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iShares Exponential Technologies ETF
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Overview Fund Activity

239 hedge funds and large institutions have $2.57B invested in iShares Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-10
Holders Change %
-4.02%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.75B
2
HSA
HBK Sorce Advisory
Pennsylvania
$61.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.09M
4
Jane Street
Jane Street
New York
$7.67M
5
FTUS
Flow Traders U.S.
New York
$3.58M

Top Sellers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
$19.9M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$0
3
CF
Corrigan Financial
Rhode Island
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$21.9M
5
DWM
Destination Wealth Management
California
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.75B +$107M +1,820,253 +7%
HSA
2
HBK Sorce Advisory
Pennsylvania
$61.3M +$6.12M +103,627 +11%
Bank of America
3
Bank of America
North Carolina
$58.9M -$6.4M -108,438 -10%
BCI
4
Brinker Capital Investments
Pennsylvania
$57.9M -$1.27M -21,539 -2%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$41.2M -$2.85M -48,200 -6%
Wells Fargo
6
Wells Fargo
California
$35.2M -$1.9M -32,230 -5%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$26.9M -$2.63M -44,582 -9%
UBS Group
8
UBS Group
Switzerland
$24.7M -$5.7M -96,562 -19%
Morgan Stanley
9
Morgan Stanley
New York
$24.1M -$2.23M -37,821 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$23.2M -$1.1M -18,561 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$21.9M -$17M -288,204 -44%
NW
12
NewEdge Wealth
Pennsylvania
$20.2M +$427K +7,235 +2%
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$19.9M -$81.7M -1,384,195 -80%
CWP
14
Concord Wealth Partners
Virginia
$18.7M +$451K +7,636 +2%
DWM
15
Destination Wealth Management
California
$18.5M -$13.9M -235,327 -43%
Osaic Holdings
16
Osaic Holdings
Arizona
$13.3M -$4.1M -31,217 -24%
SFP
17
Sweet Financial Partners
Minnesota
$13.2M -$5.51M -93,388 -29%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$12.9M +$565K +9,576 +5%
CAMV
19
Concord Asset Management (Virginia)
Virginia
$12.6M +$660K +11,187 +6%
LPL Financial
20
LPL Financial
California
$12.4M -$380K -6,431 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11.9M -$402K -6,802 -3%
Ameriprise
22
Ameriprise
Minnesota
$11.8M +$799K +13,538 +7%
KAS
23
Kestra Advisory Services
Texas
$11.4M +$1.19M +20,204 +12%
CGA
24
Crescent Grove Advisors
Illinois
$10.5M -$15.6K -264 -0.1%
VCS
25
Vaughan & Co Securities
New Jersey
$10.1M +$1.55M +26,269 +18%
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