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iShares Exponential Technologies ETF
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Overview Fund Activity

98 hedge funds and large institutions have $1.93B invested in iShares Exponential Technologies ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
17
Increased
26
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$22.6M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$3.91M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.86M
4
PFC
Personal Financial Consultants
California
+$3.18M
5
Bank of America
Bank of America
North Carolina
+$3.17M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.9M
2
DF
Donoghue Forlines
Massachusetts
-$22.6M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$11.4M
4
CFGS
Concourse Financial Group Securities
Alabama
-$10.4M
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
76
Hartford Financial Management
Connecticut
$44K – – –
PCG
77
Private Capital Group
Connecticut
$35K -$46.3K -1,231 -57%
SSB
78
Sandy Spring Bank
Maryland
$33K -$17K -450 -34%
BBNA
79
Bremer Bank National Association
Minnesota
$31K +$31K +780 New
AIC
80
Ameritas Investment Company
Nebraska
$29K +$29K +765 New
CCM
81
Covington Capital Management
California
$28K – – –
Citigroup
82
Citigroup
New York
$26K – – –
MWM
83
Mascoma Wealth Management
New Hampshire
$26K +$14.9K +391 +134%
WOC
84
West Oak Capital
California
$25K +$3.85K +100 +18%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$23K -$6.52K -170 -22%
SHIM
86
Stone House Investment Management
Pennsylvania
$21K +$21K +563 New
RFM
87
Royal Fund Management
Florida
$20K – – –
LIA
88
LS Investment Advisors
Michigan
$19K – – –
GSWM
89
Golden State Wealth Management
California
$15K +$15K +400 New
KFS
90
Kelly Financial Services
Massachusetts
$10.9K +$10.9K +286 New
LWM
91
Liberty Wealth Management
California
$10K – – –
RIA
92
Realta Investment Advisors
Delaware
$10K +$10K +275 New
APA
93
American Portfolios Advisors
New York
$9.95K -$19K -499 -66%
TRCT
94
Tower Research Capital (TRC)
New York
$3K -$32.9K -855 -92%
AWM
95
AllSquare Wealth Management
New York
$3K – – –
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
GT
97
Glenmede Trust
Pennsylvania
$37 – – –
Citadel Advisors
98
Citadel Advisors
Florida
– -$2.59M -77,753 Closed
FTUS
99
Flow Traders U.S.
New York
– -$1.09M -32,619 Closed
S
100
SignatureFD
Georgia
– -$382K -11,500 Closed
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