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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 %
US Bancorp
201
US Bancorp
Minnesota
$22K – – –
CTC
202
Central Trust Company
Missouri
$21K – – –
PP
203
PrairieView Partners
Minnesota
$20K – – –
Franklin Resources
204
Franklin Resources
California
$19K – – –
KFS
205
Kelly Financial Services
Massachusetts
$17.9K -$1.12M -17,804 -98%
DOA
206
D'Orazio & Associates
Virginia
$15K +$15K +243 New
AF
207
Allworth Financial
California
$10K – – –
LWM
208
Liberty Wealth Management
California
$10K – – –
PCG
209
Private Capital Group
Connecticut
$9K – – –
AL
210
ADE LLC
Maryland
$8K -$15K -230 -65%
RDFA
211
Ritter Daniher Financial Advisory
Ohio
$8K – – –
ADL
212
Asset Dedication LLC
California
$8K +$8K +135 New
S
213
SignatureFD
Georgia
$6K – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$4K +$4K +63 New
AWM
215
AllSquare Wealth Management
New York
$3K – – –
JPMorgan Chase & Co
216
JPMorgan Chase & Co
New York
$3K – – –
LWANC
217
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
PA
218
Parallel Advisors
California
$2K -$6K -75 -75%
GKWIM
219
Gerber Kawasaki Wealth & Investment Management
California
$2K +$2K +2 New
CWC
220
Carolinas Wealth Consulting
North Carolina
$2K +$2K +33 New
CFA
221
Carroll Financial Associates
North Carolina
$1K – – –
HFS
222
Hantz Financial Services
Michigan
$1K – – –
WIM
223
Westside Investment Management
California
$6 – – –
BS
224
Banco Santander
Spain
– -$3.79M -59,857 Closed
ARC
225
Advisor Resource Council
Texas
– -$1.15M -18,202 Closed
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