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iShares Exponential Technologies ETF
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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 %
BCM
51
Brookstone Capital Management
Illinois
$1.25M +$575K +12,907 +85%
NA
52
NewEdge Advisors
Louisiana
$1.16M +$21.9K +492 +2%
VNA
53
Valley National Advisers
Pennsylvania
$1.12M -$172K -3,857 -13%
OPS
54
Orion Portfolio Solutions
Nebraska
$1.03M +$340K +7,626 +49%
GIA
55
Gladstone Institutional Advisory
Florida
$1.01M -$109K -2,456 -10%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$792K +$347K +7,800 +78%
GEA
57
Glen Eagle Advisors
New Jersey
$771K +$118K +2,655 +18%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$712K +$194K +4,357 +37%
SFI
59
SPC Financial Inc
Maryland
$601K +$4.9K +110 +0.8%
CAN
60
Cetera Advisor Networks
California
$548K +$3.56K +80 +0.7%
Truist Financial
61
Truist Financial
North Carolina
$478K +$10.2K +230 +2%
FAIM
62
Financial Advocates Investment Management
Washington
$478K +$25.5K +574 +6%
TI
63
Trexquant Investment
Connecticut
$476K -$114K -2,556 -19%
LFA
64
Lighthouse Financial Advisors
Maryland
$458K +$534 +12 +0.1%
SWIG
65
Strategic Wealth Investment Group
Kentucky
$453K -$717K -16,116 -61%
IWC
66
Integrated Wealth Concepts
Massachusetts
$453K +$140K +3,131 +44%
CWM
67
Cedar Wealth Management
California
$420K +$25.8K +579 +7%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$410K -$84.4K -1,894 -17%
William Blair & Company
69
William Blair & Company
Illinois
$407K – – –
AllianceBernstein
70
AllianceBernstein
Tennessee
$380K -$33.1K -744 -8%
AFM
71
Abbot Financial Management
Massachusetts
$377K +$490 +11 +0.1%
IA
72
IFP Advisors
Florida
$370K +$56K +1,279 +18%
NCM
73
New Capital Management
Texas
$366K +$366K +8,226 New
CCM
74
Check Capital Management
California
$365K – – –
XF
75
XML Financial
Maryland
$352K +$489 +11 +0.1%
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3
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