iShares Future Exponential Technologies ETF
36 hedge funds and large institutions have $890M invested in iShares Future Exponential Technologies ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more funds holding
Funds holding: 28 → 36 (+8)
15% more capital invested
Capital invested by funds: $772M → $890M (+$118M)
3.71% less ownership
Funds ownership: 94.54% → 90.83% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$23.8M |
| 2 |
MP
Manifold Partners
San Francisco,
California
|
+$6.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.37M |
| 4 |
Jane Street
New York
|
+$2.99M |
| 5 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$11.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$104K |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$94.8K |
| 4 |
WOC
West Oak Capital
Westlake Village,
California
|
-$14.3K |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DBT
26
Dubuque Bank & Trust
Dubuque,
Iowa
| $23K | – | – | – |
|
|
WOC
27
West Oak Capital
Westlake Village,
California
| $11.9K | -$14.3K | -500 | -56% |
|
|
LWM
28
Lenox Wealth Management
Cincinnati,
Ohio
| $9K | – | – | – |
|
|
SSB
29
Sandy Spring Bank
Olney,
Maryland
| $9K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $4K | +$4.32K | +151 | New |
|
|
31
UBS Group
Zurich,
Switzerland
| $2K | -$104K | -3,649 | -98% |
|
|
AIM
32
Advantage Investment Management
Cedar Rapids,
Iowa
| $2K | +$1.83K | +64 | New |
|
33
Citigroup
New York
| $1K | – | – | – |
|
|
KF
34
Krilogy Financial
St. Louis,
Missouri
| $1K | – | – | – |
|
|
BWA
35
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$11K | -403 | Closed |
|
|
NFG
36
Next Financial Group
Houston,
Texas
| – | -$5K | -200 | Closed |
|
XT Hedge Fund Activity: Q1 2017 in Review
36 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2017, worth a combined $890M — up 15% from $772M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XT positions and 2 closed out — a net gain of 8 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $23.8M. The largest seller was Edelman Financial Services, cutting an estimated $11.4M.
- 36 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2017, up from 28 in Q4 2016.
- Funds reported $890M of iShares Future Exponential Technologies ETF stock for Q1 2017, up 15% quarter-over-quarter.
- 10 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2017 and 2 closed out, a net change of +8 holders.
- The largest iShares Future Exponential Technologies ETF buyer in Q1 2017 was Horizon Investments, an estimated $23.8M added.
- The largest iShares Future Exponential Technologies ETF seller in Q1 2017 was Edelman Financial Services, an estimated $11.4M sold.
Based on aggregated 13F filings for Q1 2017.