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iShares Exponential Technologies ETF
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Overview Fund Activity

225 hedge funds and large institutions have $2.74B invested in iShares Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$14.5M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$5.97M
3
Mariner
Mariner
Kansas
+$5.32M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$4.41M
5
SIM
Stratos Investment Management
Ohio
+$4.28M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$18.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.95M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.89M
4
BS
Banco Santander
Spain
-$3.79M
5
CWP
Concord Wealth Partners
Virginia
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$74K -$8.18K -131 -10%
HFM
177
Hartford Financial Management
Connecticut
$73K – – –
EW
178
Element Wealth
Mississippi
$73K +$50.2K +803 +220%
PP
179
Pacifica Partners
Canada
$72K – – –
TWM
180
Tradition Wealth Management
Minnesota
$70K – – –
COCM
181
Charter Oak Capital Management
New Hampshire
$67K – – –
GT
182
Glenmede Trust
Pennsylvania
$62K – – –
GWM
183
Geneos Wealth Management
Colorado
$58K +$9.4K +151 +19%
SSB
184
Sandy Spring Bank
Maryland
$54K -$14.7K -235 -21%
CIAS
185
Capital Investment Advisory Services
North Carolina
$53K – – –
VC
186
Vestor Capital
Illinois
$52K – – –
CCM
187
Covington Capital Management
California
$45K – – –
WOC
188
West Oak Capital
California
$41K – – –
NFSG
189
Newbridge Financial Services Group
Florida
$41K – – –
FCB
190
First Command Bank
Texas
$38K – – –
FCFS
191
First Command Financial Services
Texas
$38K – – –
BMD
192
Better Money Decisions
New Mexico
$38K – – –
IF
193
Ironwood Financial
Arizona
$36K +$36K +577 New
AF
194
Advisornet Financial
Minnesota
$34K -$636 -10 -2%
NFG
195
Next Financial Group
Texas
$31K +$18.6K +300 +150%
WQ
196
Wealth Quarterback
New Jersey
$26K -$11.6K -185 -31%
GGI
197
Godsey & Gibb Inc
Virginia
$26K – – –
TCWA
198
Ten Capital Wealth Advisors
Washington
$26K – – –
JFA
199
JNBA Financial Advisors
Minnesota
$25K – – –
KFI
200
Key Financial Inc
Pennsylvania
$23K – – –
6 7
8
9 10