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iShares Future Exponential Technologies ETF

63 hedge funds and large institutions have $1.15B invested in iShares Future Exponential Technologies ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $1.08B → $1.15B (+$65.1M)

3% more funds holding

Funds holding: 6163 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.05% less ownership

Funds ownership: 79.09%78.04% (-1.1%)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
33
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$1.41M +$1.39M +39,715 New
MC
27
Mathes Company
New York
$1.21M +$256K +7,300 +27%
AI
28
Atria Investments
North Carolina
$1.14M +$49.6K +1,414 +5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$833K +$255K +7,266 +45%
VNA
30
Valley National Advisers
Pennsylvania
$785K +$15.8K +451 +2%
CT
31
Coastline Trust
Rhode Island
$638K +$59.9K +1,710 +11%
IA
32
IFP Advisors
Florida
$597K +$18.2K +519 +3%
RJA
33
Raymond James & Associates
Florida
$594K +$251K +7,159 +75%
CIC
34
Cornercap Investment Counsel
Georgia
$553K -$1.05K -30 -0.2%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$506K -$115K -3,272 -19%
SFI
36
SPC Financial Inc
Maryland
$483K +$36.1K +1,030 +8%
CCM
37
Check Capital Management
California
$454K +$193K +5,500 +75%
CA
38
Cetera Advisors
Colorado
$315K +$309K +8,818 New
Creative Planning
39
Creative Planning
Kansas
$296K -$31.1K -886 -10%
WWM
40
Willingdon Wealth Management
North Carolina
$288K +$285K +8,118 New
GEA
41
Glen Eagle Advisors
New Jersey
$256K +$90.2K +2,573 +55%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$219K +$137K +3,906 +170%
PS
43
Portfolio Strategies
New York
$205K +$203K +5,786 New
NFG
44
NewFocus Financial Group
Washington
$200K +$198K +5,655 New
SG Americas Securities
45
SG Americas Securities
New York
$125K +$123K +3,513 New
SWP
46
Stratos Wealth Partners
Ohio
$85K +$84.5K +2,411 New
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$64K +$31.5K +900 +100%
SSB
48
Sandy Spring Bank
Maryland
$58K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$53K
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.5K

XT Hedge Fund Activity: Q4 2017 in Review

63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2017, worth a combined $1.15B — up 6% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XT positions and 11 closed out — a net gain of 2 holders — while 33 added to existing stakes and 8 trimmed.

The largest buyer was Donoghue Forlines, opening a new position worth an estimated $19.1M. The largest seller was Edelman Financial Services, cutting an estimated $5.8M.

  • 63 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2017, up from 61 in Q3 2017.
  • Funds reported $1.15B of iShares Future Exponential Technologies ETF stock for Q4 2017, up 6% quarter-over-quarter.
  • 13 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2017 and 11 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2017 was Donoghue Forlines, an estimated $19.1M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2017 was Edelman Financial Services, an estimated $5.8M sold.

Based on aggregated 13F filings for Q4 2017.