We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF
XT

130 hedge funds and large institutions have $2.2B invested in iShares Future Exponential Technologies ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

18% more funds holding

Funds holding: 110 → 130 (+20)

9% more capital invested

Capital invested by funds: $2.01B → $2.2B (+$185M)

0.19% more ownership

Funds ownership: 80.19% → 80.38% (+0.19%)

Holders
130
Holders Change
+20
Holders Change %
+18.18%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
29
Increased
40
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.29M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.95M
3
PP
Prudential plc
United Kingdom
+$1.99M
4
CS
Credit Suisse
Switzerland
+$1.81M
5
FTUS
Flow Traders U.S.
New York
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$35.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10.3M
3
PFG
Pacific Financial Group
Washington
-$7.85M
4
EWA
EP Wealth Advisors
California
-$2.78M
5
Jane Street
Jane Street
New York
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$2.77M – – –
CT
27
Coastline Trust
Rhode Island
$2.65M +$319K +7,845 +14%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.12M -$283K -6,956 -12%
PP
29
Prudential plc
United Kingdom
$2.09M +$1.99M +48,800 New
RJA
30
Raymond James & Associates
Florida
$2.08M +$270K +6,630 +16%
CS
31
Credit Suisse
Switzerland
$1.9M +$1.81M +44,481 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.87M +$83.2K +2,045 +5%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1.79M +$8.95K +220 +0.5%
AMC
34
Asset Management Corp
Illinois
$1.79M +$1.71M +41,922 New
MIAN
35
Mariner Independent Advisor Network
Kansas
$1.7M +$98.5K +2,421 +6%
FTUS
36
Flow Traders U.S.
New York
$1.65M +$1.57M +38,482 New
IWM
37
IHT Wealth Management
Illinois
$1.63M +$148K +3,643 +11%
BCM
38
Barometer Capital Management
Ontario, Canada
$1.59M +$1.52M +37,300 New
SPC
39
Sigma Planning Corp
Michigan
$1.57M -$93.6K -2,299 -6%
OPS
40
Orion Portfolio Solutions
Nebraska
$1.38M +$1.32M +32,328 New
MC
41
Mathes Company
New York
$1.3M – – –
VNA
42
Valley National Advisers
Pennsylvania
$1.29M -$22K -541 -2%
AC
43
AlphaCore Capital
California
$1.14M +$1.08M +26,581 New
SWIG
44
Strategic Wealth Investment Group
Kentucky
$1.11M +$1.06M +26,002 New
GIA
45
Gladstone Institutional Advisory
Florida
$1.02M -$29.7K -730 -3%
SPIA
46
Steward Partners Investment Advisory
New York
$1.02M +$198K +4,857 +26%
CAS
47
Cascadia Advisory Services
Oregon
$980K +$933K +22,918 New
SFS
48
Sowell Financial Services
Arkansas
$895K +$852K +20,924 New
CAN
49
Cetera Advisor Networks
California
$842K +$40.7K +1,000 +5%
AI
50
Atria Investments
North Carolina
$737K -$59.9K -1,472 -8%
1
2
3 4 5

XT Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2019, worth a combined $2.2B — up 9.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new XT positions and 9 closed out — a net gain of 20 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $3.29M. The largest seller was Financial Engines Advisors, cutting an estimated $35.9M.

  • 130 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2019, up from 110 in Q3 2019.
  • Funds reported $2.2B of iShares Future Exponential Technologies ETF stock for Q4 2019, up 9.2% quarter-over-quarter.
  • 29 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $3.29M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2019 was Financial Engines Advisors, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2019.