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iShares Exponential Technologies ETF
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Overview Fund Activity

249 hedge funds and large institutions have $3.01B invested in iShares Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+24
Holders Change %
+10.67%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
44
Increased
110
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.83B
2
NW
2
NewEdge Wealth
Pennsylvania
$22.1M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$66.3M
4
FA
4
FDx Advisors
Illinois
$7.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.54M
2
SW
2
SVB Wealth
Massachusetts
$3.42M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$1.52M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$49.3M
5
Wells Fargo
5
Wells Fargo
California
$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
176
Foundations Investment Advisors
Arizona
$222K -$2.76K -43 -1%
CF
177
Centaurus Financial
California
$220K +$3.77K +57 +2%
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$214K -$1.12K -17 -0.5%
JFGLC
179
Johnson Financial Group LLC (Colorado)
Colorado
$214K – – –
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$211K -$4.5K -68 -2%
Stifel Financial
181
Stifel Financial
Missouri
$207K +$207K +3,132 New
RIA
182
Regal Investment Advisors
Michigan
$204K +$204K +3,080 New
EIP
183
Ellis Investment Partners
Pennsylvania
$191K +$132 +2 +0.1%
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$179K – – –
MWM
185
Mascoma Wealth Management
New Hampshire
$157K -$1.32K -20 -0.8%
JWA
186
JFS Wealth Advisors
Pennsylvania
$131K – – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$121K +$121K +1,826 New
Simplex Trading
188
Simplex Trading
Illinois
$115K -$335K -5,081 -74%
APA
189
American Portfolios Advisors
New York
$110K -$23.8K -360 -18%
MA
190
MUFG Americas
New York
$105K +$105K +1,595 New
SPIA
191
Steward Partners Investment Advisory
New York
$90K +$11.9K +180 +15%
FPS
192
Fieldpoint Private Securities
Connecticut
$85K – – –
CFGS
193
Concourse Financial Group Securities
Alabama
$81K – – –
EW
194
Element Wealth
Mississippi
$77K – – –
HFM
195
Hartford Financial Management
Connecticut
$77K – – –
TWM
196
Tradition Wealth Management
Minnesota
$74K +$66 +1 +0.1%
COCM
197
Charter Oak Capital Management
New Hampshire
$70K – – –
SSB
198
Sandy Spring Bank
Maryland
$70K +$12.3K +185 +21%
PP
199
Pacifica Partners
Canada
$69K – – –
GT
200
Glenmede Trust
Pennsylvania
$66K – – –
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8
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