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iShares Future Exponential Technologies ETF

93 hedge funds and large institutions have $1.75B invested in iShares Future 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

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

11% more funds holding

Funds holding: 8493 (+9)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

50% less capital invested

Capital invested by funds: $3.49B → $1.75B (-$1.74B)

59.04% less ownership

Funds ownership: 141.62%82.58% (-59%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.07%
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
Name Holding Trade Value Shares
Change
Change in
Stake
S
51
SignatureFD
Georgia
$382K -$14.3K -403 -3%
CCM
52
Check Capital Management
California
$373K -$31.9K -900 -7%
William Blair & Company
53
William Blair & Company
Illinois
$349K
VAM
54
Visionary Asset Management
Texas
$344K +$28.4K +801 +8%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$333K
BFWA
56
Benchmark Financial Wealth Advisors
Florida
$323K +$344K +9,710 New
MC
57
Moors & Cabot
Massachusetts
$314K +$36.5K +1,028 +12%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$291K +$156K +4,391 +101%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$282K +$1.49K +42 +0.5%
VWM
60
Venturi Wealth Management
Texas
$252K +$4.26K +120 +2%
UBS Group
61
UBS Group
Switzerland
$249K +$263K +7,414 +10,591%
CAM
62
Concorde Asset Management
Michigan
$236K +$252K +7,097 New
BCM
63
Brookstone Capital Management
Illinois
$231K +$246K +6,937 New
TSS
64
Two Sigma Securities
New York
$230K +$245K +6,901 New
PCG
65
Private Capital Group
Connecticut
$72K
CIAS
66
Capital Investment Advisory Services
North Carolina
$67K +$72K +2,029 New
VFA
67
Valeo Financial Advisors
Indiana
$66K +$63.8K +1,799 +942%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$63K
SSB
69
Sandy Spring Bank
Maryland
$44K -$71.7K -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 +$33.1K +933 New
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$26K -$14.2K -400 -34%
BTNA
74
Bremer Trust National Association
Minnesota
$26K +$27.7K +780 New
APA
75
American Portfolios Advisors
New York
$25.3K +$15.7K +443 +139%

XT Hedge Fund Activity: Q4 2018 in Review

93 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2018, worth a combined $1.75B — down 50% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XT positions and 13 closed out — a net gain of 9 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $1.49B. The largest seller was Envestnet Asset Management, cutting an estimated $1.41B.

  • 93 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2018, up from 84 in Q3 2018.
  • Funds reported $1.75B of iShares Future Exponential Technologies ETF stock for Q4 2018, down 50% quarter-over-quarter.
  • 22 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2018 and 13 closed out, a net change of +9 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $1.49B added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2018.