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iShares Exponential Technologies ETF
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Overview Fund Activity

61 hedge funds and large institutions have $1.08B invested in iShares Exponential Technologies ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+15
Holders Change %
+32.61%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
24
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$30.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.91M
3
RW
3
REDW Wealth
New Mexico
$6.61M
4
Bank of America
4
Bank of America
North Carolina
$6.48M
5
Wells Fargo
5
Wells Fargo
California
$3.81M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$23.8M
2
EFS
2
Edelman Financial Services
Virginia
$938M
3
UBS Group
3
UBS Group
Switzerland
$2K
4
AGM
4
Alpine Global Management
New York
$582K
5
FFS
5
Founders Financial Securities
Maryland
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$1.06M -$30.3K -882 -3%
MC
27
Mathes Company
New York
$917K +$295K +8,600 +47%
VNA
28
Valley National Advisers
Pennsylvania
$745K -$43.5K -1,268 -6%
CAG
29
Csenge Advisory Group
Florida
$687K +$687K +20,003 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$620K +$620K +18,060 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$603K +$59.6K +1,736 +11%
AGM
32
Alpine Global Management
New York
$582K -$89.1K -2,593 -13%
IA
33
IFP Advisors
Florida
$560K +$27.5K +802 +5%
CT
34
Coastline Trust
Rhode Island
$559K +$154K +4,490 +38%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$557K +$272K +7,941 +96%
CIC
36
Cornercap Investment Counsel
Georgia
$537K +$537K +15,647 New
SFI
37
SPC Financial Inc
Maryland
$433K +$433K +12,600 New
FA
38
FDx Advisors
Illinois
$357K +$357K +10,394 New
RJA
39
Raymond James & Associates
Florida
$329K +$329K +9,588 New
Creative Planning
40
Creative Planning
Kansas
$318K -$25.3K -735 -7%
CCM
41
Check Capital Management
California
$251K +$251K +7,300 New
GEA
42
Glen Eagle Advisors
New Jersey
$159K +$95.8K +2,790 +151%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$79K -$39.6K -1,148 -33%
SSB
44
Sandy Spring Bank
Maryland
$55K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$51K – – –
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46K – – –
US Bancorp
47
US Bancorp
Minnesota
$43K +$21K +614 +95%
GT
48
Glenmede Trust
Pennsylvania
$34K – – –
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$31K +$31K +900 New
WOC
50
West Oak Capital
California
$10.3K -$3.43K -100 -25%
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