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iShares Exponential Technologies ETF
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Overview Fund Activity

93 hedge funds and large institutions have $1.75B invested in iShares Exponential Technologies ETF in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
22
Increased
32
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.39B
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$35.2M
3
DF
Donoghue Forlines
Massachusetts
+$16.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$13.6M
5
CFGS
Concourse Financial Group Securities
Alabama
+$10.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.32B
2
Jane Street
Jane Street
New York
-$16.6M
3
Wells Fargo
Wells Fargo
California
-$12.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.86M
5
BCM
Barometer Capital Management
Ontario, Canada
-$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
76
Covington Capital Management
California
$24K – – –
NFG
77
Next Financial Group
Texas
$24K +$13K +382 +118%
Citigroup
78
Citigroup
New York
$23K – – –
WOC
79
West Oak Capital
California
$18.3K – – –
RFM
80
Royal Fund Management
Florida
$18K – – –
LIA
81
LS Investment Advisors
Michigan
$17K – – –
MWM
82
Mascoma Wealth Management
New Hampshire
$10K +$7.91K +231 +379%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$9K +$9K +284 New
LWM
84
Liberty Wealth Management
California
$9K +$9K +286 New
SIS
85
Sound Income Strategies
Florida
$7K – – –
DWM
86
Doyle Wealth Management
Florida
$5K +$5K +147 New
PG
87
Patten Group
Tennessee
$4K – – –
AWM
88
AllSquare Wealth Management
New York
$3K -$3.67K -110 -55%
BOPW
89
Brandywine Oak Private Wealth
Pennsylvania
$3K +$3K +114 New
LWANC
90
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$1K +27 New
NA
91
NewEdge Advisors
Louisiana
$473 +$299 +8,975 +171%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$60 – – –
GT
93
Glenmede Trust
Pennsylvania
$33 +$33 +1,000 New
EFS
94
Edelman Financial Services
Virginia
– -$1.62B -41,930,563 Closed
Jane Street
95
Jane Street
New York
– -$16.6M -428,461 Closed
BCM
96
Barometer Capital Management
Ontario, Canada
– -$5.44M -140,400 Closed
SWM
97
Segment Wealth Management
Texas
– -$2.95M -76,145 Closed
Brown Advisory
98
Brown Advisory
Maryland
– -$350K -9,050 Closed
PS
99
Portfolio Strategies
New York
– -$219K -5,663 Closed
BAM
100
Belpointe Asset Management
Nevada
– -$144K -3,727 Closed
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