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iShares Exponential Technologies ETF
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Overview Fund Activity

84 hedge funds and large institutions have $3.49B invested in iShares Exponential Technologies ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
32
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.61B
2
EFS
Edelman Financial Services
Virginia
$1.62B
3
Jane Street
Jane Street
New York
$16.6M
4
Citadel Advisors
Citadel Advisors
Florida
$9.83M
5
Wells Fargo
Wells Fargo
California
$18M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
DF
Donoghue Forlines
Massachusetts
$14.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.9M
4
HighTower Advisors
HighTower Advisors
Illinois
$574K
5
PI
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$2.28M -$1.75M -45,247 -43%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$2.13M +$1.41M +36,371 +197%
Stifel Financial
28
Stifel Financial
Missouri
$2.1M -$131K -3,379 -6%
RCG
29
Ruggie Capital Group
Florida
$2.08M -$166K -4,297 -7%
WI
30
Wintrust Investments
Illinois
$1.89M +$1.89M +48,755 New
SPC
31
Sigma Planning Corp
Michigan
$1.61M -$21K -543 -1%
CT
32
Coastline Trust
Rhode Island
$1.49M +$339K +8,745 +29%
VNA
33
Valley National Advisers
Pennsylvania
$1.35M +$170K +4,379 +14%
MC
34
Mathes Company
New York
$1.32M -$27.1K -700 -2%
RJA
35
Raymond James & Associates
Florida
$1.06M +$169K +4,358 +19%
IA
36
IFP Advisors
Florida
$1M +$173K +4,460 +21%
Prudential Financial
37
Prudential Financial
New Jersey
$916K +$475K +12,282 +108%
CA
38
Cetera Advisors
Colorado
$659K +$44K +1,139 +7%
HighTower Advisors
39
HighTower Advisors
Illinois
$574K -$3.15M -81,268 -85%
WWM
40
Willingdon Wealth Management
North Carolina
$568K +$106K +2,730 +23%
SFI
41
SPC Financial Inc
Maryland
$543K -$6K -155 -1%
Creative Planning
42
Creative Planning
Kansas
$525K -$20.8K -537 -4%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$477K +$477K +12,326 New
CCM
44
Check Capital Management
California
$469K – – –
GEA
45
Glen Eagle Advisors
New Jersey
$462K +$43.6K +1,125 +10%
S
46
SignatureFD
Georgia
$461K – – –
HSBC Holdings
47
HSBC Holdings
United Kingdom
$387K – – –
VAM
48
Visionary Asset Management
Texas
$369K +$369K +9,533 New
William Blair & Company
49
William Blair & Company
Illinois
$358K – – –
Brown Advisory
50
Brown Advisory
Maryland
$350K +$350K +9,050 New
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