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iShares Exponential Technologies ETF
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Overview Fund Activity

260 hedge funds and large institutions have $2.79B invested in iShares Exponential Technologies ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
55
Reduced
107
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$41.9M
2
Financial Engines Advisors
Financial Engines Advisors
California
$2.26B
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$17.5M
4
Citadel Advisors
Citadel Advisors
Florida
$12.7M
5
WBG
Wharton Business Group
Pennsylvania
$13.2M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$349K
2
Jane Street
Jane Street
New York
$3.31M
3
Morgan Stanley
Morgan Stanley
New York
$17.9M
4
VCS
Vaughan & Co Securities
New Jersey
$822K
5
DWP
Destiny Wealth Partners
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.26B +$20.2M +309,006 +0.9%
LPL Financial
2
LPL Financial
California
$44.8M -$2.67M -40,916 -6%
Ameriprise
3
Ameriprise
Minnesota
$41.9M +$24.7M +378,264 +144%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$19.1M +$1.46M +22,451 +8%
Bank of America
5
Bank of America
North Carolina
$18.8M -$600K -9,200 -3%
Morgan Stanley
6
Morgan Stanley
New York
$17.9M -$4.8M -73,536 -21%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$17.5M +$15.7M +240,000 +857%
UBS Group
8
UBS Group
Switzerland
$17.2M -$115K -1,763 -0.7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$16.5M +$361K +5,530 +2%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$15.9M +$5.28M +80,844 +50%
Raymond James Financial
11
Raymond James Financial
Florida
$13.7M -$55.6K -852 -0.4%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$13.4M -$7.47K -112 -0.1%
WBG
13
Wharton Business Group
Pennsylvania
$13.2M +$8.67M +132,905 +190%
Citadel Advisors
14
Citadel Advisors
Florida
$12.7M +$12.5M +191,874 +5,484%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$12.4M -$832K -12,745 -6%
SIM
16
Stratos Investment Management
Ohio
$11.8M -$1.87M -28,633 -14%
DAS
17
Dynamic Advisor Solutions
Arizona
$11.3M +$63.2K +969 +0.6%
Mariner
18
Mariner
Kansas
$8.95M -$911K -13,963 -9%
SWA
19
Stratos Wealth Advisors
Ohio
$8.73M -$95K -1,456 -1%
CIAS
20
CFS Investment Advisory Services
New Jersey
$7.74M -$96.3K -1,476 -1%
CCA
21
Clearwater Capital Advisors
Illinois
$7.29M +$250K +3,839 +4%
SWM
22
Segment Wealth Management
Texas
$7.06M -$228K -3,492 -3%
Betterment LLC
23
Betterment LLC
New York
$6.49M -$3.16M -48,426 -33%
BCI
24
Brinker Capital Investments
Pennsylvania
$6.47M -$401K -6,148 -6%
KAS
25
Kestra Advisory Services
Texas
$6.36M +$1.69M +25,829 +36%
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