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iShares Future Exponential Technologies ETF

63 hedge funds and large institutions have $1.15B invested in iShares Future Exponential Technologies ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $1.08B → $1.15B (+$65.1M)

3% more funds holding

Funds holding: 6163 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.05% less ownership

Funds ownership: 79.09%78.04% (-1.1%)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
33
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
51
Glenmede Trust
Pennsylvania
$35K
BTIS
52
BB&T Investment Services
North Carolina
$17K +$11.6K +330 +258%
LWM
53
Lenox Wealth Management
Ohio
$11K
Simplex Trading
54
Simplex Trading
Illinois
$10K +$10.5K +300 New
SIS
55
Sound Income Strategies
Florida
$8K +$7.54K +215 New
WTB
56
Washington Trust Bank
Washington
$7K +$7.01K +200 New
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K -$4.45K -127 -47%
RE
58
RBC Europe
United Kingdom
$2.83K
AIM
59
Advantage Investment Management
Iowa
$2K
UBS Group
60
UBS Group
Switzerland
$2K
IWM
61
IHT Wealth Management
Illinois
$2K +$946 +27 +79%
KF
62
Krilogy Financial
Missouri
$1K
PCG
63
Private Capital Group
Connecticut
$54 +$70.1K +2,000 New
CCMG
64
Clark Capital Management Group
Pennsylvania
-$5.13M -149,424 Closed
Jane Street
65
Jane Street
New York
-$2.88M -83,749 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$2.44M -71,103 Closed
CAG
67
Csenge Advisory Group
Florida
-$687K -20,003 Closed
AGM
68
Alpine Global Management
New York
-$582K -16,929 Closed
FA
69
FDx Advisors
Illinois
-$357K -10,394 Closed
US Bancorp
70
US Bancorp
Minnesota
-$43K -1,259 Closed
WOC
71
West Oak Capital
California
-$10.3K -300 Closed
LC
72
Landaas & Company
Wisconsin
-$10K -292 Closed
GRP
73
Global Retirement Partners
California
-$5K -151 Closed
Citigroup
74
Citigroup
New York
-$2K -45 Closed

XT Hedge Fund Activity: Q4 2017 in Review

63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2017, worth a combined $1.15B — up 6% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XT positions and 11 closed out — a net gain of 2 holders — while 33 added to existing stakes and 8 trimmed.

The largest buyer was Donoghue Forlines, opening a new position worth an estimated $19.1M. The largest seller was Edelman Financial Services, cutting an estimated $5.8M.

  • 63 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2017, up from 61 in Q3 2017.
  • Funds reported $1.15B of iShares Future Exponential Technologies ETF stock for Q4 2017, up 6% quarter-over-quarter.
  • 13 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2017 and 11 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2017 was Donoghue Forlines, an estimated $19.1M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2017 was Edelman Financial Services, an estimated $5.8M sold.

Based on aggregated 13F filings for Q4 2017.