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iShares Future Exponential Technologies ETF

75 hedge funds and large institutions have $1.72B invested in iShares Future Exponential Technologies ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 8

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 7275 (+3)

4% more capital invested

Capital invested by funds: $1.66B → $1.72B (+$68.3M)

0.7% more ownership

Funds ownership: 75.81%76.51% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
42
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
51
West Oak Capital
California
$96K +$14.7K +400 +18%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$65K
PCG
53
Private Capital Group
Connecticut
$65K +$14.2K +386 +27%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$53K
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.5K
SSB
56
Sandy Spring Bank
Maryland
$48K
FPS
57
Fieldpoint Private Securities
Connecticut
$47K +$1.83K +50 +4%
HFM
58
Hartford Financial Management
Connecticut
$42K +$42.9K +1,168 New
APA
59
American Portfolios Advisors
New York
$39K +$21.6K +588 +120%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$35K +$18.4K +500 +106%
BCI
61
Brinker Capital Investments
Pennsylvania
$34K +$34.1K +929 New
SEI Investments
62
SEI Investments
Pennsylvania
$33K +$16.7K +455 +102%
CCM
63
Covington Capital Management
California
$26K
RFM
64
Royal Fund Management
Florida
$19K +$19.9K +542 New
LIA
65
LS Investment Advisors
Michigan
$18K +$18.4K +500 New
CF
66
Centaurus Financial
California
$17K +$17.4K +474 New
SPIA
67
Steward Partners Investment Advisory
New York
$15K +$15.3K +417 New
SIS
68
Sound Income Strategies
Florida
$8K
AWM
69
AllSquare Wealth Management
New York
$7K
PG
70
Patten Group
Tennessee
$4K
HH
71
HWG Holdings
Texas
$4K +$4.44K +121 New
UBS Group
72
UBS Group
Switzerland
$3K -$7.89K -215 -75%
RE
73
RBC Europe
United Kingdom
$2.9K
AIM
74
Advantage Investment Management
Iowa
$2K -$110 -3 -5%
BCA
75
Bay Colony Advisors
Massachusetts
$2K +$2.31K +63 New

XT Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2018, worth a combined $1.72B — up 4.1% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XT positions and 10 closed out — a net gain of 3 holders — while 42 added to existing stakes and 8 trimmed.

The largest buyer was Edelman Financial Services, adding an estimated $35.8M. The largest seller was Manifold Partners, exiting entirely with an estimated $8.62M sold.

  • 75 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2018, up from 72 in Q1 2018.
  • Funds reported $1.72B of iShares Future Exponential Technologies ETF stock for Q2 2018, up 4.1% quarter-over-quarter.
  • 13 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2018 and 10 closed out, a net change of +3 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2018 was Edelman Financial Services, an estimated $35.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2018 was Manifold Partners, an estimated $8.62M sold.

Based on aggregated 13F filings for Q2 2018.