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iShares Future Exponential Technologies ETF

84 hedge funds and large institutions have $3.49B invested in iShares Future Exponential Technologies ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

102% more capital invested

Capital invested by funds: $1.72B → $3.49B (+$1.77B)

65.1% more ownership

Funds ownership: 76.51%141.62% (+65%)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more funds holding

Funds holding: 7584 (+9)

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
32
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
76
American Portfolios Advisors
New York
$12.3K -$28.8K -758 -70%
AWM
77
AllSquare Wealth Management
New York
$8K
SIS
78
Sound Income Strategies
Florida
$8K
VFA
79
Valeo Financial Advisors
Indiana
$7K +$7.26K +191 New
PG
80
Patten Group
Tennessee
$5K
UBS Group
81
UBS Group
Switzerland
$3K
MWM
82
Mascoma Wealth Management
New Hampshire
$2K +$2.32K +61 New
KF
83
Krilogy Financial
Missouri
$1K +$798 +21 New
HI
84
Horizon Investments
North Carolina
-$26M -717,944 Closed
PI
85
PFS Investments
Georgia
-$2.89M -77,260 Closed
Goldman Sachs
86
Goldman Sachs
New York
-$2.38M -65,729 Closed
FFS
87
Founders Financial Securities
Maryland
-$1.84M -50,901 Closed
MIH
88
Meitav Investment House
Israel
-$261K -1,975 Closed
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$48.5K -1,340 Closed
BCI
90
Brinker Capital Investments
Pennsylvania
-$34K -929 Closed
SEI Investments
91
SEI Investments
Pennsylvania
-$33K -901 Closed
CF
92
Centaurus Financial
California
-$17K -474 Closed
SPIA
93
Steward Partners Investment Advisory
New York
-$15K -417 Closed
HH
94
HWG Holdings
Texas
-$4K -121 Closed
RE
95
RBC Europe
United Kingdom
-$2.9K -80 Closed
BCA
96
Bay Colony Advisors
Massachusetts
-$2K -63 Closed
AIM
97
Advantage Investment Management
Iowa
-$2K -52 Closed
DWM
98
Destination Wealth Management
California
+$342 +9 New

XT Hedge Fund Activity: Q3 2018 in Review

84 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2018, worth a combined $3.49B — up 102% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 14 closed out — a net gain of 9 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.58B. The largest seller was Horizon Investments, exiting entirely with an estimated $26M sold.

  • 84 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2018, up from 75 in Q2 2018.
  • Funds reported $3.49B of iShares Future Exponential Technologies ETF stock for Q3 2018, up 102% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2018 and 14 closed out, a net change of +9 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.58B added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2018 was Horizon Investments, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2018.