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iShares Future Exponential Technologies ETF

84 hedge funds and large institutions have $3.49B invested in iShares Future Exponential Technologies ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

102% more capital invested

Capital invested by funds: $1.72B → $3.49B (+$1.77B)

65.1% more ownership

Funds ownership: 76.51%141.62% (+65%)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more funds holding

Funds holding: 7584 (+9)

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
32
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$333K +$318K +8,375 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$328K +$11.1K +292 +4%
VWM
53
Venturi Wealth Management
Texas
$297K
PS
54
Portfolio Strategies
New York
$219K
Bank of New York Mellon
55
Bank of New York Mellon
New York
$203K +$199K +5,232 New
NA
56
NewEdge Advisors
Louisiana
$203K +$199K +5,243 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$169K +$166K +4,367 New
BAM
58
Belpointe Asset Management
Nevada
$144K +$142K +3,727 New
SSB
59
Sandy Spring Bank
Maryland
$129K +$76.8K +2,022 +153%
SFSG
60
Stearns Financial Services Group
North Carolina
$110K +$108K +2,842 New
SWP
61
Stratos Wealth Partners
Ohio
$104K +$102K +2,689 New
PCG
62
Private Capital Group
Connecticut
$83K +$13.3K +351 +19%
APP
63
Avantax Planning Partners
Iowa
$75K +$73.6K +1,937 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$74K +$15.7K +414 +28%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$70K
FPS
66
Fieldpoint Private Securities
Connecticut
$51K
HFM
67
Hartford Financial Management
Connecticut
$45K
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$45K +$7.6K +200 +21%
CCM
69
Covington Capital Management
California
$28K
Citigroup
70
Citigroup
New York
$26K +$26K +684 New
WOC
71
West Oak Capital
California
$21.3K -$79.8K -2,100 -79%
RFM
72
Royal Fund Management
Florida
$20K
LIA
73
LS Investment Advisors
Michigan
$19K
GI
74
Gradient Investments
Minnesota
$17K +$16.3K +430 New
NFG
75
Next Financial Group
Texas
$13K +$12.3K +325 New

XT Hedge Fund Activity: Q3 2018 in Review

84 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2018, worth a combined $3.49B — up 102% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 14 closed out — a net gain of 9 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.58B. The largest seller was Horizon Investments, exiting entirely with an estimated $26M sold.

  • 84 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2018, up from 75 in Q2 2018.
  • Funds reported $3.49B of iShares Future Exponential Technologies ETF stock for Q3 2018, up 102% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2018 and 14 closed out, a net change of +9 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.58B added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2018 was Horizon Investments, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2018.