Solutions
New York
$253K -$16.6K -279 -6%
TWM
167
Tradition Wealth Management
Minnesota
$252K
SWM
168
Selective Wealth Management
Virginia
$249K +$249K +4,268 New
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$244K -$116K -1,939 -32%
PWM
170
Perigon Wealth Management
California
$244K -$11.4K -192 -4%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$243K +$232K +3,884 +1,942%
SPC
172
Sigma Planning Corp
Michigan
$241K +$17.8K +299 +8%
RJT
173
Raymond James Trust
Florida
$239K -$894 -15 -0.4%
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
$238K +$238K +4,000 New
CG
175
CFO4Life Group
Texas
$235K +$235K +3,935 New