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iShares Exponential Technologies ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.63B
2
EWA
2
EP Wealth Advisors
California
$9.95M
3
Bank of America
3
Bank of America
North Carolina
$24.7M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$134M
5
PAG
5
Private Advisor Group
New Jersey
$2.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.5M
3
DF
3
Donoghue Forlines
Massachusetts
$0
4
CFGS
4
Concourse Financial Group Securities
Alabama
$46K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Next Financial Group
Texas
$88K -$213K -5,512 -71%
FAAS
77
First Allied Advisory Services
California
$68K +$68K +1,778 New
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$56K +$56K +1,453 New
CAN
79
Claraphi Advisory Network
United States
$53K +$53K +1,368 New
CIAS
80
Capital Investment Advisory Services
North Carolina
$50K – – –
FPS
81
Fieldpoint Private Securities
Connecticut
$50K – – –
CFGS
82
Concourse Financial Group Securities
Alabama
$46K -$7M -181,898 -99%
HFM
83
Hartford Financial Management
Connecticut
$45K – – –
TRCT
84
Tower Research Capital (TRC)
New York
$42K +$30.1K +777 +252%
VFA
85
Valeo Financial Advisors
Indiana
$41K – – –
RFM
86
Royal Fund Management
Florida
$36K +$10.8K +284 +43%
SSB
87
Sandy Spring Bank
Maryland
$34K – – –
CCM
88
Covington Capital Management
California
$28K – – –
Citigroup
89
Citigroup
New York
$26K – – –
WOC
90
West Oak Capital
California
$25K – – –
LIA
91
LS Investment Advisors
Michigan
$19K – – –
GWM
92
Geneos Wealth Management
Colorado
$18K -$1.46M -38,908 -99%
Deutsche Bank
93
Deutsche Bank
Germany
$16K +$16K +433 New
JFA
94
JNBA Financial Advisors
Minnesota
$15K – – –
AF
95
Allworth Financial
California
$14K +$14K +360 New
CTC
96
Central Trust Company
Missouri
$13K +$13K +335 New
KFS
97
Kelly Financial Services
Massachusetts
$11.1K – – –
LWM
98
Liberty Wealth Management
California
$11K – – –
LWM
99
Lenox Wealth Management
Ohio
$11K +$11K +300 New
PCIA
100
Prime Capital Investment Advisors
Kansas
$7K -$4.02K -100 -36%
1 2 3
4
5