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iShares Exponential Technologies ETF
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Overview Fund Activity

72 hedge funds and large institutions have $1.66B invested in iShares Exponential Technologies ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
17
Increased
31
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFS
Edelman Financial Services
Virginia
+$478M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$13M
3
Jane Street
Jane Street
New York
+$5.2M
4
Bank of America
Bank of America
North Carolina
+$5.13M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
+$3.25M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$29M
2
DF
Donoghue Forlines
Massachusetts
-$9.57M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.86M
5
HI
Horizon Investments
North Carolina
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
51
Avantax Planning Partners
Iowa
$111K +$111K +3,051 New
SWP
52
Stratos Wealth Partners
Ohio
$88K – – –
WOC
53
West Oak Capital
California
$81.9K +$81.9K +2,250 New
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$66K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$54K – – –
PCG
56
Private Capital Group
Connecticut
$52K -$21K -575 -29%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.7K – – –
SSB
58
Sandy Spring Bank
Maryland
$48K -$10.9K -300 -18%
FPS
59
Fieldpoint Private Securities
Connecticut
$46K +$46K +1,255 New
GT
60
Glenmede Trust
Pennsylvania
$35K – – –
CCM
61
Covington Capital Management
California
$26K +$26K +725 New
APA
62
American Portfolios Advisors
New York
$17.8K +$17.8K +488 New
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$17K +$17K +470 New
SEI Investments
64
SEI Investments
Pennsylvania
$16K +$16K +446 New
UBS Group
65
UBS Group
Switzerland
$10K +$7.54K +215 +307%
SIS
66
Sound Income Strategies
Florida
$8K – – –
AWM
67
AllSquare Wealth Management
New York
$7K +$7K +200 New
PG
68
Patten Group
Tennessee
$4K +$4K +118 New
RE
69
RBC Europe
United Kingdom
$2.91K – – –
AIM
70
Advantage Investment Management
Iowa
$2K -$182 -5 -8%
IWM
71
IHT Wealth Management
Illinois
$2K – – –
KF
72
Krilogy Financial
Missouri
$1K – – –
Citadel Advisors
73
Citadel Advisors
Florida
– -$2.98M -84,112 Closed
NFG
74
NewFocus Financial Group
Washington
– -$200K -5,655 Closed
SG Americas Securities
75
SG Americas Securities
New York
– -$125K -3,513 Closed
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