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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
$107M
3
Mariner
Mariner
Kansas
$5.32M
4
Financial Engines Advisors
Financial Engines Advisors
California
$1.7B
5
SIM
Stratos Investment Management
Ohio
$4.28M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$55.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$40.7M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$50.9M
4
BS
Banco Santander
Spain
$0
5
CWP
Concord Wealth Partners
Virginia
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.7B +$4.41M +70,274 +0.3%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$107M +$5.97M +95,125 +6%
Bank of America
3
Bank of America
North Carolina
$68M +$2.47M +39,400 +4%
HSA
4
HBK Sorce Advisory
Pennsylvania
$56M +$2.53M +40,327 +5%
BCI
5
Brinker Capital Investments
Pennsylvania
$55.4M -$18.3M -290,936 -25%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$50.9M -$3.89M -62,000 -7%
Wells Fargo
7
Wells Fargo
California
$42.8M +$964K +15,361 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$40.7M -$4.95M -78,893 -11%
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$34.6M -$731K -11,657 -2%
DWM
10
Destination Wealth Management
California
$33.8M +$1.38M +21,996 +4%
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$30.8M +$2.06M +32,779 +7%
UBS Group
12
UBS Group
Switzerland
$30.3M -$378K -6,028 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$30.1M -$370K -5,901 -1%
SW
14
SVB Wealth
Massachusetts
$24M +$878K +13,987 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$22.8M +$164K +2,617 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$21.2M +$2.7M +43,108 +15%
CF
17
Corrigan Financial
Rhode Island
$17M +$179K +2,850 +1%
BCM
18
Brookstone Capital Management
Illinois
$16M +$3.51M +56,158 +28%
CWP
19
Concord Wealth Partners
Virginia
$15.6M -$2.55M -40,644 -14%
CIAS
20
CFS Investment Advisory Services
New Jersey
$14.5M +$14.5M +230,675 New
BPWM
21
Badgley Phelps Wealth Managers
Washington
$12.8M +$12.8M +204,155 New
LPL Financial
22
LPL Financial
California
$12.4M +$1.75M +27,827 +16%
Ameriprise
23
Ameriprise
Minnesota
$12M -$607K -9,667 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11.7M +$1.81M +28,838 +18%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$11.4M +$1.26M +20,100 +12%
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