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iShares Exponential Technologies ETF
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Overview Fund Activity

184 hedge funds and large institutions have $2.31B invested in iShares Exponential Technologies ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+28
Holders Change %
+17.95%
% of All Funds
3.26%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
42
Increased
66
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.9M
2
FI
2
FormulaFolio Investments
Michigan
$6.06M
3
CGA
3
Crescent Grove Advisors
Illinois
$8.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.6M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$23.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.56B
3
BCI
3
Brinker Capital Investments
Pennsylvania
$95.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$138K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$6.62M +$4.67M +81,609 +240%
Osaic Holdings
27
Osaic Holdings
Arizona
$6.48M +$252K +4,408 +4%
SWM
28
Segment Wealth Management
Texas
$6.12M +$91.9K +1,605 +2%
BAM
29
Beaumont Asset Management
Texas
$6.07M -$54.9K -959 -0.9%
FI
30
FormulaFolio Investments
Michigan
$6.06M +$6.06M +105,846 New
MA
31
Mutual Advisors
Nebraska
$5.35M -$2.24M -39,102 -30%
RW
32
REDW Wealth
New Mexico
$4.19M -$483K -8,432 -10%
SFS
33
Sowell Financial Services
Arkansas
$3.92M -$651K -11,374 -14%
Citadel Advisors
34
Citadel Advisors
Florida
$3.92M -$4.25M -74,161 -52%
PAG
35
Private Advisor Group
New Jersey
$3.83M +$180K +3,151 +5%
DWP
36
Destiny Wealth Partners
Florida
$3.49M +$3.49M +60,956 New
MML Investors Services
37
MML Investors Services
Massachusetts
$2.92M +$23K +402 +0.8%
EPWM
38
Essex Private Wealth Management
Massachusetts
$2.79M -$583K -10,193 -17%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.77M – – –
AMC
40
Asset Management Corp
Illinois
$2.71M +$94.9K +1,601 +4%
MIAN
41
Mariner Independent Advisor Network
Kansas
$2.67M -$191K -3,344 -7%
PP
42
Prudential plc
United Kingdom
$2.35M +$916K +16,000 +64%
HSA
43
HBK Sorce Advisory
Pennsylvania
$2.32M +$24.5K +428 +1%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$2.31M -$21.8K -369 -0.9%
AI
45
Atria Investments
North Carolina
$2.21M +$131K +2,283 +6%
AC
46
AlphaCore Capital
California
$2.16M +$328K +5,728 +18%
OPS
47
Orion Portfolio Solutions
Nebraska
$2.1M +$413K +7,208 +25%
Goldman Sachs
48
Goldman Sachs
New York
$1.93M +$1.93M +33,641 New
ACS
49
Archford Capital Strategies
Illinois
$1.92M +$1.92M +32,233 New
MC
50
Mathes Company
New York
$1.71M – – –
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