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iShares Exponential Technologies ETF
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Overview Fund Activity

247 hedge funds and large institutions have $2.58B invested in iShares Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$23.8M
2
Ameriprise
2
Ameriprise
Minnesota
$25.4M
3
BFG
3
Berger Financial Group
Minnesota
$6.98M
4
LPL Financial
4
LPL Financial
California
$45.4M
5
FFM
5
Forum Financial Management
Illinois
$3.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.16M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.98B
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$14.8M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$8.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.98B 33,198,470 -251,818 -0.8%
LPL Financial
2
LPL Financial
California
$45.4M 761,878 +74,894 +11%
Bank of America
3
Bank of America
North Carolina
$42.4M 710,462 -21,079 -3%
Ameriprise
4
Ameriprise
Minnesota
$25.4M 426,084 +182,318 +75%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.8M 416,570 -4,549 -1%
UBS Group
6
UBS Group
Switzerland
$23.8M 398,530 +272,364 +216%
AFA
7
Alpha Financial Advisors
North Carolina
$21.7M 364,351 +8,781 +2%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$20M 334,829 -5,000 -1%
Morgan Stanley
9
Morgan Stanley
New York
$19M 318,241 -256,005 -45%
Wells Fargo
10
Wells Fargo
California
$15M 251,274 -39,752 -14%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$14.8M 249,020 -120,000 -33%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$12.8M 213,958 -13,414 -6%
Mariner
13
Mariner
Kansas
$12.4M 207,884 -15,374 -7%
SFP
14
Sweet Financial Partners
Minnesota
$11.4M 191,302 -3,777 -2%
DAS
15
Dynamic Advisor Solutions
Arizona
$10.4M 173,683 +11,386 +7%
AC
16
AlphaCore Capital
California
$9.46M 158,727 +12,437 +9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.34M 156,707 -6,952 -4%
SIM
18
Stratos Investment Management
Ohio
$9.16M 153,577 -1,289 -0.8%
SWA
19
Stratos Wealth Advisors
Ohio
$8.76M 146,978 +6,081 +4%
BCI
20
Brinker Capital Investments
Pennsylvania
$8.22M 137,860 -71,836 -34%
OPS
21
Orion Portfolio Solutions
Nebraska
$8.22M 137,860 -71,836 -34%
SWM
22
Segment Wealth Management
Texas
$7.73M 129,632 -71 -0.1%
Betterment LLC
23
Betterment LLC
New York
$7.45M 124,917 -3,845 -3%
CIAS
24
CFS Investment Advisory Services
New Jersey
$7.38M 123,712 -4,926 -4%
ACS
25
Archford Capital Strategies
Illinois
$7.01M 117,613 -21,209 -15%
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