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iShares Exponential Technologies ETF
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Overview Fund Activity

212 hedge funds and large institutions have $2.26B invested in iShares Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.39%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.77B
2
Jane Street
Jane Street
New York
$26.6M
3
DAS
Dynamic Advisor Solutions
Arizona
$6.25M
4
Mariner
Mariner
Kansas
$9.51M
5
ACS
Archford Capital Strategies
Illinois
$7.29M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$0
2
DWM
Destination Wealth Management
California
$3.06M
3
Morgan Stanley
Morgan Stanley
New York
$11.5M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$30.8M
5
DA
Detalus Advisors
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
201
Phillips Financial Management
Indiana
$5.85K – – –
WIM
202
Westside Investment Management
California
$5.44K – – –
S
203
SignatureFD
Georgia
$5.27K – – –
GA
204
GoalVest Advisory
New York
$3.32K +$3.32K +63 New
WP
205
WealthPLAN Partners
Nebraska
$2.85K +$2.85K +54 New
BWM
206
Baystate Wealth Management
Massachusetts
$2.67K – – –
LWANC
207
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.58K – – –
ASN
208
Advisory Services Network
Georgia
$2.11K – – –
Citigroup
209
Citigroup
New York
$1.37K +$1.32K +25 +2,500%
CWC
210
Carolinas Wealth Consulting
North Carolina
$1.17K – – –
HFS
211
Hantz Financial Services
Michigan
$1K -$45 -1 -4%
FHA
212
First Horizon Advisors
Tennessee
$685 – – –
BCI
213
Brinker Capital Investments
Pennsylvania
– -$42.5M -898,449 Closed
DA
214
Detalus Advisors
Missouri
– -$3.07M -64,883 Closed
OPS
215
Orion Portfolio Solutions
Nebraska
– -$2.09M -44,074 Closed
HHRDM
216
H&H Retirement Design & Management
Nevada
– -$310K -6,052 Closed
AR
217
Apeiron RIA
Texas
– -$270K -5,711 Closed
BAM
218
Beaumont Asset Management
Texas
– -$258K -5,449 Closed
CS
219
Credit Suisse
Switzerland
– -$80.5K -1,700 Closed
FCFS
220
First Command Financial Services
Texas
– -$29K -607 Closed
FCB
221
First Command Bank
Texas
– -$29K -607 Closed
RIA
222
Realta Investment Advisors
Delaware
– -$17.8K -377 Closed
MCC
223
Money Concepts Capital
Florida
– -$16.3K -345 Closed
EE
224
EWG Elevate
California
– -$12.5K -263 Closed
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
– -$9.47K -200 Closed
6 7 8
9
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