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iShares Exponential Technologies ETF

249 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
35
Increased
76
Reduced
80
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
176
Dakota Wealth Management
Florida
$213K +$213K +3,570 New
BFWA
177
Benchmark Financial Wealth Advisors
Florida
$211K +$776 +13 +0.4%
TWM
178
Tolleson Wealth Management
Texas
$209K
SF
179
Safeguard Financial
Wisconsin
$206K
CWM
180
Cedar Wealth Management
California
$206K
EFG
181
Embree Financial Group
Illinois
$205K +$205K +3,439 New
CBT
182
Crews Bank & Trust
Florida
$202K +$202K +3,383 New
IA
183
IFG Advisory
Georgia
$201K +$201K +3,375 New
AssetMark Inc
184
AssetMark Inc
California
$184K -$36.2K -606 -16%
WOC
185
West Oak Capital
California
$179K
FLP
186
Financial Life Planners
Arizona
$164K +$164K +2,746 New
GRP
187
Global Retirement Partners
California
$138K
HFM
188
Hartford Financial Management
Connecticut
$131K
JWA
189
JFS Wealth Advisors
Pennsylvania
$119K
AF
190
Allworth Financial
California
$117K +$45.1K +724 +63%
TCM
191
TD Capital Management
Tennessee
$114K -$3.94K -66 -3%
MWM
192
Mascoma Wealth Management
New Hampshire
$97.7K
CAL
193
Capital Analysts LLC
Pennsylvania
$80K
HR
194
Howe & Rusling
New York
$64.2K +$64.2K +1,076 New
CA
195
CoreCap Advisors
Michigan
$60.2K +$17.7K +297 +42%
SWM
196
Spire Wealth Management
Virginia
$58.4K -$25.1K -421 -30%
FNWA
197
Financial Network Wealth Advisors
Utah
$52.6K
CPA
198
Compass Planning Associates
Massachusetts
$49.3K +$49.3K +826 New
SPIA
199
Steward Partners Investment Advisory
New York
$47K -$4.24K -71 -8%
GT
200
Glenmede Trust
Pennsylvania
$46.4K