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iShares Future Exponential Technologies ETF

98 hedge funds and large institutions have $1.93B invested in iShares Future Exponential Technologies ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $1.75B → $1.93B (+$182M)

5% more funds holding

Funds holding: 9398 (+5)

1.74% less ownership

Funds ownership: 82.58%80.84% (-1.7%)

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
17
Increased
26
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.35M -$144K -3,959 -6%
Jane Street
27
Jane Street
New York
$2.08M +$2M +54,853 New
RCG
28
Ruggie Capital Group
Florida
$1.95M -$702K -19,274 -27%
CT
29
Coastline Trust
Rhode Island
$1.67M -$14.2K -390 -0.9%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.6M -$3.13K -86 -0.2%
GWM
31
Geneos Wealth Management
Colorado
$1.6M -$2.63M -72,186 -63%
RJA
32
Raymond James & Associates
Florida
$1.51M +$315K +8,638 +28%
SPC
33
Sigma Planning Corp
Michigan
$1.51M -$5.68K -156 -0.4%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.36M -$537K -14,755 -29%
MC
35
Mathes Company
New York
$1.3M
VNA
36
Valley National Advisers
Pennsylvania
$1.2M -$103K -2,835 -8%
GIA
37
Gladstone Institutional Advisory
Florida
$1.12M +$28.7K +787 +3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.09M -$842K -23,135 -45%
CS
39
Comerica Securities
Michigan
$1.07M -$987K -27,093 -49%
IWM
40
IHT Wealth Management
Illinois
$924K +$336K +9,230 +61%
Prudential Financial
41
Prudential Financial
New Jersey
$829K -$953K -26,163 -55%
Stifel Financial
42
Stifel Financial
Missouri
$763K -$212K -5,815 -22%
HighTower Advisors
43
HighTower Advisors
Illinois
$546K -$17.4K -479 -3%
SFI
44
SPC Financial Inc
Maryland
$532K +$2.19K +60 +0.4%
GEA
45
Glen Eagle Advisors
New Jersey
$506K +$31.7K +870 +7%
Creative Planning
46
Creative Planning
Kansas
$501K +$21.1K +579 +5%
CCM
47
Check Capital Management
California
$425K
BFWA
48
Benchmark Financial Wealth Advisors
Florida
$414K +$43.2K +1,186 +12%
AFA
49
American Financial Advisors
Georgia
$412K -$5.77M -158,369 -94%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$380K

XT Hedge Fund Activity: Q1 2019 in Review

98 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2019, worth a combined $1.93B — up 10% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 10 closed out — a net gain of 7 holders — while 26 added to existing stakes and 38 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $21.6M. The largest seller was Envestnet Asset Management, cutting an estimated $38.3M.

  • 98 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2019, up from 93 in Q4 2018.
  • Funds reported $1.93B of iShares Future Exponential Technologies ETF stock for Q1 2019, up 10% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2019 and 10 closed out, a net change of +7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $21.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $38.3M sold.

Based on aggregated 13F filings for Q1 2019.