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iShares Future Exponential Technologies ETF

130 hedge funds and large institutions have $2.2B invested in iShares Future Exponential Technologies ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

18% more funds holding

Funds holding: 110130 (+20)

9% more capital invested

Capital invested by funds: $2.01B → $2.2B (+$185M)

0.19% more ownership

Funds ownership: 80.19%80.38% (+0.19%)

Holders
130
Holders Change
+20
Holders Change %
+18.18%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
29
Increased
40
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$701K -$10.3M -254,000 -94%
GEA
52
Glen Eagle Advisors
New Jersey
$636K
HighTower Advisors
53
HighTower Advisors
Illinois
$602K +$4.8K +118 +0.8%
SFI
54
SPC Financial Inc
Maryland
$579K -$22.4K -550 -4%
BCM
55
Brookstone Capital Management
Illinois
$570K +$64.7K +1,590 +14%
Jane Street
56
Jane Street
New York
$551K -$2.75M -67,498 -84%
Truist Financial
57
Truist Financial
North Carolina
$512K +$487K +11,973 New
NA
58
NewEdge Advisors
Louisiana
$508K +$256K +6,278 +112%
Creative Planning
59
Creative Planning
Kansas
$494K -$31.9K -783 -6%
CAM
60
Concorde Asset Management
Michigan
$482K -$203 -5 -0%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$467K +$46.2K +1,136 +12%
CCM
62
Check Capital Management
California
$436K
HSBC Holdings
63
HSBC Holdings
United Kingdom
$428K
LFA
64
Lighthouse Financial Advisors
Maryland
$425K +$405K +9,943 New
AllianceBernstein
65
AllianceBernstein
Tennessee
$397K
William Blair & Company
66
William Blair & Company
Illinois
$392K -$3.26K -80 -0.9%
BFWA
67
Benchmark Financial Wealth Advisors
Florida
$386K -$62.8K -1,543 -15%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$377K -$6.51K -160 -2%
IA
69
IFP Advisors
Florida
$367K +$90.3K +2,219 +36%
UBS Group
70
UBS Group
Switzerland
$357K +$28K +687 +9%
AFM
71
Abbot Financial Management
Massachusetts
$356K +$3.83K +94 +1%
SWP
72
Stratos Wealth Partners
Ohio
$351K +$334K +8,218 New
FAIM
73
Financial Advocates Investment Management
Washington
$347K +$84.8K +2,083 +35%
XF
74
XML Financial
Maryland
$340K +$323K +7,941 New
VWM
75
Venturi Wealth Management
Texas
$300K -$30.2K -743 -10%

XT Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2019, worth a combined $2.2B — up 9.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new XT positions and 9 closed out — a net gain of 20 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $3.29M. The largest seller was Financial Engines Advisors, cutting an estimated $35.9M.

  • 130 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2019, up from 110 in Q3 2019.
  • Funds reported $2.2B of iShares Future Exponential Technologies ETF stock for Q4 2019, up 9.2% quarter-over-quarter.
  • 29 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $3.29M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2019 was Financial Engines Advisors, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2019.