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iShares Exponential Technologies ETF
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Overview Fund Activity

245 hedge funds and large institutions have $2.62B invested in iShares Exponential Technologies ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 15 closing their positions.

Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
39
Increased
56
Reduced
97
Closed
15
Calls
$156K
Puts
$66K
Net Calls
+$90K
Net Calls Change
-$1.72M

Top Buyers

1
Jane Street
1
Jane Street
New York
$22.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.4M
3
Betterment LLC
3
Betterment LLC
New York
$7.71M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.93M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.35M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$12.2M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$12.2M
3
GG
3
Greenwood Gearhart
Arkansas
$0
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$22.1M
5
Wells Fargo
5
Wells Fargo
California
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2B 33,450,288 +10,637 +0%
Bank of America
2
Bank of America
North Carolina
$43.8M 731,541 -40,888 -5%
LPL Financial
3
LPL Financial
California
$41.1M 686,984 +9,896 +1%
Morgan Stanley
4
Morgan Stanley
New York
$34.4M 574,246 +374,636 +188%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.2M 421,119 +19,349 +5%
Jane Street
6
Jane Street
New York
$22.8M 380,197 +380,197 New
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$22.1M 369,020 -64,500 -15%
AFA
8
Alpha Financial Advisors
North Carolina
$21.3M 355,570 +12,611 +4%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$20.3M 339,829 +199 +0.1%
Wells Fargo
10
Wells Fargo
California
$17.4M 291,026 -52,399 -15%
Ameriprise
11
Ameriprise
Minnesota
$14.6M 243,766 -9,376 -4%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$13.6M 227,372 -25,555 -10%
Mariner
13
Mariner
Kansas
$13.4M 223,258 -29,945 -12%
OPS
14
Orion Portfolio Solutions
Nebraska
$12.2M 209,696 -651,601 -76%
BCI
15
Brinker Capital Investments
Pennsylvania
$12.2M 209,696 -651,601 -76%
SFP
16
Sweet Financial Partners
Minnesota
$11.7M 195,079 -1,000 -0.5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.8M 163,659 +23,967 +17%
DAS
18
Dynamic Advisor Solutions
Arizona
$9.28M 162,297 +9,789 +6%
SIM
19
Stratos Investment Management
Ohio
$9.27M 154,866 +1,572 +1%
AC
20
AlphaCore Capital
California
$8.76M 146,290 +12,980 +10%
SWA
21
Stratos Wealth Advisors
Ohio
$8.44M 140,897 +20,909 +17%
ACS
22
Archford Capital Strategies
Illinois
$8.31M 138,822 -3,789 -3%
SWM
23
Segment Wealth Management
Texas
$7.77M 129,703 -1,550 -1%
Betterment LLC
24
Betterment LLC
New York
$7.71M 128,762 +128,762 New
CIAS
25
CFS Investment Advisory Services
New Jersey
$7.7M 128,638 -3,493 -3%
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