XT icon

iShares Exponential Technologies ETF

28 hedge funds and large institutions have $772M invested in iShares Exponential Technologies ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
11
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$762M 28,459,955 +670,550 +2%
AG
2
Advisor Group
Arizona
$2.71M 101,048 +9,448 +10%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.21M 82,462 -2,308 -3%
LPL Financial
4
LPL Financial
California
$1.02M 37,704 +2,053 +6%
RCG
5
Ruggie Capital Group
Florida
$953K 35,522 +8,617 +32%
Bank of America
6
Bank of America
North Carolina
$787K 29,392 +4,920 +20%
VNA
7
Valley National Advisers
Pennsylvania
$719K 26,859 -9,626 -26%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$431K 16,063 +2,279 +17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$408K 15,241 +6,905 +83%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$251K 9,375 +9,375 New
Goldman Sachs
11
Goldman Sachs
New York
$204K 7,606 -5,550 -42%
UBS Group
12
UBS Group
Switzerland
$100K 3,719 +3,719 New
Creative Planning
13
Creative Planning
Kansas
$51K 1,918
Morgan Stanley
14
Morgan Stanley
New York
$35K 1,296 +54 +4%
IA
15
IFP Advisors
Florida
$31K 1,152 +402 +54%
GT
16
Glenmede Trust
Pennsylvania
$26K 1,000
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$25K 950 +950 New
WOC
18
West Oak Capital
California
$24.1K 900
DBT
19
Dubuque Bank & Trust
Iowa
$21K 780
BWA
20
Burt Wealth Advisors
Maryland
$11K 403 +3 +0.8%
LWM
21
Lenox Wealth Management
Ohio
$8K 300
SSB
22
Sandy Spring Bank
Maryland
$8K 300
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$7K 243 +1 +0.4%
NFG
24
Next Financial Group
Texas
$5K 200
KF
25
Krilogy Financial
Missouri
$1K 20 -77 -79%