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iShares Future Exponential Technologies ETF

103 hedge funds and large institutions have $2.04B invested in iShares Future Exponential Technologies ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $1.93B → $2.04B (+$114M)

5% more funds holding

Funds holding: 98103 (+5)

1.73% more ownership

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

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
14
Increased
37
Reduced
31
Closed
7
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
$2.68M +$286K +7,527 +12%
CT
27
Coastline Trust
Rhode Island
$1.95M +$257K +6,760 +15%
RJA
28
Raymond James & Associates
Florida
$1.74M +$207K +5,440 +14%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$1.62M -$3.08K -81 -0.2%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.58M +$198K +5,195 +15%
SPC
31
Sigma Planning Corp
Michigan
$1.55M +$17.5K +459 +1%
GWM
32
Geneos Wealth Management
Colorado
$1.52M -$102K -2,685 -6%
MC
33
Mathes Company
New York
$1.32M
IWM
34
IHT Wealth Management
Illinois
$1.21M +$264K +6,933 +29%
VNA
35
Valley National Advisers
Pennsylvania
$1.2M -$17.9K -472 -1%
Jane Street
36
Jane Street
New York
$1.04M -$1.06M -27,972 -51%
CS
37
Comerica Securities
Michigan
$1.01M -$81.2K -2,135 -8%
GIA
38
Gladstone Institutional Advisory
Florida
$1M -$136K -3,564 -12%
Prudential Financial
39
Prudential Financial
New Jersey
$933K +$89.6K +2,357 +11%
Stifel Financial
40
Stifel Financial
Missouri
$681K -$93.8K -2,467 -12%
SPIA
41
Steward Partners Investment Advisory
New York
$571K +$564K +14,820 New
GEA
42
Glen Eagle Advisors
New Jersey
$569K +$54.8K +1,440 +11%
HighTower Advisors
43
HighTower Advisors
Illinois
$561K +$4.64K +122 +0.8%
SFI
44
SPC Financial Inc
Maryland
$540K +$380 +10 +0.1%
Creative Planning
45
Creative Planning
Kansas
$516K +$7.61K +200 +2%
BFWA
46
Benchmark Financial Wealth Advisors
Florida
$471K +$50.3K +1,323 +12%
CAN
47
Cetera Advisor Networks
California
$423K +$417K +10,959 New
BCM
48
Brookstone Capital Management
Illinois
$399K +$93.7K +2,464 +31%
CCM
49
Check Capital Management
California
$393K -$38K -1,000 -9%
CAM
50
Concorde Asset Management
Michigan
$389K +$53K +1,394 +16%

XT Hedge Fund Activity: Q2 2019 in Review

103 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2019, worth a combined $2.04B — up 5.9% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XT positions and 7 closed out — a net gain of 7 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $128M. The largest seller was Financial Engines Advisors, cutting an estimated $29.6M.

  • 103 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2019, up from 98 in Q1 2019.
  • Funds reported $2.04B of iShares Future Exponential Technologies ETF stock for Q2 2019, up 5.9% quarter-over-quarter.
  • 14 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2019 and 7 closed out, a net change of +7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2019 was Brinker Capital Investments, an estimated $128M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2019 was Financial Engines Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2019.