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iShares Exponential Technologies ETF
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Overview Fund Activity

129 hedge funds and large institutions have $1.5B invested in iShares Exponential Technologies ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
2.85%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
16
Increased
39
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$11.9M
2
FTUS
Flow Traders U.S.
New York
+$5.38M
3
SW
SVB Wealth
Massachusetts
+$5.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.76M
5
SFS
Sowell Financial Services
Arkansas
+$2.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$303M
2
BCI
Brinker Capital Investments
Pennsylvania
-$32.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.05M
4
WI
Wintrust Investments
Illinois
-$3.42M
5
EWA
EP Wealth Advisors
California
-$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.7M -$581K -16,322 -18%
EPWM
27
Essex Private Wealth Management
Massachusetts
$2.63M +$158K +4,451 +6%
Citadel Advisors
28
Citadel Advisors
Florida
$2.46M -$2.47M -69,474 -50%
Wells Fargo
29
Wells Fargo
California
$2.4M -$562K -15,777 -19%
CT
30
Coastline Trust
Rhode Island
$2.33M +$119K +3,350 +5%
PAG
31
Private Advisor Group
New Jersey
$2.08M -$378K -10,612 -15%
MIAN
32
Mariner Independent Advisor Network
Kansas
$1.77M +$416K +12,194 +31%
IWM
33
IHT Wealth Management
Illinois
$1.68M +$329K +9,255 +24%
RJA
34
Raymond James & Associates
Florida
$1.65M -$84.2K -2,364 -5%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.6M +$1.6M +44,776 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.55M -$216K -6,056 -12%
AMC
37
Asset Management Corp
Illinois
$1.49M +$712 +20 +0%
Goldman Sachs
38
Goldman Sachs
New York
$1.48M +$1.48M +41,600 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$1.41M -$37.4K -1,083 -3%
BCM
40
Barometer Capital Management
Ontario, Canada
$1.14M -$189K -5,295 -14%
MC
41
Mathes Company
New York
$1.07M -$17.8K -500 -2%
SPC
42
Sigma Planning Corp
Michigan
$1.05M -$257K -7,233 -20%
VNA
43
Valley National Advisers
Pennsylvania
$1.03M -$40K -1,124 -4%
AC
44
AlphaCore Capital
California
$998K +$51.3K +1,440 +5%
SWIG
45
Strategic Wealth Investment Group
Kentucky
$937K +$10.6K +297 +1%
NA
46
NewEdge Advisors
Louisiana
$907K +$484K +13,587 +114%
GIA
47
Gladstone Institutional Advisory
Florida
$892K +$42.4K +1,190 +5%
SPIA
48
Steward Partners Investment Advisory
New York
$851K +$1.82K +51 +0.2%
OPS
49
Orion Portfolio Solutions
Nebraska
$554K -$598K -16,778 -52%
BCM
50
Brookstone Capital Management
Illinois
$542K +$66.8K +1,875 +14%
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