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iShares Exponential Technologies ETF

226 hedge funds and large institutions have $2.32B invested in iShares Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
Net Calls
+$1.81M
Net Calls Change
+$16K
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.75B 33,439,651 -56,178 -0.2%
OPS
2
Orion Portfolio Solutions
Nebraska
$45M 861,297 -857,974 -50%
BCI
3
Brinker Capital Investments
Pennsylvania
$45M 861,297 -857,974 -50%
Bank of America
4
Bank of America
North Carolina
$40.3M 772,429 +39,183 +5%
LPL Financial
5
LPL Financial
California
$35.4M 677,088 +196,003 +41%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$22.6M 433,520 -60,500 -12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21M 401,770 +2,594 +0.6%
Wells Fargo
8
Wells Fargo
California
$17.9M 343,425 -17,179 -5%
AFA
9
Alpha Financial Advisors
North Carolina
$17.9M 342,959 +3,677 +1%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$17.7M 339,630 +10,472 +3%
Mariner
11
Mariner
Kansas
$13.2M 253,203 -10,017 -4%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$13.2M 252,927 +61,713 +32%
Ameriprise
13
Ameriprise
Minnesota
$13.2M 253,142 +14,416 +6%
Morgan Stanley
14
Morgan Stanley
New York
$10.4M 199,610 +6,981 +4%
SFP
15
Sweet Financial Partners
Minnesota
$10.2M 196,079 -1,697 -0.9%
GG
16
Greenwood Gearhart
Arkansas
$9.01M 172,543 +993 +0.6%
SIM
17
Stratos Investment Management
Ohio
$8M 153,294 +25,688 +20%
DAS
18
Dynamic Advisor Solutions
Arizona
$7.96M 152,508 +28,146 +23%
CWP
19
Concord Wealth Partners
Virginia
$7.7M 147,563 -14,287 -9%
ACS
20
Archford Capital Strategies
Illinois
$7.45M 142,611 -2,788 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$7.29M 139,692 -3,820 -3%
AC
22
AlphaCore Capital
California
$6.96M 133,310 +8,689 +7%
CIAS
23
CFS Investment Advisory Services
New Jersey
$6.9M 132,131 -23,746 -15%
SWM
24
Segment Wealth Management
Texas
$6.85M 131,253 -3,015 -2%
CAMV
25
Concord Asset Management (Virginia)
Virginia
$6.38M 122,151 -8,900 -7%