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iShares Exponential Technologies ETF
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Overview Fund Activity

209 hedge funds and large institutions have $2.43B invested in iShares Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
$42.7M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$61.1M
3
CF
Corrigan Financial
Rhode Island
$14.9M
4
CWP
Concord Wealth Partners
Virginia
$13.3M
5
UBS Group
UBS Group
Switzerland
$27.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.55B
2
BCI
Brinker Capital Investments
Pennsylvania
$71.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$41.8M
4
FI
FormulaFolio Investments
Michigan
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.55B -$61.7M -1,042,355 -4%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$88.2M -$1.03M -17,357 -1%
BCI
3
Brinker Capital Investments
Pennsylvania
$71.4M -$27.7M -468,070 -28%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$61.1M +$37M +624,400 +153%
Bank of America
5
Bank of America
North Carolina
$54.8M +$7.68M +129,612 +16%
HSA
6
HBK Sorce Advisory
Pennsylvania
$42.7M +$40.3M +680,480 +1,682%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$41.8M -$18M -304,785 -30%
Wells Fargo
8
Wells Fargo
California
$39.6M +$6.73M +113,709 +20%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$30.3M -$340K -5,744 -1%
UBS Group
10
UBS Group
Switzerland
$27.8M +$9.33M +157,508 +50%
Bank Julius Baer & Co
11
Bank Julius Baer & Co
Switzerland
$27M +$740K +12,502 +3%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$23.2M +$3.43M +57,875 +17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$21M -$262K -4,429 -1%
SW
14
SVB Wealth
Massachusetts
$20.3M +$1.38M +23,257 +7%
Morgan Stanley
15
Morgan Stanley
New York
$20M +$237K +3,998 +1%
Ameriprise
16
Ameriprise
Minnesota
$18.7M -$759K -12,805 -4%
CF
17
Corrigan Financial
Rhode Island
$14.9M +$14.9M +250,779 New
CWP
18
Concord Wealth Partners
Virginia
$13.3M +$13.2M +222,222 +8,654%
BPB
19
Badgley, Phelps & Bell
Washington
$11.3M +$841K +14,208 +8%
HHRDM
20
H&H Retirement Design & Management
Nevada
$10.9M +$10.9M +177,657 New
TFA
21
Tobias Financial Advisors
Florida
$10.6M -$828K -13,986 -7%
CGA
22
Crescent Grove Advisors
Illinois
$9.97M +$871K +14,708 +10%
LPL Financial
23
LPL Financial
California
$9.93M +$1.81M +30,520 +22%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$9.47M -$3.27M -55,263 -26%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.88M -$2.06M -34,793 -19%
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