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iShares Exponential Technologies ETF
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Overview Fund Activity

210 hedge funds and large institutions have $2.73B invested in iShares Exponential Technologies ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
18
Increased
102
Reduced
46
Closed
14
Calls
$1.11M
Puts
$286K
Net Calls
+$824K
Net Calls Change
+$824K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.71B
2
DWM
Destination Wealth Management
California
$32.7M
3
HSA
HBK Sorce Advisory
Pennsylvania
$53.9M
4
Bank of America
Bank of America
North Carolina
$66.1M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$102M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
$558K
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$55.2M
3
Ameriprise
Ameriprise
Minnesota
$12.7M
4
Morgan Stanley
Morgan Stanley
New York
$18.6M
5
SFS
Sowell Financial Services
Arkansas
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.71B +$53.7M +848,810 +3%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$102M +$7.35M +116,273 +8%
BCI
3
Brinker Capital Investments
Pennsylvania
$74.3M -$2.03M -32,029 -3%
Bank of America
4
Bank of America
North Carolina
$66.1M +$7.53M +119,004 +13%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$55.2M -$10M -158,600 -15%
HSA
6
HBK Sorce Advisory
Pennsylvania
$53.9M +$8.3M +131,164 +18%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$46.1M +$1.37M +21,638 +3%
Wells Fargo
8
Wells Fargo
California
$42.2M -$70.1K -1,108 -0.2%
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$35.6M +$6.76M +106,911 +23%
DWM
10
Destination Wealth Management
California
$32.7M +$32.2M +508,724 +6,343%
UBS Group
11
UBS Group
Switzerland
$30.9M +$1.19M +18,825 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$30.7M -$1.68M -26,502 -5%
NEPWA
13
New England Private Wealth Advisors
Massachusetts
$28.9M +$4.18M +66,020 +17%
SW
14
SVB Wealth
Massachusetts
$23.3M +$1.66M +26,176 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$22.8M +$444K +7,027 +2%
Morgan Stanley
16
Morgan Stanley
New York
$18.6M -$2.74M -43,393 -13%
CWP
17
Concord Wealth Partners
Virginia
$18.3M +$4.08M +64,574 +29%
CF
18
Corrigan Financial
Rhode Island
$16.9M +$1.07M +16,838 +7%
Ameriprise
19
Ameriprise
Minnesota
$12.7M -$7.28M -115,094 -36%
BCM
20
Brookstone Capital Management
Illinois
$12.7M +$3.59M +56,591 +40%
BPB
21
Badgley, Phelps & Bell
Washington
$12.4M +$287K +4,540 +2%
HHRDM
22
H&H Retirement Design & Management
Nevada
$10.9M -$373K -5,888 -3%
LPL Financial
23
LPL Financial
California
$10.7M +$143K +2,262 +1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$10.6M +$489K +7,735 +5%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$10.2M +$2.39M +37,727 +30%
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