iShares Future Exponential Technologies ETF
26 hedge funds and large institutions have $595M invested in iShares Future Exponential Technologies ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
44% more funds holding
Funds holding: 18 → 26 (+8)
2% more capital invested
Capital invested by funds: $583M → $595M (+$11.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.59% less ownership
Funds ownership: 94.37% → 91.78% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$703K |
| 2 |
Goldman Sachs
New York
|
+$596K |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$429K |
| 4 |
LPL Financial
San Diego,
California
|
+$262K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$30.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$18K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $1K | – | – | – |
|
|
27
UBS Group
Zurich,
Switzerland
| – | -$18K | -783 | Closed |
|
XT Hedge Fund Activity: Q4 2015 in Review
26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2015, worth a combined $595M — up 2% from $583M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XT positions and 1 closed out — a net gain of 8 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $703K. The largest seller was Edelman Financial Services, cutting an estimated $30.9M.
- 26 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2015, up from 18 in Q3 2015.
- Funds reported $595M of iShares Future Exponential Technologies ETF stock for Q4 2015, up 2% quarter-over-quarter.
- 9 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2015 and 1 closed out, a net change of +8 holders.
- The largest iShares Future Exponential Technologies ETF buyer in Q4 2015 was HighTower Advisors, an estimated $703K added.
- The largest iShares Future Exponential Technologies ETF seller in Q4 2015 was Edelman Financial Services, an estimated $30.9M sold.
Based on aggregated 13F filings for Q4 2015.