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iShares Exponential Technologies ETF

130 hedge funds and large institutions have $2.2B invested in iShares Exponential Technologies ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+20
Holders Change %
+18.18%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
29
Increased
40
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIMG
76
Patriot Investment Management Group
Tennessee
$290K
WWM
77
Willingdon Wealth Management
North Carolina
$286K +$52.5K +1,226 +22%
DAS
78
Dynamic Advisor Solutions
Arizona
$272K -$63.9K -1,493 -19%
IWC
79
Integrated Wealth Concepts
Massachusetts
$258K
Stifel Financial
80
Stifel Financial
Missouri
$249K -$124K -2,940 -33%
MC
81
Moors & Cabot
Massachusetts
$244K -$65.8K -1,591 -21%
KM
82
Kalos Management
Georgia
$235K +$12.9K +302 +6%
AFA
83
American Financial Advisors
Georgia
$225K -$63.2K -1,640 -22%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$216K +$91.2K +2,112 +73%
BWA
85
BDO Wealth Advisors
Florida
$209K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$209K +$88.4K +2,069 +73%
JWM
87
Jackson Wealth Management
Florida
$200K +$200K +4,459 New
SFSG
88
Stearns Financial Services Group
North Carolina
$189K +$189K +4,410 New
AWA
89
Arkadios Wealth Advisors
Georgia
$146K +$146K +3,257 New
GRP
90
Global Retirement Partners
California
$135K
EIP
91
Ellis Investment Partners
Pennsylvania
$124K -$20.3K -472 -14%
APA
92
American Portfolios Advisors
New York
$67.8K +$67.8K +1,586 New
RCG
93
Ruggie Capital Group
Florida
$67K -$2.15M -50,448 -97%
CFGS
94
Concourse Financial Group Securities
Alabama
$65K +$14.1K +330 +28%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$62K
CIAS
96
Capital Investment Advisory Services
North Carolina
$56K
FPS
97
Fieldpoint Private Securities
Connecticut
$56K
CAAS
98
Capital Asset Advisory Services
Michigan
$54K +$54K +1,211 New
HFM
99
Hartford Financial Management
Connecticut
$50K
RFM
100
Royal Fund Management
Florida
$43K +$3.11K +74 +8%