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iShares Exponential Technologies ETF
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Overview Fund Activity

212 hedge funds and large institutions have $2.26B invested in iShares Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.39%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.77B
2
Jane Street
Jane Street
New York
$26.6M
3
DAS
Dynamic Advisor Solutions
Arizona
$6.25M
4
Mariner
Mariner
Kansas
$9.51M
5
ACS
Archford Capital Strategies
Illinois
$7.29M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$0
2
DWM
Destination Wealth Management
California
$3.06M
3
Morgan Stanley
Morgan Stanley
New York
$11.5M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$30.8M
5
DA
Detalus Advisors
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.77B +$25.2M +477,872 +1%
Bank of America
2
Bank of America
North Carolina
$38M -$83.6K -1,586 -0.2%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$30.8M -$3.9M -74,000 -11%
Jane Street
4
Jane Street
New York
$26.6M +$8.53M +161,945 +47%
LPL Financial
5
LPL Financial
California
$26.2M +$255K +4,834 +1%
Wells Fargo
6
Wells Fargo
California
$20.3M -$144K -2,726 -0.7%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$17.4M -$152K -2,884 -0.9%
AFA
8
Alpha Financial Advisors
North Carolina
$17M +$1.16M +22,041 +7%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$13.2M +$440K +8,342 +3%
Ameriprise
10
Ameriprise
Minnesota
$12.8M -$34.6K -657 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$11.5M -$4.6M -87,253 -29%
CWP
12
Concord Wealth Partners
Virginia
$11.3M -$896K -16,999 -7%
SFP
13
Sweet Financial Partners
Minnesota
$10.5M -$34.3K -650 -0.3%
CAMV
14
Concord Asset Management (Virginia)
Virginia
$9.65M +$1.09M +20,652 +13%
Mariner
15
Mariner
Kansas
$9.51M +$4.01M +76,122 +73%
CIAS
16
CFS Investment Advisory Services
New Jersey
$8.44M -$51.5K -978 -0.6%
ACS
17
Archford Capital Strategies
Illinois
$7.29M +$1.78M +34,833 +32%
RJA
18
Raymond James & Associates
Florida
$7.1M -$152K -2,884 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.86M +$231K +4,380 +3%
SIM
20
Stratos Investment Management
Ohio
$6.61M +$247K +4,685 +4%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$6.4M +$73.6K +1,396 +1%
AC
22
AlphaCore Capital
California
$6.37M -$568K -10,772 -8%
UBS Group
23
UBS Group
Switzerland
$6.33M -$1.47M -27,970 -19%
DAS
24
Dynamic Advisor Solutions
Arizona
$6.25M +$4.6M +87,296 +279%
ECM
25
Evergreen Capital Management
Washington
$6.23M +$817K +15,510 +15%
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