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iShares Future Exponential Technologies ETF

129 hedge funds and large institutions have $1.5B invested in iShares Future Exponential Technologies ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 130129 (-1)

2.97% less ownership

Funds ownership: 80.38%77.41% (-3%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

32% less capital invested

Capital invested by funds: $2.2B → $1.5B (-$701M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
2.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
39
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.7M -$667K -16,322 -18%
EPWM
27
Essex Private Wealth Management
Massachusetts
$2.63M +$182K +4,451 +6%
Citadel Advisors
28
Citadel Advisors
Florida
$2.46M -$2.84M -69,474 -50%
Wells Fargo
29
Wells Fargo
California
$2.4M -$645K -15,777 -19%
CT
30
Coastline Trust
Rhode Island
$2.33M +$137K +3,350 +5%
PAG
31
Private Advisor Group
New Jersey
$2.08M -$434K -10,612 -15%
MIAN
32
Mariner Independent Advisor Network
Kansas
$1.77M +$498K +12,194 +31%
IWM
33
IHT Wealth Management
Illinois
$1.68M +$378K +9,255 +24%
RJA
34
Raymond James & Associates
Florida
$1.65M -$96.6K -2,364 -5%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.6M +$1.83M +44,776 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.55M -$247K -6,056 -12%
AMC
37
Asset Management Corp
Illinois
$1.49M +$817 +20 +0%
Goldman Sachs
38
Goldman Sachs
New York
$1.48M +$1.7M +41,600 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$1.41M -$44.3K -1,083 -3%
BCM
40
Barometer Capital Management
Ontario, Canada
$1.14M -$216K -5,295 -14%
MC
41
Mathes Company
New York
$1.07M -$20.4K -500 -2%
SPC
42
Sigma Planning Corp
Michigan
$1.05M -$296K -7,233 -20%
VNA
43
Valley National Advisers
Pennsylvania
$1.03M -$45.9K -1,124 -4%
AC
44
AlphaCore Capital
California
$998K +$58.8K +1,440 +5%
SWIG
45
Strategic Wealth Investment Group
Kentucky
$937K +$12.1K +297 +1%
NA
46
NewEdge Advisors
Louisiana
$907K +$555K +13,587 +114%
GIA
47
Gladstone Institutional Advisory
Florida
$892K +$48.6K +1,190 +5%
SPIA
48
Steward Partners Investment Advisory
New York
$851K +$2.08K +51 +0.2%
OPS
49
Orion Portfolio Solutions
Nebraska
$554K -$686K -16,778 -52%
BCM
50
Brookstone Capital Management
Illinois
$542K +$76.6K +1,875 +14%

XT Hedge Fund Activity: Q1 2020 in Review

129 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2020, worth a combined $1.5B — down 32% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XT positions and 14 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $13.6M. The largest seller was Financial Engines Advisors, cutting an estimated $347M.

  • 129 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $1.5B of iShares Future Exponential Technologies ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 16 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2020 and 14 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2020 was Mirae Asset Global Investments, an estimated $13.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2020 was Financial Engines Advisors, an estimated $347M sold.

Based on aggregated 13F filings for Q1 2020.