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iShares Exponential Technologies ETF
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Overview Fund Activity

26 hedge funds and large institutions have $595M invested in iShares Exponential Technologies ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
11
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$1.97M
2
Goldman Sachs
Goldman Sachs
New York
$598K
3
VNA
Valley National Advisers
Pennsylvania
$1.15M
4
LPL Financial
LPL Financial
California
$530K
5
Bank of America
Bank of America
North Carolina
$1.05M

Top Sellers

1
EFS
Edelman Financial Services
Virginia
$588M
2
UBS Group
UBS Group
Switzerland
$0
3
TRCT
Tower Research Capital (TRC)
New York
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$588M -$31M -1,249,759 -5%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.97M +$708K +28,396 +56%
VNA
3
Valley National Advisers
Pennsylvania
$1.15M +$430K +17,339 +60%
Bank of America
4
Bank of America
North Carolina
$1.05M +$133K +5,352 +14%
Goldman Sachs
5
Goldman Sachs
New York
$598K +$598K +24,067 New
LPL Financial
6
LPL Financial
California
$530K +$258K +10,570 +95%
Jane Street
7
Jane Street
New York
$363K +$45.7K +1,843 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$238K +$56.4K +2,266 +31%
Morgan Stanley
9
Morgan Stanley
New York
$184K +$100K +4,043 +119%
MLIC
10
Mandatum Life Insurance Company
Finland
$85K +$85K +3,400 New
IA
11
IFP Advisors
Florida
$43K +$43K +1,750 New
SSB
12
Sandy Spring Bank
Maryland
$36K – – –
HFM
13
Hartford Financial Management
Connecticut
$29K +$29K +1,168 New
GT
14
Glenmede Trust
Pennsylvania
$24K – – –
MFS
15
MSI Financial Services
Massachusetts
$17K +$14K +577 +462%
PSI
16
Pinnacle Summer Investments
Virginia
$13K +$11.3K +458 +645%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$11K +$5.48K +226 +99%
BWA
18
Burt Wealth Advisors
Maryland
$9K +$68 +3 +0.8%
UFA
19
US Financial Advisors
Massachusetts
$9K +$9K +376 New
AIG
20
American International Group
New York
$7K +$7K +300 New
LWM
21
Lenox Wealth Management
Ohio
$7K +$7K +300 New
Wells Fargo
22
Wells Fargo
California
$4K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$2K -$820 -41 -29%
Creative Planning
24
Creative Planning
Kansas
$2K +$2K +69 New
KF
25
Krilogy Financial
Missouri
$2K +$2K +96 New
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