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iShares Future Exponential Technologies ETF

93 hedge funds and large institutions have $1.75B invested in iShares Future Exponential Technologies ETF in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

11% more funds holding

Funds holding: 8493 (+9)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

50% less capital invested

Capital invested by funds: $3.49B → $1.75B (-$1.74B)

59.04% less ownership

Funds ownership: 141.62%82.58% (-59%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
22
Increased
32
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Covington Capital Management
California
$24K
NFG
77
Next Financial Group
Texas
$24K +$13.5K +382 +118%
Citigroup
78
Citigroup
New York
$23K
WOC
79
West Oak Capital
California
$18.3K
RFM
80
Royal Fund Management
Florida
$18K
LIA
81
LS Investment Advisors
Michigan
$17K
MWM
82
Mascoma Wealth Management
New Hampshire
$10K +$8.19K +231 +379%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$9K +$10.1K +284 New
LWM
84
Liberty Wealth Management
California
$9K +$10.1K +286 New
SIS
85
Sound Income Strategies
Florida
$7K
DWM
86
Doyle Wealth Management
Florida
$5K +$5.21K +147 New
PG
87
Patten Group
Tennessee
$4K
AWM
88
AllSquare Wealth Management
New York
$3K -$3.9K -110 -55%
BOPW
89
Brandywine Oak Private Wealth
Pennsylvania
$3K +$4.04K +114 New
LWANC
90
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$958 +27 New
NA
91
NewEdge Advisors
Louisiana
$473 +$318K +8,975 +171%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$60
GT
93
Glenmede Trust
Pennsylvania
$33 +$35.5K +1,000 New
EFS
94
Edelman Financial Services
Virginia
-$1.62B -41,930,563 Closed
Jane Street
95
Jane Street
New York
-$16.6M -428,461 Closed
BCM
96
Barometer Capital Management
Ontario, Canada
-$5.44M -140,400 Closed
SWM
97
Segment Wealth Management
Texas
-$2.95M -76,145 Closed
Brown Advisory
98
Brown Advisory
Maryland
-$350K -9,050 Closed
PS
99
Portfolio Strategies
New York
-$219K -5,663 Closed
BAM
100
Belpointe Asset Management
Nevada
-$144K -3,727 Closed

XT Hedge Fund Activity: Q4 2018 in Review

93 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2018, worth a combined $1.75B — down 50% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XT positions and 13 closed out — a net gain of 9 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $1.49B. The largest seller was Envestnet Asset Management, cutting an estimated $1.41B.

  • 93 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2018, up from 84 in Q3 2018.
  • Funds reported $1.75B of iShares Future Exponential Technologies ETF stock for Q4 2018, down 50% quarter-over-quarter.
  • 22 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2018 and 13 closed out, a net change of +9 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $1.49B added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2018.