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iShares Exponential Technologies ETF
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Overview Fund Activity

130 hedge funds and large institutions have $2.2B invested in iShares Exponential Technologies ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+20
Holders Change %
+18.18%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
29
Increased
40
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$3.46M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.92M
3
PP
3
Prudential plc
United Kingdom
$2.09M
4
CS
4
Credit Suisse
Switzerland
$1.9M
5
FTUS
5
Flow Traders U.S.
New York
$1.65M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.76B
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$701K
3
PFG
3
Pacific Financial Group
Washington
$0
4
EWA
4
EP Wealth Advisors
California
$8.09M
5
Jane Street
5
Jane Street
New York
$551K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$2.77M – – –
CT
27
Coastline Trust
Rhode Island
$2.65M +$335K +7,845 +14%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.12M -$297K -6,956 -12%
PP
29
Prudential plc
United Kingdom
$2.09M +$2.09M +48,800 New
RJA
30
Raymond James & Associates
Florida
$2.08M +$283K +6,630 +16%
CS
31
Credit Suisse
Switzerland
$1.9M +$1.9M +44,481 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.87M +$83.4K +2,045 +5%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1.8M +$9.41K +220 +0.5%
AMC
34
Asset Management Corp
Illinois
$1.79M +$1.79M +41,922 New
MIAN
35
Mariner Independent Advisor Network
Kansas
$1.7M +$103K +2,421 +6%
FTUS
36
Flow Traders U.S.
New York
$1.65M +$1.65M +38,482 New
IWM
37
IHT Wealth Management
Illinois
$1.63M +$156K +3,643 +11%
BCM
38
Barometer Capital Management
Ontario, Canada
$1.6M +$1.6M +37,300 New
SPC
39
Sigma Planning Corp
Michigan
$1.57M -$98.3K -2,299 -6%
OPS
40
Orion Portfolio Solutions
Nebraska
$1.38M +$1.38M +32,328 New
MC
41
Mathes Company
New York
$1.3M – – –
VNA
42
Valley National Advisers
Pennsylvania
$1.29M -$23.1K -541 -2%
AC
43
AlphaCore Capital
California
$1.14M +$1.14M +26,581 New
SWIG
44
Strategic Wealth Investment Group
Kentucky
$1.11M +$1.11M +26,002 New
GIA
45
Gladstone Institutional Advisory
Florida
$1.02M -$31.2K -730 -3%
SPIA
46
Steward Partners Investment Advisory
New York
$1.02M +$208K +4,857 +26%
CAS
47
Cascadia Advisory Services
Oregon
$980K +$980K +22,918 New
SFS
48
Sowell Financial Services
Arkansas
$895K +$895K +20,924 New
CAN
49
Cetera Advisor Networks
California
$842K +$42.8K +1,000 +5%
AI
50
Atria Investments
North Carolina
$737K -$62.9K -1,472 -8%
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