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iShares Exponential Technologies ETF
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Overview Fund Activity

249 hedge funds and large institutions have $3.01B invested in iShares Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
249
Holders Change
+24
Holders Change %
+10.67%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
44
Increased
110
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.83B
2
NW
2
NewEdge Wealth
Pennsylvania
$22.1M
3
SFP
3
Sweet Financial Partners
Minnesota
$21M
4
CAMV
4
Concord Asset Management (Virginia)
Virginia
$13.4M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$66.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.54M
2
SW
2
SVB Wealth
Massachusetts
$3.42M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$1.52M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$49.3M
5
Wells Fargo
5
Wells Fargo
California
$41.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.83B 27,773,320 +625,875 +2%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$114M 1,721,611 +21,529 +1%
Bank of America
3
Bank of America
North Carolina
$73.1M 1,105,724 +21,497 +2%
BCI
4
Brinker Capital Investments
Pennsylvania
$66.3M 1,002,656 +119,301 +14%
HSA
5
HBK Sorce Advisory
Pennsylvania
$61.7M 933,915 +41,499 +5%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$49.3M 746,100 -65,000 -8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$43.6M 659,785 +10,616 +2%
Wells Fargo
8
Wells Fargo
California
$41.5M 628,726 -54,033 -8%
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$39.3M 594,496 +43,117 +8%
DWM
10
Destination Wealth Management
California
$36.2M 548,019 +9,279 +2%
UBS Group
11
UBS Group
Switzerland
$34M 514,399 +31,594 +7%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$33M 499,392 +9,145 +2%
Morgan Stanley
13
Morgan Stanley
New York
$29.4M 445,509 +107,993 +32%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$27.2M 411,059 +47,211 +13%
NW
15
NewEdge Wealth
Pennsylvania
$22.1M 334,128 +334,128 New
SFP
16
Sweet Financial Partners
Minnesota
$21M 317,163 +317,163 New
CWP
17
Concord Wealth Partners
Virginia
$20.5M 309,841 +61,121 +25%
CF
18
Corrigan Financial
Rhode Island
$18.2M 275,625 +5,158 +2%
BCM
19
Brookstone Capital Management
Illinois
$18.1M 288,141 +32,610 +13%
BPWM
20
Badgley Phelps Wealth Managers
Washington
$14.4M 217,542 +13,387 +7%
LPL Financial
21
LPL Financial
California
$14.3M 216,783 +19,069 +10%
CIAS
22
CFS Investment Advisory Services
New Jersey
$14.1M 237,981 +7,306 +3%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$13.8M 208,771 +26,825 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.7M 207,916 +21,485 +12%
CAMV
25
Concord Asset Management (Virginia)
Virginia
$13.4M 203,045 +203,045 New
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