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iShares Future Exponential Technologies ETF

46 hedge funds and large institutions have $935M invested in iShares Future Exponential Technologies ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

28% more funds holding

Funds holding: 3646 (+10)

5% more capital invested

Capital invested by funds: $890M → $935M (+$44.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.97% less ownership

Funds ownership: 90.83%86.86% (-4%)

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
15
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$317K +$223K +7,193 +257%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$299K +$292K +9,405 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$264K +$258K +8,295 New
Ameriprise
29
Ameriprise
Minnesota
$258K +$253K +8,132 New
UBS Group
30
UBS Group
Switzerland
$256K +$248K +7,989 +11,413%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$109K +$107K +3,440 New
GEA
32
Glen Eagle Advisors
New Jersey
$78.8K +$57.5K +1,850 New
SSB
33
Sandy Spring Bank
Maryland
$52K +$41.1K +1,322 +441%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$47K +$16.5K +531 +56%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.6K +$41.6K +1,340 New
GT
36
Glenmede Trust
Pennsylvania
$29K
US Bancorp
37
US Bancorp
Minnesota
$20K +$20K +645 New
WOC
38
West Oak Capital
California
$12.7K
BWA
39
Burt Wealth Advisors
Maryland
$12K +$12.6K +406 New
LWM
40
Lenox Wealth Management
Ohio
$10K
GRP
41
Global Retirement Partners
California
$5K
Wells Fargo
42
Wells Fargo
California
$5K +$5.13K +165 +16,500%
AIM
43
Advantage Investment Management
Iowa
$2K
IWM
44
IHT Wealth Management
Illinois
$1.67K +$1.06K +34 New
Citigroup
45
Citigroup
New York
$1K
KF
46
Krilogy Financial
Missouri
$1K +$31 +1 +5%
Citadel Advisors
47
Citadel Advisors
Florida
-$3.5M -117,887 Closed
Jane Street
48
Jane Street
New York
-$3.11M -104,631 Closed
VKH
49
Virtu KCG Holdings
New York
-$1.32M -44,367 Closed
Goldman Sachs
50
Goldman Sachs
New York
-$626K -21,076 Closed

XT Hedge Fund Activity: Q2 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2017, worth a combined $935M — up 5% from $890M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XT positions and 6 closed out — a net gain of 10 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was New England Private Wealth Advisors, opening a new position worth an estimated $3.51M. The largest seller was Edelman Financial Services, cutting an estimated $22.9M.

  • 46 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2017, up from 36 in Q1 2017.
  • Funds reported $935M of iShares Future Exponential Technologies ETF stock for Q2 2017, up 5% quarter-over-quarter.
  • 16 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2017 and 6 closed out, a net change of +10 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2017 was New England Private Wealth Advisors, an estimated $3.51M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2017 was Edelman Financial Services, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2017.