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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 %
Fisher Asset Management
176
Fisher Asset Management
Washington
$205K -$46.5K -777 -18%
IGWM
177
ICA Group Wealth Management
Colorado
$191K +$191K +3,186 New
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$188K -$129K -2,151 -41%
AssetMark Inc
179
AssetMark Inc
California
$152K -$2.57K -43 -2%
BFEC
180
Benjamin F. Edwards & Company
Missouri
$136K +$240 +4 +0.2%
HFM
181
Hartford Financial Management
Connecticut
$132K
AF
182
Advisornet Financial
Minnesota
$129K -$81.7K -1,365 -39%
JWA
183
JFS Wealth Advisors
Pennsylvania
$119K
CF
184
Centaurus Financial
California
$112K -$73.9K -1,239 -40%
MWM
185
Mascoma Wealth Management
New Hampshire
$111K -$22.9K -383 -17%
CFB
186
Cullen/Frost Bankers
Texas
$106K -$106K -1,775 -50%
FFA
187
Founders Financial Alliance
North Carolina
$105K
IA
188
IFP Advisors
Florida
$100K -$19.4K -324 -16%
GRP
189
Global Retirement Partners
California
$88.8K
CAL
190
Capital Analysts LLC
Pennsylvania
$80K
BTI
191
Blue Trust Inc
Georgia
$65K +$65K +1,252 New
NP
192
NorthRock Partners
Minnesota
$63.6K +$63.6K +1,062 New
AWM
193
Abound Wealth Management
Tennessee
$63.2K +$10.5K +176 +20%
AF
194
Allworth Financial
California
$61.6K
GT
195
Glenmede Trust
Pennsylvania
$59.9K
SPIA
196
Steward Partners Investment Advisory
New York
$58.2K
NFA
197
Northwest Financial Advisors
Virginia
$56.4K +$56.4K +942 New
T
198
Tidemark
California
$54.8K +$54.8K +915 New
CTWM
199
Cherry Tree Wealth Management
Minnesota
$42.7K -$6.23K -104 -13%
CIAS
200
Capital Investment Advisory Services
North Carolina
$41K -$11.7K -196 -22%