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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 %
PCIA
126
Prime Capital Investment Advisors
Kansas
$8K – – –
PCG
127
Private Capital Group
Connecticut
$6K – – –
PA
128
Parallel Advisors
California
$5K +$5K +120 New
AWM
129
AllSquare Wealth Management
New York
$4K – – –
LWANC
130
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K -$1.39K -34 -41%
RWG
131
Regal Wealth Group
California
$1K +$1K +30 New
WIM
132
Westside Investment Management
California
$4 – +1 +1%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
– -$2.76M -77,438 Closed
Citadel Advisors
134
Citadel Advisors
Florida
– -$2.46M -69,003 Closed
Goldman Sachs
135
Goldman Sachs
New York
– -$1.48M -41,600 Closed
JFGLC
136
Johnson Financial Group LLC (Colorado)
Colorado
– -$345K -9,678 Closed
BFWA
137
Benchmark Financial Wealth Advisors
Florida
– -$207K -5,810 Closed
CAN
138
Claraphi Advisory Network
United States
– -$97K -2,734 Closed
CAC
139
Certified Advisory Corp
Florida
– -$49K -1,379 Closed
AIC
140
Ameritas Investment Company
Nebraska
– -$41K -1,198 Closed
RFM
141
Royal Fund Management
Florida
– -$39K -1,101 Closed
WAP
142
Wealthcare Advisory Partners
Pennsylvania
– -$37K -1,042 Closed
ASN
143
Advisory Services Network
Georgia
– -$26K -736 Closed
NFG
144
Next Financial Group
Texas
– -$25K -704 Closed
APA
145
American Portfolios Advisors
New York
– -$25K -702 Closed
AF
146
Allworth Financial
California
– -$13K -363 Closed
MAM
147
Meeder Asset Management
Ohio
– -$7K -198 Closed
SWA
148
Stratos Wealth Advisors
Ohio
– -$4K -112 Closed
DI
149
Disciplined Investments
Oklahoma
– -$3K -84 Closed
RCG
150
Ruggie Capital Group
Florida
– -$1K -37 Closed
3 4 5
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