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iShares Future Exponential Technologies ETF

156 hedge funds and large institutions have $2.01B invested in iShares Future Exponential Technologies ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

17% more funds holding

Funds holding: 133156 (+23)

5% more capital invested

Capital invested by funds: $1.91B → $2.01B (+$97.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.09% less ownership

Funds ownership: 78.54%76.46% (-2.1%)

Holders
156
Holders Change
+23
Holders Change %
+17.29%
% of All Funds
3.15%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
32
Increased
57
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$1.47M -$1.04M -21,771 -42%
EWA
52
EP Wealth Advisors
California
$1.46M -$912K -19,062 -39%
MC
53
Mathes Company
New York
$1.45M
OPS
54
Orion Portfolio Solutions
Nebraska
$1.43M +$298K +6,233 +27%
SPIA
55
Steward Partners Investment Advisory
New York
$1.41M -$34.6K -723 -2%
PP
56
Prudential plc
United Kingdom
$1.22M -$2.08M -43,500 -64%
VNA
57
Valley National Advisers
Pennsylvania
$1.17M -$47.3K -990 -4%
GIA
58
Gladstone Institutional Advisory
Florida
$1.17M +$66.5K +1,390 +6%
TPA
59
Trivium Point Advisory
Connecticut
$1.1M +$1.08M +22,609 New
BCM
60
Barometer Capital Management
Ontario, Canada
$1.06M -$650K -13,600 -38%
GEA
61
Glen Eagle Advisors
New Jersey
$878K +$37.1K +775 +4%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$873K +$94K +1,966 +12%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$865K
IWC
64
Integrated Wealth Concepts
Massachusetts
$844K +$345K +7,206 +71%
Truist Financial
65
Truist Financial
North Carolina
$707K +$183K +3,817 +36%
EWA
66
Exencial Wealth Advisors
Oklahoma
$704K +$340K +7,119 +97%
NA
67
NewEdge Advisors
Louisiana
$674K -$579K -12,109 -47%
SFI
68
SPC Financial Inc
Maryland
$659K +$2.87K +60 +0.4%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$620K +$170K +3,558 +39%
WAG
70
Winthrop Advisory Group
Massachusetts
$607K +$592K +12,372 New
CAN
71
Cetera Advisor Networks
California
$599K +$1.77K +37 +0.3%
DAS
72
Dynamic Advisor Solutions
Arizona
$515K +$147K +3,070 +41%
SWIG
73
Strategic Wealth Investment Group
Kentucky
$514K +$18.7K +390 +4%
NCM
74
New Capital Management
Texas
$500K +$99K +2,070 +25%
William Blair & Company
75
William Blair & Company
Illinois
$483K +$38.2K +798 +9%

XT Hedge Fund Activity: Q3 2020 in Review

156 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2020, worth a combined $2.01B — up 5.1% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new XT positions and 8 closed out — a net gain of 24 holders — while 57 added to existing stakes and 37 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $31M. The largest seller was Financial Engines Advisors, cutting an estimated $176M.

  • 156 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2020, up from 133 in Q2 2020.
  • Funds reported $2.01B of iShares Future Exponential Technologies ETF stock for Q3 2020, up 5.1% quarter-over-quarter.
  • 32 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2020 and 8 closed out, a net change of +24 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2020 was Retirement Planning Group (Kansas), an estimated $31M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2020 was Financial Engines Advisors, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2020.