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iShares Exponential Technologies ETF
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Overview Fund Activity

133 hedge funds and large institutions have $1.91B invested in iShares Exponential Technologies ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
2.73%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
25
Increased
50
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$40.3M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$15.6M
3
Wells Fargo
Wells Fargo
California
+$13.7M
4
SW
SVB Wealth
Massachusetts
+$7.09M
5
BPB
Badgley, Phelps & Bell
Washington
+$6.84M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$57.6M
2
FTUS
Flow Traders U.S.
New York
-$8.14M
3
RW
REDW Wealth
New Mexico
-$4.31M
4
BCI
Brinker Capital Investments
Pennsylvania
-$3.93M
5
MML Investors Services
MML Investors Services
Massachusetts
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.4B -$57.6M -1,294,110 -4%
BCI
2
Brinker Capital Investments
Pennsylvania
$110M -$3.93M -88,363 -3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$54.4M +$4.3M +96,481 +9%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$40.3M +$40.3M +904,429 New
Bank of America
5
Bank of America
North Carolina
$31.8M +$2.14M +48,139 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$17.9M +$5.91M +132,831 +49%
Wells Fargo
7
Wells Fargo
California
$16.7M +$13.7M +307,514 +456%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.7M +$1.6M +36,002 +11%
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$15.6M +$15.6M +350,930 New
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$15.6M – – –
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$14.6M +$253K +5,676 +2%
SW
12
SVB Wealth
Massachusetts
$13.6M +$7.09M +159,205 +109%
Ameriprise
13
Ameriprise
Minnesota
$11.4M -$187K -4,212 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.8M +$4.07M +91,497 +61%
Morgan Stanley
15
Morgan Stanley
New York
$10.2M +$2.47M +55,451 +32%
TFA
16
Tobias Financial Advisors
Florida
$8.9M +$48.3K +1,085 +0.5%
BPB
17
Badgley, Phelps & Bell
Washington
$6.84M +$6.84M +153,676 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.93M +$2.55M +57,243 +75%
RJA
19
Raymond James & Associates
Florida
$5.2M +$3.14M +70,542 +152%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$5.14M +$101K +2,263 +2%
BAM
21
Beaumont Asset Management
Texas
$5.03M +$43.9K +985 +0.9%
RW
22
REDW Wealth
New Mexico
$4.87M -$4.31M -96,795 -47%
Jane Street
23
Jane Street
New York
$4.61M +$4.61M +103,617 New
LPL Financial
24
LPL Financial
California
$4.61M +$807K +18,116 +21%
SWM
25
Segment Wealth Management
Texas
$4.58M +$4.58M +102,904 New
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