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iShares Exponential Technologies ETF
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Overview Fund Activity

220 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
77
Reduced
66
Closed
17
Calls
$1.8M
Puts
–
Net Calls
+$1.8M
Net Calls Change
+$1.8M

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$95.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$95.6M
3
GG
3
Greenwood Gearhart
Arkansas
$9.54M
4
OMC
4
Old Mission Capital
Illinois
$5.01M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.86B
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$27.5M
4
RJA
4
Raymond James & Associates
Florida
$3.35M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
201
Stephens Consulting
Michigan
$14.4K – – –
MFC
202
Morris Financial Concepts
South Carolina
$14.2K – – –
CT
203
Cambridge Trust
Massachusetts
$12.7K – – –
EWP
204
Elevation Wealth Partners
California
$11.7K – – –
SS
205
Sunbelt Securities
Texas
$11.1K – – –
TSWM
206
Tyler-Stone Wealth Management
Ohio
$8K +$8K +140 New
HB
207
Horizon Bancorp
Indiana
$7K +$7K +120 New
RDFA
208
Ritter Daniher Financial Advisory
Ohio
$6.95K – – –
PFM
209
Phillips Financial Management
Indiana
$6.17K – – –
S
210
SignatureFD
Georgia
$5.56K – – –
HT
211
Headlands Technologies
Illinois
$4.84K +$4.84K +87 New
WP
212
WealthPLAN Partners
Nebraska
$3K – – –
FA
213
Fiduciary Alliance
South Carolina
$2.89K +$2.89K +52 New
BWM
214
Baystate Wealth Management
Massachusetts
$2.82K – – –
RIA
215
Realta Investment Advisors
Delaware
$2.78K +$2.78K +50 New
LWANC
216
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.73K – – –
HFS
217
Hantz Financial Services
Michigan
$1K – – –
FHA
218
First Horizon Advisors
Tennessee
$722 – – –
CWC
219
Carolinas Wealth Consulting
North Carolina
$621 -$621 -11 -50%
HWA
220
HHM Wealth Advisors
Tennessee
$445 +$445 +8 New
DF
221
Donoghue Forlines
Massachusetts
– -$3.12M -59,144 Closed
Citadel Advisors
222
Citadel Advisors
Florida
– -$1.49M -28,351 Closed
KA
223
Kovack Advisors
Florida
– -$674K -12,788 Closed
FTUS
224
Flow Traders U.S.
New York
– -$293K -5,560 Closed
Deutsche Bank
225
Deutsche Bank
Germany
– -$280K -5,310 Closed
6 7 8
9
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