XT icon

iShares Exponential Technologies ETF

84 hedge funds and large institutions have $3.49B invested in iShares Exponential Technologies ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
32
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MC
51
Moors & Cabot
Massachusetts
$333K 8,375 +8,375 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$328K 8,433 +292 +4%
VWM
53
Venturi Wealth Management
Texas
$297K 7,642
PS
54
Portfolio Strategies
New York
$219K 5,663
Bank of New York Mellon
55
Bank of New York Mellon
New York
$203K 5,232 +5,232 New
NA
56
NewEdge Advisors
Louisiana
$203K 5,243 +5,243 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$169K 4,367 +4,367 New
BAM
58
Belpointe Asset Management
Nevada
$144K 3,727 +3,727 New
SSB
59
Sandy Spring Bank
Maryland
$129K 3,344 +2,022 +153%
SFSG
60
Stearns Financial Services Group
North Carolina
$110K 2,842 +2,842 New
SWP
61
Stratos Wealth Partners
Ohio
$104K 2,689 +2,689 New
PCG
62
Private Capital Group
Connecticut
$83K 2,162 +351 +19%
APP
63
Avantax Planning Partners
Iowa
$75K 1,937 +1,937 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$74K 1,895 +414 +28%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$70K 1,800
FPS
66
Fieldpoint Private Securities
Connecticut
$51K 1,305
HFM
67
Hartford Financial Management
Connecticut
$45K 1,168
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$45K 1,170 +200 +21%
CCM
69
Covington Capital Management
California
$28K 725
Citigroup
70
Citigroup
New York
$26K 684 +684 New
WOC
71
West Oak Capital
California
$21.3K 550 -2,100 -79%
RFM
72
Royal Fund Management
Florida
$20K 542
LIA
73
LS Investment Advisors
Michigan
$19K 500
GI
74
Gradient Investments
Minnesota
$17K 430 +430 New
NFG
75
Next Financial Group
Texas
$13K 325 +325 New