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iShares Future Exponential Technologies ETF

84 hedge funds and large institutions have $3.49B invested in iShares Future Exponential Technologies ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

102% more capital invested

Capital invested by funds: $1.72B → $3.49B (+$1.77B)

65.1% more ownership

Funds ownership: 76.51%141.62% (+65%)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more funds holding

Funds holding: 7584 (+9)

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
32
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$2.28M -$1.72M -45,247 -43%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$2.13M +$1.38M +36,371 +197%
Stifel Financial
28
Stifel Financial
Missouri
$2.1M -$128K -3,379 -6%
RCG
29
Ruggie Capital Group
Florida
$2.08M -$163K -4,297 -7%
WI
30
Wintrust Investments
Illinois
$1.89M +$1.85M +48,755 New
SPC
31
Sigma Planning Corp
Michigan
$1.61M -$20.6K -543 -1%
CT
32
Coastline Trust
Rhode Island
$1.49M +$332K +8,745 +29%
VNA
33
Valley National Advisers
Pennsylvania
$1.35M +$166K +4,379 +14%
MC
34
Mathes Company
New York
$1.32M -$26.6K -700 -2%
RJA
35
Raymond James & Associates
Florida
$1.06M +$166K +4,358 +19%
IA
36
IFP Advisors
Florida
$1M +$169K +4,460 +21%
Prudential Financial
37
Prudential Financial
New Jersey
$916K +$467K +12,282 +108%
CA
38
Cetera Advisors
Colorado
$659K +$43.3K +1,139 +7%
HighTower Advisors
39
HighTower Advisors
Illinois
$574K -$3.09M -81,268 -85%
WWM
40
Willingdon Wealth Management
North Carolina
$568K +$104K +2,730 +23%
SFI
41
SPC Financial Inc
Maryland
$543K -$5.89K -155 -1%
Creative Planning
42
Creative Planning
Kansas
$525K -$20.4K -537 -4%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$477K +$468K +12,326 New
CCM
44
Check Capital Management
California
$469K
GEA
45
Glen Eagle Advisors
New Jersey
$462K +$42.7K +1,125 +10%
S
46
SignatureFD
Georgia
$461K
HSBC Holdings
47
HSBC Holdings
United Kingdom
$387K
VAM
48
Visionary Asset Management
Texas
$369K +$362K +9,533 New
William Blair & Company
49
William Blair & Company
Illinois
$358K
Brown Advisory
50
Brown Advisory
Maryland
$350K +$344K +9,050 New

XT Hedge Fund Activity: Q3 2018 in Review

84 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2018, worth a combined $3.49B — up 102% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 14 closed out — a net gain of 9 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.58B. The largest seller was Horizon Investments, exiting entirely with an estimated $26M sold.

  • 84 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2018, up from 75 in Q2 2018.
  • Funds reported $3.49B of iShares Future Exponential Technologies ETF stock for Q3 2018, up 102% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2018 and 14 closed out, a net change of +9 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.58B added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2018 was Horizon Investments, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2018.