XT icon

iShares Exponential Technologies ETF
XT

Overview Fund Activity

220 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
77
Reduced
66
Closed
17
Calls
$1.8M
Puts
–
Net Calls
+$1.8M
Net Calls Change
+$1.8M

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$95.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$95.6M
3
GG
3
Greenwood Gearhart
Arkansas
$9.54M
4
OMC
4
Old Mission Capital
Illinois
$5.01M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.86B
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$27.5M
4
RJA
4
Raymond James & Associates
Florida
$3.35M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.86B 33,495,829 -147,781 -0.4%
OPS
2
Orion Portfolio Solutions
Nebraska
$95.6M 1,719,271 +1,719,271 New
BCI
3
Brinker Capital Investments
Pennsylvania
$95.6M 1,719,271 +1,719,271 New
Bank of America
4
Bank of America
North Carolina
$40.8M 733,246 +13,076 +2%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$27.5M 494,020 -90,380 -15%
LPL Financial
6
LPL Financial
California
$26.7M 481,085 -16,869 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.2M 399,176 +4,540 +1%
Wells Fargo
8
Wells Fargo
California
$20M 360,604 -24,105 -6%
AFA
9
Alpha Financial Advisors
North Carolina
$18.9M 339,282 +15,768 +5%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$18.3M 329,158 -170 -0.1%
Jane Street
11
Jane Street
New York
$17.5M 314,704 -189,505 -38%
Mariner
12
Mariner
Kansas
$14.6M 263,220 +82,734 +46%
Ameriprise
13
Ameriprise
Minnesota
$13.3M 238,726 -4,345 -2%
SFP
14
Sweet Financial Partners
Minnesota
$11M 197,776 -1,537 -0.8%
Morgan Stanley
15
Morgan Stanley
New York
$10.7M 192,629 -25,414 -12%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$10.6M 191,214 -58,884 -24%
GG
17
Greenwood Gearhart
Arkansas
$9.54M 171,550 +171,550 New
CWP
18
Concord Wealth Partners
Virginia
$9M 161,850 -51,948 -24%
CIAS
19
CFS Investment Advisory Services
New Jersey
$8.67M 155,877 -4,285 -3%
ACS
20
Archford Capital Strategies
Illinois
$8.28M 145,399 +3,002 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$7.98M 143,512 +88,674 +162%
SWM
22
Segment Wealth Management
Texas
$7.47M 134,268 +20,488 +18%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.3M 131,379 +1,294 +1%
CAMV
24
Concord Asset Management (Virginia)
Virginia
$7.29M 131,051 -52,152 -28%
SIM
25
Stratos Investment Management
Ohio
$7.09M 127,606 +2,107 +2%
1
2 3 4 5