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iShares Exponential Technologies ETF
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Overview Fund Activity

184 hedge funds and large institutions have $2.31B invested in iShares Exponential Technologies ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+28
Holders Change %
+17.95%
% of All Funds
3.26%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
42
Increased
66
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$17.9M
2
FI
FormulaFolio Investments
Michigan
$6.06M
3
CGA
Crescent Grove Advisors
Illinois
$8.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$29.6M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$23.3M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.56B
3
BCI
Brinker Capital Investments
Pennsylvania
$95.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$138K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
126
Stewardship Financial Advisors
Georgia
$230K +$40.7K +712 +22%
Stifel Financial
127
Stifel Financial
Missouri
$221K +$221K +3,853 New
Creative Planning
128
Creative Planning
Kansas
$212K +$212K +3,701 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K +$203K +3,551 New
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$203K +$203K +3,540 New
AWA
131
Arkadios Wealth Advisors
Georgia
$188K +$630 +11 +0.3%
GRP
132
Global Retirement Partners
California
$186K – – –
CF
133
Centaurus Financial
California
$186K +$24.1K +421 +15%
EIP
134
Ellis Investment Partners
Pennsylvania
$166K +$115 +2 +0.1%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$153K – – –
CWP
136
Concord Wealth Partners
Virginia
$147K +$147K +2,568 New
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$138K -$12.8M -223,253 -99%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$126K +$115 +2 +0.1%
Vontobel Holding
139
Vontobel Holding
Switzerland
$97K +$97K +1,700 New
CTFG
140
Capstone Triton Financial Group
Oklahoma
$91K +$91K +1,588 New
FPS
141
Fieldpoint Private Securities
Connecticut
$73K +$73K +1,280 New
CFGS
142
Concourse Financial Group Securities
Alabama
$71K – – –
HFM
143
Hartford Financial Management
Connecticut
$67K – – –
TWM
144
Tradition Wealth Management
Minnesota
$64K +$64K +1,118 New
COCM
145
Charter Oak Capital Management
New Hampshire
$61K +$61K +1,063 New
SSB
146
Sandy Spring Bank
Maryland
$59K -$19.1K -335 -24%
GT
147
Glenmede Trust
Pennsylvania
$57K – – –
GWM
148
Geneos Wealth Management
Colorado
$54K +$7.81K +132 +17%
CIAS
149
Capital Investment Advisory Services
North Carolina
$48K -$25.6K -452 -35%
VC
150
Vestor Capital
Illinois
$48K +$48K +835 New
4 5
6
7 8