XT icon

iShares Exponential Technologies ETF
XT

Overview Fund Activity

110 hedge funds and large institutions have $2.01B invested in iShares Exponential Technologies ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
20
Increased
36
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.63B
2
EWA
2
EP Wealth Advisors
California
$9.95M
3
Bank of America
3
Bank of America
North Carolina
$24.7M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$134M
5
PAG
5
Private Advisor Group
New Jersey
$2.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.5M
3
DF
3
Donoghue Forlines
Massachusetts
$0
4
CFGS
4
Concourse Financial Group Securities
Alabama
$46K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.63B 42,132,506 +405,595 +1%
BCI
2
Brinker Capital Investments
Pennsylvania
$134M 3,454,505 +92,947 +3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$44.6M 1,153,758 +5,958 +0.5%
Bank of America
4
Bank of America
North Carolina
$24.7M 638,634 +107,084 +20%
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$14.4M 371,572 -5,435 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13M 336,126 -538,345 -62%
Morgan Stanley
7
Morgan Stanley
New York
$12.8M 332,360 +1,801 +0.5%
RW
8
REDW Wealth
New Mexico
$10.9M 282,184 -6,140 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.5M 272,124 +3,873 +1%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$10.5M 270,400 -537,000 -67%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.4M 268,682 +1,526 +0.6%
Ameriprise
12
Ameriprise
Minnesota
$10.3M 266,084 +10,131 +4%
EWA
13
EP Wealth Advisors
California
$9.95M 257,479 +257,479 New
PFG
14
Pacific Financial Group
Washington
$7.85M 203,492 -94,918 -32%
LPL Financial
15
LPL Financial
California
$4.43M 114,671 +658 +0.6%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$4.24M 109,682 +2,380 +2%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.67M 94,807 -78,933 -45%
AG
18
Advisor Group
Arizona
$3.47M 89,773 +2,485 +3%
Wells Fargo
19
Wells Fargo
California
$3.12M 80,565 +202 +0.3%
Jane Street
20
Jane Street
New York
$3.11M 80,380 +53,499 +199%
WI
21
Wintrust Investments
Illinois
$3.04M 78,554 +1,791 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.99M 77,201 -13,436 -15%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2.77M 43,804 – –
PAG
24
Private Advisor Group
New Jersey
$2.6M 64,288 +64,288 New
Citadel Advisors
25
Citadel Advisors
Florida
$2.55M 66,011 +66,011 New
1
2 3 4 5