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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 %
PWP
101
Principle Wealth Partners
Connecticut
$76K +$76K +1,699 New
WR
102
Watson Rebecca
$74K +$74K +1,653 New
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$65K – – –
SSB
104
Sandy Spring Bank
Maryland
$61K +$22.2K +500 +57%
CIAS
105
Capital Investment Advisory Services
North Carolina
$58K – – –
CFGS
106
Concourse Financial Group Securities
Alabama
$55K -$5.89K -132 -10%
HFM
107
Hartford Financial Management
Connecticut
$52K – – –
GT
108
Glenmede Trust
Pennsylvania
$44K – – –
CCM
109
Covington Capital Management
California
$32K – – –
VFA
110
Valeo Financial Advisors
Indiana
$31K – – –
WOC
111
West Oak Capital
California
$29K – – –
LIA
112
LS Investment Advisors
Michigan
$22K – – –
CFG
113
Citizens Financial Group
Rhode Island
$19K – – –
GWM
114
Geneos Wealth Management
Colorado
$19K – – –
JFA
115
JNBA Financial Advisors
Minnesota
$18K – – –
Deutsche Bank
116
Deutsche Bank
Germany
$18K +$18K +401 New
LFG
117
Larson Financial Group
Missouri
$17K – – –
SFSG
118
Stearns Financial Services Group
North Carolina
$16K -$19.9K -459 -55%
CTC
119
Central Trust Company
Missouri
$15K – – –
PP
120
PrairieView Partners
Minnesota
$14K – – –
Franklin Resources
121
Franklin Resources
California
$14K +$14K +300 New
LWM
122
Lenox Wealth Management
Ohio
$13K – – –
LWM
123
Liberty Wealth Management
California
$13K – – –
KFS
124
Kelly Financial Services
Massachusetts
$12.7K – – –
FHA
125
Flagship Harbor Advisors
Massachusetts
$11K +$11K +250 New
3 4
5
6 7