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iShares Future Exponential Technologies ETF

98 hedge funds and large institutions have $1.93B invested in iShares Future Exponential Technologies ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $1.75B → $1.93B (+$182M)

5% more funds holding

Funds holding: 9398 (+5)

1.74% less ownership

Funds ownership: 82.58%80.84% (-1.7%)

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
17
Increased
26
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
76
Hartford Financial Management
Connecticut
$44K
PCG
77
Private Capital Group
Connecticut
$35K -$44.8K -1,231 -57%
SSB
78
Sandy Spring Bank
Maryland
$33K -$16.4K -450 -34%
BBNA
79
Bremer Bank National Association
Minnesota
$31K +$28.4K +780 New
AIC
80
Ameritas Investment Company
Nebraska
$29K +$27.9K +765 New
CCM
81
Covington Capital Management
California
$28K
Citigroup
82
Citigroup
New York
$26K
MWM
83
Mascoma Wealth Management
New Hampshire
$26K +$14.2K +391 +134%
WOC
84
West Oak Capital
California
$25K +$3.64K +100 +18%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$23K -$6.19K -170 -22%
SHIM
86
Stone House Investment Management
Pennsylvania
$21K +$20.5K +563 New
RFM
87
Royal Fund Management
Florida
$20K
LIA
88
LS Investment Advisors
Michigan
$19K
GSWM
89
Golden State Wealth Management
California
$15K +$14.6K +400 New
KFS
90
Kelly Financial Services
Massachusetts
$10.9K +$10.4K +286 New
LWM
91
Liberty Wealth Management
California
$10K
RIA
92
Realta Investment Advisors
Delaware
$10K +$10K +275 New
APA
93
American Portfolios Advisors
New York
$9.95K -$18.2K -499 -66%
TRCT
94
Tower Research Capital (TRC)
New York
$3K -$31.1K -855 -92%
AWM
95
AllSquare Wealth Management
New York
$3K
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
GT
97
Glenmede Trust
Pennsylvania
$37
Citadel Advisors
98
Citadel Advisors
Florida
-$2.59M -77,753 Closed
FTUS
99
Flow Traders U.S.
New York
-$1.09M -32,619 Closed
S
100
SignatureFD
Georgia
-$382K -11,500 Closed

XT Hedge Fund Activity: Q1 2019 in Review

98 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2019, worth a combined $1.93B — up 10% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 10 closed out — a net gain of 7 holders — while 26 added to existing stakes and 38 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $21.6M. The largest seller was Envestnet Asset Management, cutting an estimated $38.3M.

  • 98 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2019, up from 93 in Q4 2018.
  • Funds reported $1.93B of iShares Future Exponential Technologies ETF stock for Q1 2019, up 10% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2019 and 10 closed out, a net change of +7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $21.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $38.3M sold.

Based on aggregated 13F filings for Q1 2019.