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iShares Exponential Technologies ETF

243 hedge funds and large institutions have $2.43B invested in iShares Exponential Technologies ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 104 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
55
Reduced
104
Closed
23
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.97B -$21.3M -369,730 -1%
LPL Financial
2
LPL Financial
California
$41.9M +$2M +34,718 +5%
Morgan Stanley
3
Morgan Stanley
New York
$20.1M -$11.9M -205,919 -37%
Bank of America
4
Bank of America
North Carolina
$17.1M -$24M -417,721 -58%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$15.5M +$415K +7,210 +3%
UBS Group
6
UBS Group
Switzerland
$15.3M -$5.91M -102,671 -28%
Ameriprise
7
Ameriprise
Minnesota
$15.2M -$6.12M -106,328 -29%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.2M -$75.2K -1,306 -0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$12.1M -$1.45M -25,187 -11%
SIM
10
Stratos Investment Management
Ohio
$12.1M -$199K -3,451 -2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$11.6M -$303K -5,272 -3%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$11.5M -$491K -8,525 -4%
DAS
13
Dynamic Advisor Solutions
Arizona
$9.91M +$575K +9,996 +6%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$9.38M -$249K -4,334 -3%
Jane Street
15
Jane Street
New York
$9.22M +$8.34M +144,876 +947%
Mariner
16
Mariner
Kansas
$8.7M -$863K -14,989 -9%
PCIA
17
Prime Capital Investment Advisors
Kansas
$8.65M +$8.18M +142,117 +1,735%
Betterment LLC
18
Betterment LLC
New York
$8.51M +$812K +14,114 +11%
SWA
19
Stratos Wealth Advisors
Ohio
$7.79M -$156K -2,713 -2%
CIAS
20
CFS Investment Advisory Services
New Jersey
$6.91M -$29.5K -512 -0.4%
SWM
21
Segment Wealth Management
Texas
$6.43M -$461K -8,017 -7%
CCA
22
Clearwater Capital Advisors
Illinois
$6.21M +$119K +2,069 +2%
BCI
23
Brinker Capital Investments
Pennsylvania
$6.06M -$541K -9,394 -8%
OPS
24
Orion Portfolio Solutions
Nebraska
$6.06M -$541K -9,394 -8%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$5.26M -$15.5K -270 -0.3%