iShares Future Exponential Technologies ETF
61 hedge funds and large institutions have $1.08B invested in iShares Future Exponential Technologies ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 1 closing their positions.
1,600% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 1
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more funds holding
Funds holding: 46 → 61 (+15)
16% more capital invested
Capital invested by funds: $935M → $1.08B (+$147M)
7.77% less ownership
Funds ownership: 86.86% → 79.09% (-7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.44M |
| 3 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
+$6.37M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.48M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$1.71M |
| 2 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$421K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$264K |
| 4 |
AGM
Alpine Global Management
New York
|
-$85.8K |
| 5 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWM
51
Lenox Wealth Management
Cincinnati,
Ohio
| $10K | – | – | – |
|
|
LC
52
Landaas & Company
Milwaukee,
Wisconsin
| $10K | +$9.66K | +292 | New |
|
53
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $9K | +$9K | +272 | New |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| $5K | – | – | – |
|
|
BTIS
55
BB&T Investment Services
Charlotte,
North Carolina
| $4K | +$4.23K | +128 | New |
|
|
RE
56
RBC Europe
London,
United Kingdom
| $2.75K | +$2.65K | +80 | New |
|
|
57
UBS Group
Zurich,
Switzerland
| $2K | -$264K | -7,989 | -99% |
|
|
AIM
58
Advantage Investment Management
Cedar Rapids,
Iowa
| $2K | -$132 | -4 | -6% |
|
59
Citigroup
New York
| $2K | – | – | – |
|
|
IWM
60
IHT Wealth Management
Chicago,
Illinois
| $1K | – | – | – |
|
|
KF
61
Krilogy Financial
St. Louis,
Missouri
| $1K | – | – | – |
|
|
BWA
62
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$12K | -406 | Closed |
|
XT Hedge Fund Activity: Q3 2017 in Review
61 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2017, worth a combined $1.08B — up 16% from $935M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XT positions and 1 closed out — a net gain of 16 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was Ameriprise, adding an estimated $28.9M. The largest seller was Horizon Investments, cutting an estimated $1.71M.
- 61 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2017, up from 46 in Q2 2017.
- Funds reported $1.08B of iShares Future Exponential Technologies ETF stock for Q3 2017, up 16% quarter-over-quarter.
- 17 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2017 and 1 closed out, a net change of +16 holders.
- The largest iShares Future Exponential Technologies ETF buyer in Q3 2017 was Ameriprise, an estimated $28.9M added.
- The largest iShares Future Exponential Technologies ETF seller in Q3 2017 was Horizon Investments, an estimated $1.71M sold.
Based on aggregated 13F filings for Q3 2017.