XT icon

iShares Exponential Technologies ETF
XT

Overview Fund Activity

133 hedge funds and large institutions have $1.91B invested in iShares Exponential Technologies ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
2.73%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
25
Increased
50
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$40.3M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$15.6M
3
Wells Fargo
Wells Fargo
California
+$13.7M
4
SW
SVB Wealth
Massachusetts
+$7.09M
5
BPB
Badgley, Phelps & Bell
Washington
+$6.84M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$57.6M
2
FTUS
Flow Traders U.S.
New York
-$8.14M
3
RW
REDW Wealth
New Mexico
-$4.31M
4
BCI
Brinker Capital Investments
Pennsylvania
-$3.93M
5
MML Investors Services
MML Investors Services
Massachusetts
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$4.09M +$2.1M +47,167 +105%
CT
27
Coastline Trust
Rhode Island
$3.6M +$691K +15,530 +24%
SFS
28
Sowell Financial Services
Arkansas
$3.23M -$707K -15,892 -18%
PP
29
Prudential plc
United Kingdom
$3.05M -$1.62M -36,300 -35%
PAG
30
Private Advisor Group
New Jersey
$2.83M +$234K +5,250 +9%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$2.77M – – –
EPWM
32
Essex Private Wealth Management
Massachusetts
$2.66M -$633K -14,215 -19%
UBS Group
33
UBS Group
Switzerland
$2.56M +$2.18M +49,029 +583%
MIAN
34
Mariner Independent Advisor Network
Kansas
$2.38M +$56.3K +1,257 +2%
SPC
35
Sigma Planning Corp
Michigan
$2.31M +$1M +22,504 +76%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.22M -$2.78M -62,434 -56%
EWA
37
EP Wealth Advisors
California
$2.19M -$1.97M -44,283 -47%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$2.09M -$2.03M -45,516 -49%
IWM
39
IHT Wealth Management
Illinois
$2.07M -$34.2K -767 -2%
CAS
40
Cascadia Advisory Services
Oregon
$2.01M +$2.01M +45,056 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.91M -$21.2K -477 -1%
AMC
42
Asset Management Corp
Illinois
$1.86M -$4.45K -100 -0.2%
AI
43
Atria Investments
North Carolina
$1.83M +$1.47M +33,071 +415%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.82M -$60.5K -1,315 -3%
HSA
45
HBK Sorce Advisory
Pennsylvania
$1.8M +$1.8M +40,433 New
AC
46
AlphaCore Capital
California
$1.67M +$426K +9,570 +34%
BCM
47
Barometer Capital Management
Ontario, Canada
$1.58M +$152K +3,425 +11%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.37M +$732K +16,382 +115%
MC
49
Mathes Company
New York
$1.33M – – –
SPIA
50
Steward Partners Investment Advisory
New York
$1.33M +$262K +5,877 +25%
1
2
3 4 5