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iShares Exponential Technologies ETF
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Overview Fund Activity

184 hedge funds and large institutions have $2.31B invested in iShares Exponential Technologies ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
184
Holders Change
+28
Holders Change %
+17.95%
% of All Funds
3.26%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
42
Increased
66
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$12.9M
2
UBS Group
2
UBS Group
Switzerland
$17.9M
3
FI
3
FormulaFolio Investments
Michigan
$6.06M
4
CGA
4
Crescent Grove Advisors
Illinois
$8.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$29.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.56B
3
BCI
3
Brinker Capital Investments
Pennsylvania
$95.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$138K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$57.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.56B 27,270,716 -498,672 -2%
BCI
2
Brinker Capital Investments
Pennsylvania
$95.8M 1,674,390 -494,551 -23%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$86.2M 1,506,041 -45,990 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$57.9M 1,011,209 -208,086 -17%
Bank of America
5
Bank of America
North Carolina
$45.6M 796,211 +44,239 +6%
Wells Fargo
6
Wells Fargo
California
$31.8M 554,797 +355 +0.1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$29.6M 517,768 +93,530 +22%
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$25.4M 443,623 -21,835 -5%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$23.3M 407,300 +86,900 +27%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$20.5M 358,633 +459 +0.1%
Morgan Stanley
11
Morgan Stanley
New York
$19.1M 333,803 +61,293 +22%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$19.1M 333,573 +5,971 +2%
Ameriprise
13
Ameriprise
Minnesota
$18.7M 328,454 +60,063 +22%
SW
14
SVB Wealth
Massachusetts
$18.3M 319,345 -27,908 -8%
UBS Group
15
UBS Group
Switzerland
$17.9M 312,500 +188,813 +153%
CIAS
16
CFS Investment Advisory Services
New Jersey
$12.9M 226,166 +226,166 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$12.3M 215,226 -11,453 -5%
TFA
18
Tobias Financial Advisors
Florida
$11.1M 193,153 +573 +0.3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10.6M 184,683 +27,821 +18%
BPB
20
Badgley, Phelps & Bell
Washington
$10.1M 177,270 +14,896 +9%
CGA
21
Crescent Grove Advisors
Illinois
$8.8M 153,615 +100,367 +188%
LPL Financial
22
LPL Financial
California
$7.85M 137,105 +19,762 +17%
CT
23
Coastline Trust
Rhode Island
$7.69M 134,405 +10,190 +8%
RJA
24
Raymond James & Associates
Florida
$7.48M 130,660 +13,385 +11%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$6.89M 120,436 +5,770 +5%
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