XT icon

iShares Exponential Technologies ETF
XT

Overview Fund Activity

93 hedge funds and large institutions have $1.75B invested in iShares Exponential Technologies ETF in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
22
Increased
32
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.39B
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$35.2M
3
DF
Donoghue Forlines
Massachusetts
+$16.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$13.6M
5
CFGS
Concourse Financial Group Securities
Alabama
+$10.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.32B
2
Jane Street
Jane Street
New York
-$16.6M
3
Wells Fargo
Wells Fargo
California
-$12.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.86M
5
BCM
Barometer Capital Management
Ontario, Canada
-$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
51
SignatureFD
Georgia
$382K -$13.4K -403 -3%
CCM
52
Check Capital Management
California
$373K -$30K -900 -7%
William Blair & Company
53
William Blair & Company
Illinois
$349K – – –
VAM
54
Visionary Asset Management
Texas
$344K +$26.7K +801 +8%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$333K – – –
BFWA
56
Benchmark Financial Wealth Advisors
Florida
$323K +$323K +9,710 New
MC
57
Moors & Cabot
Massachusetts
$314K +$34.3K +1,028 +12%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$291K +$146K +4,391 +101%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$282K +$1.4K +42 +0.5%
VWM
60
Venturi Wealth Management
Texas
$252K +$3.9K +120 +2%
UBS Group
61
UBS Group
Switzerland
$249K +$247K +7,414 +10,591%
CAM
62
Concorde Asset Management
Michigan
$236K +$236K +7,097 New
BCM
63
Brookstone Capital Management
Illinois
$231K +$231K +6,937 New
TSS
64
Two Sigma Securities
New York
$230K +$230K +6,901 New
PCG
65
Private Capital Group
Connecticut
$72K – – –
CIAS
66
Capital Investment Advisory Services
North Carolina
$67K +$67K +2,029 New
VFA
67
Valeo Financial Advisors
Indiana
$66K +$59.7K +1,799 +942%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$63K – – –
SSB
69
Sandy Spring Bank
Maryland
$44K -$67.3K -2,022 -60%
FPS
70
Fieldpoint Private Securities
Connecticut
$43K – – –
HFM
71
Hartford Financial Management
Connecticut
$39K – – –
TRCT
72
Tower Research Capital (TRC)
New York
$31K +$31K +933 New
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$26K -$13.5K -400 -34%
BTNA
74
Bremer Trust National Association
Minnesota
$26K +$26K +780 New
APA
75
American Portfolios Advisors
New York
$25.3K +$14.7K +443 +139%
1 2
3
4 5