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iShares Exponential Technologies ETF

234 hedge funds and large institutions have $2.63B invested in iShares Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
15
Increased
55
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
151
Pure Financial Advisors
California
$264K +$264K +4,339 New
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$262K -$1.67M -27,420 -86%
PPWM
153
PFG Private Wealth Management
Florida
$260K
SWM
154
Selective Wealth Management
Virginia
$259K
MG
155
Mather Group
Illinois
$259K -$274K -4,508 -51%
TWM
156
Tradition Wealth Management
Minnesota
$256K -$1.22K -20 -0.5%
KWA
157
Kingswood Wealth Advisors
California
$252K -$180K -2,953 -42%
SPC
158
Sigma Planning Corp
Michigan
$246K
CG
159
CFO4Life Group
Texas
$240K
PWM
160
Perigon Wealth Management
California
$238K
EH
161
Equitable Holdings
New York
$231K +$231K +3,792 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$230K -$2.98K -49 -1%
AssetMark Inc
163
AssetMark Inc
California
$225K +$57K +936 +34%
CWM
164
Centurion Wealth Management
Virginia
$220K +$220K +3,609 New
BFG
165
Bouchey Financial Group
New York
$218K
RFP
166
Root Financial Partners
California
$218K +$218K +3,585 New
BFWA
167
Benchmark Financial Wealth Advisors
Florida
$215K
TWM
168
Tolleson Wealth Management
Texas
$214K
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$214K
CAG
170
Crestwood Advisors Group
Massachusetts
$212K +$212K +3,480 New
SF
171
Safeguard Financial
Wisconsin
$211K
CWM
172
Cedar Wealth Management
California
$210K -$869K -14,279 -81%
GRP
173
Global Retirement Partners
California
$141K +$71.3K +1,171 +102%
HFM
174
Hartford Financial Management
Connecticut
$134K
AF
175
Advisornet Financial
Minnesota
$131K