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iShares Future Exponential Technologies ETF

103 hedge funds and large institutions have $2.04B invested in iShares Future Exponential Technologies ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $1.93B → $2.04B (+$114M)

5% more funds holding

Funds holding: 98103 (+5)

1.73% more ownership

Funds ownership: 80.84%82.58% (+1.7%)

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
14
Increased
37
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$386K
AFA
52
American Financial Advisors
Georgia
$379K -$38.8K -1,020 -9%
AllianceBernstein
53
AllianceBernstein
Tennessee
$358K
William Blair & Company
54
William Blair & Company
Illinois
$357K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$349K +$12.7K +335 +4%
CA
56
Cetera Advisors
Colorado
$348K +$57.8K +1,520 +20%
MC
57
Moors & Cabot
Massachusetts
$339K -$11.4K -300 -3%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$333K +$68K +1,788 +26%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$301K -$793K -20,844 -73%
NFG
60
Next Financial Group
Texas
$300K +$112K +2,948 +61%
VWM
61
Venturi Wealth Management
Texas
$299K
DAS
62
Dynamic Advisor Solutions
Arizona
$275K +$272K +7,143 New
PIMG
63
Patriot Investment Management Group
Tennessee
$261K +$29.9K +785 +13%
AFM
64
Abbot Financial Management
Massachusetts
$248K +$245K +6,435 New
UBS Group
65
UBS Group
Switzerland
$241K -$304 -8 -0.1%
AI
66
Atria Investments
North Carolina
$216K -$158K -4,164 -42%
BTS
67
BB&T Securities
Virginia
$214K +$9.32K +245 +5%
NA
68
NewEdge Advisors
Louisiana
$205K -$39K -1,025 -16%
WWM
69
Willingdon Wealth Management
North Carolina
$202K +$9.62K +253 +5%
GRP
70
Global Retirement Partners
California
$195K +$193K +5,066 New
BWA
71
BDO Wealth Advisors
Florida
$188K +$186K +4,881 New
EIP
72
Ellis Investment Partners
Pennsylvania
$131K +$128K +3,361 New
CAC
73
Certified Advisory Corp
Florida
$130K +$129K +3,381 New
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$98K +$20.5K +540 +27%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$73K

XT Hedge Fund Activity: Q2 2019 in Review

103 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2019, worth a combined $2.04B — up 5.9% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XT positions and 7 closed out — a net gain of 7 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $128M. The largest seller was Financial Engines Advisors, cutting an estimated $29.6M.

  • 103 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2019, up from 98 in Q1 2019.
  • Funds reported $2.04B of iShares Future Exponential Technologies ETF stock for Q2 2019, up 5.9% quarter-over-quarter.
  • 14 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2019 and 7 closed out, a net change of +7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2019 was Brinker Capital Investments, an estimated $128M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2019 was Financial Engines Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2019.