XT icon

iShares Exponential Technologies ETF

110 hedge funds and large institutions have $2.01B invested in iShares Exponential Technologies ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
20
Increased
36
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$378K +$44.3K +1,148 +13%
AllianceBernstein
52
AllianceBernstein
Tennessee
$359K
William Blair & Company
53
William Blair & Company
Illinois
$358K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$347K -$2.09K -54 -0.6%
Stifel Financial
55
Stifel Financial
Missouri
$340K -$338K -8,788 -50%
AFM
56
Abbot Financial Management
Massachusetts
$318K +$69.1K +1,788 +28%
DAS
57
Dynamic Advisor Solutions
Arizona
$303K +$27.2K +705 +10%
VWM
58
Venturi Wealth Management
Texas
$300K
MC
59
Moors & Cabot
Massachusetts
$297K -$45K -1,135 -13%
UBS Group
60
UBS Group
Switzerland
$296K +$54.4K +1,409 +23%
AFA
61
American Financial Advisors
Georgia
$289K -$90.7K -2,348 -24%
PIMG
62
Patriot Investment Management Group
Tennessee
$262K
IA
63
IFP Advisors
Florida
$238K +$238K +6,236 New
FAIM
64
Financial Advocates Investment Management
Washington
$233K +$233K +6,032 New
IWC
65
Integrated Wealth Concepts
Massachusetts
$233K +$233K +6,032 New
NA
66
NewEdge Advisors
Louisiana
$217K +$11.6K +299 +6%
WWM
67
Willingdon Wealth Management
North Carolina
$211K +$8.32K +215 +4%
LNC
68
Lincoln National Corp
Pennsylvania
$209K +$209K +5,385 New
KM
69
Kalos Management
Georgia
$201K +$201K +5,208 New
BWA
70
BDO Wealth Advisors
Florida
$189K
EIP
71
Ellis Investment Partners
Pennsylvania
$128K
GRP
72
Global Retirement Partners
California
$122K -$74.3K -1,917 -38%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$112K +$13.6K +350 +14%
CAC
74
Certified Advisory Corp
Florida
$111K -$19.3K -500 -15%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$109K +$35.9K +929 +49%