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iShares Exponential Technologies ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.54B invested in iShares Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.99B
2
SWIG
2
Strategic Wealth Investment Group
Kentucky
$2.19M
3
CCA
3
Clearwater Capital Advisors
Illinois
$5.85M
4
RJA
4
Raymond James & Associates
Florida
$5.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.45M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.81M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.1M
3
UBS Group
3
UBS Group
Switzerland
$19.7M
4
BFG
4
Berger Financial Group
Minnesota
$3.19M
5
FFM
5
Forum Financial Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.99B 33,806,370 +607,900 +2%
LPL Financial
2
LPL Financial
California
$44.1M 749,571 -12,307 -2%
Bank of America
3
Bank of America
North Carolina
$41.7M 709,184 -1,278 -0.2%
Ameriprise
4
Ameriprise
Minnesota
$26M 442,010 +15,926 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.6M 417,349 +779 +0.2%
AFA
6
Alpha Financial Advisors
North Carolina
$21.6M 367,194 +2,843 +0.8%
UBS Group
7
UBS Group
Switzerland
$19.7M 334,044 -64,486 -16%
Morgan Stanley
8
Morgan Stanley
New York
$19.6M 333,279 +15,038 +5%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$16.8M 285,365 -49,464 -15%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$12.3M 208,579 -5,379 -3%
SFP
11
Sweet Financial Partners
Minnesota
$11.2M 190,475 -827 -0.4%
Mariner
12
Mariner
Kansas
$10.5M 177,755 -30,129 -14%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$10.1M 171,820 -77,200 -31%
DAS
14
Dynamic Advisor Solutions
Arizona
$9.79M 166,335 -7,348 -4%
AC
15
AlphaCore Capital
California
$9.74M 165,576 +6,849 +4%
SIM
16
Stratos Investment Management
Ohio
$9.07M 154,160 +583 +0.4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.05M 153,853 -2,854 -2%
Wells Fargo
18
Wells Fargo
California
$8.81M 149,670 -101,604 -40%
SWA
19
Stratos Wealth Advisors
Ohio
$8.78M 149,296 +2,318 +2%
BCI
20
Brinker Capital Investments
Pennsylvania
$7.78M 132,169 -5,691 -4%
OPS
21
Orion Portfolio Solutions
Nebraska
$7.78M 132,169 -5,691 -4%
SWM
22
Segment Wealth Management
Texas
$7.65M 129,995 +363 +0.3%
Betterment LLC
23
Betterment LLC
New York
$7.4M 125,721 +804 +0.6%
CIAS
24
CFS Investment Advisory Services
New Jersey
$7.26M 123,415 -297 -0.2%
ACS
25
Archford Capital Strategies
Illinois
$6.69M 113,716 -3,897 -3%
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