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iShares Exponential Technologies ETF

249 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
35
Increased
76
Reduced
80
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.07B +$26.9M +451,288 +1%
Bank of America
2
Bank of America
North Carolina
$42.6M -$1.35M -22,707 -3%
LPL Financial
3
LPL Financial
California
$41.3M -$373K -6,246 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$33.1M +$13.3M +222,189 +67%
Ameriprise
5
Ameriprise
Minnesota
$22.1M -$5.52M -92,448 -20%
UBS Group
6
UBS Group
Switzerland
$21.9M -$438K -7,346 -2%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$15.7M +$12.1M +202,395 +334%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.8M -$2.02M -33,858 -12%
Raymond James Financial
9
Raymond James Financial
Florida
$14.1M +$14.1M +236,006 New
SIM
10
Stratos Investment Management
Ohio
$12.7M +$1.77M +29,745 +16%
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$12.5M -$2.79M -46,839 -18%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$12.4M +$10.9M +182,716 +736%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$9.98M +$190K +3,192 +2%
Mariner
14
Mariner
Kansas
$9.91M +$118K +1,979 +1%
DAS
15
Dynamic Advisor Solutions
Arizona
$9.67M +$57.6K +966 +0.6%
SWA
16
Stratos Wealth Advisors
Ohio
$8.23M -$4.05M -67,828 -33%
Betterment LLC
17
Betterment LLC
New York
$7.98M +$71.4K +1,197 +0.9%
CIAS
18
CFS Investment Advisory Services
New Jersey
$7.2M -$81.8K -1,371 -1%
SWM
19
Segment Wealth Management
Texas
$7.14M -$263K -4,404 -4%
BCI
20
Brinker Capital Investments
Pennsylvania
$6.84M -$170K -2,848 -2%
OPS
21
Orion Portfolio Solutions
Nebraska
$6.84M -$170K -2,848 -2%
ACS
22
Archford Capital Strategies
Illinois
$6.74M -$242K -4,060 -3%
CCA
23
Clearwater Capital Advisors
Illinois
$6.31M +$127K +2,134 +2%
VCS
24
Vaughan & Co Securities
New Jersey
$5.9M +$4.3K +72 +0.1%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$5.47M -$33.5K -561 -0.6%