XT icon

iShares Exponential Technologies ETF

234 hedge funds and large institutions have $2.63B invested in iShares Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
15
Increased
55
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.08B 34,223,876 +417,506 +1%
Bank of America
2
Bank of America
North Carolina
$44.9M 737,280 +28,096 +4%
LPL Financial
3
LPL Financial
California
$42.6M 699,118 -50,453 -7%
Ameriprise
4
Ameriprise
Minnesota
$28.1M 462,105 +20,095 +5%
UBS Group
5
UBS Group
Switzerland
$22.8M 375,106 +41,062 +12%
AFA
6
Alpha Financial Advisors
North Carolina
$22.6M 371,483 +4,289 +1%
Morgan Stanley
7
Morgan Stanley
New York
$20.2M 332,166 -1,113 -0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.2M 281,926 -135,423 -32%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$15.6M 255,811 -29,554 -10%
SWA
10
Stratos Wealth Advisors
Ohio
$12.5M 205,810 +56,514 +38%
SFP
11
Sweet Financial Partners
Minnesota
$11.5M 189,413 -1,062 -0.6%
SIM
12
Stratos Investment Management
Ohio
$11.2M 183,218 +29,058 +19%
AC
13
AlphaCore Capital
California
$10.6M 173,464 +7,888 +5%
Wells Fargo
14
Wells Fargo
California
$10M 164,237 +14,567 +10%
Mariner
15
Mariner
Kansas
$9.99M 164,076 -13,679 -8%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$9.99M 164,071 -44,508 -21%
DAS
17
Dynamic Advisor Solutions
Arizona
$9.81M 161,191 -5,144 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$9.52M 156,382 +2,529 +2%
Betterment LLC
19
Betterment LLC
New York
$8.07M 132,504 +6,783 +5%
SWM
20
Segment Wealth Management
Texas
$7.55M 124,084 -5,911 -5%
CIAS
21
CFS Investment Advisory Services
New Jersey
$7.43M 121,971 -1,444 -1%
ACS
22
Archford Capital Strategies
Illinois
$7.2M 116,965 +3,249 +3%
BCI
23
Brinker Capital Investments
Pennsylvania
$7.15M 117,492 -14,677 -11%
OPS
24
Orion Portfolio Solutions
Nebraska
$7.15M 117,492 -14,677 -11%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$6.75M 110,885 +4,359 +4%