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iShares Future Exponential Technologies ETF

129 hedge funds and large institutions have $1.5B invested in iShares Future Exponential Technologies ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 130129 (-1)

2.97% less ownership

Funds ownership: 80.38%77.41% (-3%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

32% less capital invested

Capital invested by funds: $2.2B → $1.5B (-$701M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
2.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
39
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
51
Glen Eagle Advisors
New Jersey
$522K -$8.58K -210 -1%
HighTower Advisors
52
HighTower Advisors
Illinois
$504K +$3.02K +74 +0.5%
SFI
53
SPC Financial Inc
Maryland
$477K -$5.72K -140 -1%
TI
54
Trexquant Investment
Connecticut
$472K +$542K +13,256 New
CAN
55
Cetera Advisor Networks
California
$435K -$305K -7,473 -38%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$414K +$476K +11,638 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$395K +$7.27K +178 +2%
Truist Financial
58
Truist Financial
North Carolina
$374K -$59.9K -1,467 -12%
LFA
59
Lighthouse Financial Advisors
Maryland
$366K +$13.7K +336 +3%
FAIM
60
Financial Advocates Investment Management
Washington
$362K +$84K +2,057 +25%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$356K
JFGLC
62
Johnson Financial Group LLC (Colorado)
Colorado
$345K +$395K +9,678 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$330K
William Blair & Company
64
William Blair & Company
Illinois
$326K -$1.27K -31 -0.3%
CWM
65
Cedar Wealth Management
California
$315K +$351K +8,599 +3,399%
AFM
66
Abbot Financial Management
Massachusetts
$301K +$5.6K +137 +2%
UBS Group
67
UBS Group
Switzerland
$300K +$2.45K +60 +0.7%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$294K -$23.1K -565 -6%
CCM
69
Check Capital Management
California
$292K -$81.7K -2,000 -20%
AI
70
Atria Investments
North Carolina
$284K -$379K -9,277 -54%
SWP
71
Stratos Wealth Partners
Ohio
$281K -$13.6K -333 -4%
XF
72
XML Financial
Maryland
$281K -$1.63K -40 -0.5%
IA
73
IFP Advisors
Florida
$258K -$52.6K -1,288 -15%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$258K +$96.8K +2,370 +48%
KM
75
Kalos Management
Georgia
$254K +$67.4K +1,649 +30%

XT Hedge Fund Activity: Q1 2020 in Review

129 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2020, worth a combined $1.5B — down 32% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XT positions and 14 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $13.6M. The largest seller was Financial Engines Advisors, cutting an estimated $347M.

  • 129 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $1.5B of iShares Future Exponential Technologies ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 16 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2020 and 14 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2020 was Mirae Asset Global Investments, an estimated $13.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2020 was Financial Engines Advisors, an estimated $347M sold.

Based on aggregated 13F filings for Q1 2020.