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iShares Future Exponential Technologies ETF

75 hedge funds and large institutions have $1.72B invested in iShares Future Exponential Technologies ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 8

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 7275 (+3)

4% more capital invested

Capital invested by funds: $1.66B → $1.72B (+$68.3M)

0.7% more ownership

Funds ownership: 75.81%76.51% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
42
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$2.08M -$207K -5,652 -9%
FFS
27
Founders Financial Securities
Maryland
$1.84M -$3.23K -88 -0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.84M +$536K +14,612 +40%
SPC
29
Sigma Planning Corp
Michigan
$1.53M +$74.5K +2,030 +5%
MC
30
Mathes Company
New York
$1.26M +$29.4K +800 +2%
VNA
31
Valley National Advisers
Pennsylvania
$1.11M +$95.1K +2,592 +9%
CT
32
Coastline Trust
Rhode Island
$1.08M +$153K +4,165 +16%
RJA
33
Raymond James & Associates
Florida
$837K +$16.6K +451 +2%
IA
34
IFP Advisors
Florida
$776K +$169K +4,592 +27%
Jane Street
35
Jane Street
New York
$768K -$4.47M -121,818 -85%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$671K
CA
37
Cetera Advisors
Colorado
$576K -$77.7K -2,116 -12%
SFI
38
SPC Financial Inc
Maryland
$514K +$9.54K +260 +2%
Creative Planning
39
Creative Planning
Kansas
$511K +$241K +6,561 +87%
CCM
40
Check Capital Management
California
$438K
WWM
41
Willingdon Wealth Management
North Carolina
$433K +$78.7K +2,145 +22%
S
42
SignatureFD
Georgia
$431K +$272K +7,403 +165%
Prudential Financial
43
Prudential Financial
New Jersey
$412K +$124K +3,388 +42%
GEA
44
Glen Eagle Advisors
New Jersey
$391K +$84.9K +2,314 +27%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$362K +$367K +10,000 New
William Blair & Company
46
William Blair & Company
Illinois
$335K +$340K +9,252 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$294K +$33.3K +907 +13%
VWM
48
Venturi Wealth Management
Texas
$292K -$294K -8,010 -51%
MIH
49
Meitav Investment House
Israel
$261K +$72.5K +1,975 New
PS
50
Portfolio Strategies
New York
$205K

XT Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2018, worth a combined $1.72B — up 4.1% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XT positions and 10 closed out — a net gain of 3 holders — while 42 added to existing stakes and 8 trimmed.

The largest buyer was Edelman Financial Services, adding an estimated $35.8M. The largest seller was Manifold Partners, exiting entirely with an estimated $8.62M sold.

  • 75 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2018, up from 72 in Q1 2018.
  • Funds reported $1.72B of iShares Future Exponential Technologies ETF stock for Q2 2018, up 4.1% quarter-over-quarter.
  • 13 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2018 and 10 closed out, a net change of +3 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2018 was Edelman Financial Services, an estimated $35.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2018 was Manifold Partners, an estimated $8.62M sold.

Based on aggregated 13F filings for Q2 2018.