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iShares Exponential Technologies ETF
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Overview Fund Activity

30 hedge funds and large institutions have $745M invested in iShares Exponential Technologies ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
8
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFS
Edelman Financial Services
Virginia
$734M
2
AG
Advisor Group
Arizona
$2.42M
3
VKH
Virtu KCG Holdings
New York
$742K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$859K
5
RCG
Ruggie Capital Group
Florida
$816K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
OMC
Old Mission Capital
Illinois
$0
3
VNA
Valley National Advisers
Pennsylvania
$964K
4
UBS Group
UBS Group
Switzerland
$0
5
Goldman Sachs
Goldman Sachs
New York
$347K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$734M +$13.6M +513,712 +2%
AG
2
Advisor Group
Arizona
$2.42M +$2.41M +91,400 +45,700%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.24M +$103K +3,918 +5%
VNA
4
Valley National Advisers
Pennsylvania
$964K -$57.8K -2,186 -6%
LPL Financial
5
LPL Financial
California
$937K -$13.8K -525 -1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$859K +$545K +20,620 +173%
RCG
7
Ruggie Capital Group
Florida
$816K +$478K +15,756 +141%
VKH
8
Virtu KCG Holdings
New York
$742K +$742K +28,077 New
Bank of America
9
Bank of America
North Carolina
$647K +$142K +5,381 +28%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$364K +$41.5K +1,570 +13%
Goldman Sachs
11
Goldman Sachs
New York
$347K -$39.6K -1,501 -10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$220K +$220K +8,336 New
Creative Planning
13
Creative Planning
Kansas
$51K +$11.4K +427 +29%
Morgan Stanley
14
Morgan Stanley
New York
$33K -$10.6K -398 -24%
GT
15
Glenmede Trust
Pennsylvania
$26K – – –
WOC
16
West Oak Capital
California
$23.8K +$23.8K +900 New
MFS
17
MSI Financial Services
Massachusetts
$23K +$23K +879 New
DBT
18
Dubuque Bank & Trust
Iowa
$21K +$21K +780 New
IA
19
IFP Advisors
Florida
$20K -$26.7K -1,000 -57%
IWM
20
Integrated Wealth Management
California
$18K – – –
BWA
21
Burt Wealth Advisors
Maryland
$10K -$25 -1 -0.2%
SSB
22
Sandy Spring Bank
Maryland
$8K -$31.2K -1,171 -80%
LWM
23
Lenox Wealth Management
Ohio
$8K – – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$6K – – –
NFG
25
Next Financial Group
Texas
$5K +$5K +200 New
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