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iShares Future Exponential Technologies ETF
XT

103 hedge funds and large institutions have $2.04B invested in iShares Future Exponential Technologies ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $1.93B → $2.04B (+$114M)

5% more funds holding

Funds holding: 98 → 103 (+5)

1.73% more ownership

Funds ownership: 80.84% → 82.58% (+1.7%)

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
14
Increased
37
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$128M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.27M
3
Bank of America
Bank of America
North Carolina
+$1.1M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
+$907K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$683K

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$29.6M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.1M
3
CA
Commerzbank Aktiengesellschaft
Germany
-$2.44M
4
RCG
Ruggie Capital Group
Florida
-$1.89M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
76
Huntington National Bank
Ohio
$68K – – –
PCG
77
Private Capital Group
Connecticut
$66K +$33.5K +880 +95%
RCG
78
Ruggie Capital Group
Florida
$62K -$1.89M -49,729 -97%
CIAS
79
Capital Investment Advisory Services
North Carolina
$51K -$27.8K -731 -36%
FPS
80
Fieldpoint Private Securities
Connecticut
$50K – – –
HFM
81
Hartford Financial Management
Connecticut
$45K – – –
VFA
82
Valeo Financial Advisors
Indiana
$40K -$31.2K -820 -44%
SSB
83
Sandy Spring Bank
Maryland
$34K – – –
CCM
84
Covington Capital Management
California
$28K – – –
Citigroup
85
Citigroup
New York
$26K – – –
MWM
86
Mascoma Wealth Management
New Hampshire
$26K +$114 +3 +0.4%
WOC
87
West Oak Capital
California
$25K – – –
RFM
88
Royal Fund Management
Florida
$25K +$4.64K +122 +23%
LIA
89
LS Investment Advisors
Michigan
$19K – – –
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$15K -$7.61K -200 -33%
JFA
91
JNBA Financial Advisors
Minnesota
$15K +$15.2K +400 New
TRCT
92
Tower Research Capital (TRC)
New York
$12K +$8.75K +230 +295%
KFS
93
Kelly Financial Services
Massachusetts
$11K – – –
LWM
94
Liberty Wealth Management
California
$11K – – –
RIA
95
Realta Investment Advisors
Delaware
$11K – – –
PCIA
96
Prime Capital Investment Advisors
Kansas
$11K +$10.4K +274 New
APA
97
American Portfolios Advisors
New York
$10.1K – – –
GSWM
98
Golden State Wealth Management
California
$9K -$5.7K -150 -38%
DWM
99
Doyle Wealth Management
Florida
$6K +$5.59K +147 New
AWM
100
AllSquare Wealth Management
New York
$3K – – –
1 2 3
4
5

XT Hedge Fund Activity: Q2 2019 in Review

103 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2019, worth a combined $2.04B — up 5.9% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XT positions and 7 closed out — a net gain of 7 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $128M. The largest seller was Financial Engines Advisors, cutting an estimated $29.6M.

  • 103 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2019, up from 98 in Q1 2019.
  • Funds reported $2.04B of iShares Future Exponential Technologies ETF stock for Q2 2019, up 5.9% quarter-over-quarter.
  • 14 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2019 and 7 closed out, a net change of +7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2019 was Brinker Capital Investments, an estimated $128M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2019 was Financial Engines Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2019.