We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

130 hedge funds and large institutions have $2.2B invested in iShares Future Exponential Technologies ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

18% more funds holding

Funds holding: 110130 (+20)

9% more capital invested

Capital invested by funds: $2.01B → $2.2B (+$185M)

0.19% more ownership

Funds ownership: 80.19%80.38% (+0.19%)

Holders
130
Holders Change
+20
Holders Change %
+18.18%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
29
Increased
40
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
76
Patriot Investment Management Group
Tennessee
$290K
WWM
77
Willingdon Wealth Management
North Carolina
$286K +$49.9K +1,226 +22%
DAS
78
Dynamic Advisor Solutions
Arizona
$272K -$60.8K -1,493 -19%
IWC
79
Integrated Wealth Concepts
Massachusetts
$258K
Stifel Financial
80
Stifel Financial
Missouri
$249K -$120K -2,940 -33%
MC
81
Moors & Cabot
Massachusetts
$244K -$64.8K -1,591 -21%
KM
82
Kalos Management
Georgia
$235K +$12.3K +302 +6%
AFA
83
American Financial Advisors
Georgia
$225K -$66.7K -1,640 -22%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$216K +$86K +2,112 +73%
BWA
85
BDO Wealth Advisors
Florida
$209K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$209K +$84.2K +2,069 +73%
JWM
87
Jackson Wealth Management
Florida
$200K +$181K +4,459 New
SFSG
88
Stearns Financial Services Group
North Carolina
$189K +$179K +4,410 New
AWA
89
Arkadios Wealth Advisors
Georgia
$146K +$133K +3,257 New
GRP
90
Global Retirement Partners
California
$135K
EIP
91
Ellis Investment Partners
Pennsylvania
$124K -$19.2K -472 -14%
APA
92
American Portfolios Advisors
New York
$67.8K +$64.5K +1,586 New
RCG
93
Ruggie Capital Group
Florida
$67K -$2.05M -50,448 -97%
CFGS
94
Concourse Financial Group Securities
Alabama
$65K +$13.4K +330 +28%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$62K
CIAS
96
Capital Investment Advisory Services
North Carolina
$56K
FPS
97
Fieldpoint Private Securities
Connecticut
$56K
CAAS
98
Capital Asset Advisory Services
Michigan
$54K +$49.3K +1,211 New
HFM
99
Hartford Financial Management
Connecticut
$50K
RFM
100
Royal Fund Management
Florida
$43K +$3.01K +74 +8%

XT Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2019, worth a combined $2.2B — up 9.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new XT positions and 9 closed out — a net gain of 20 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $3.29M. The largest seller was Financial Engines Advisors, cutting an estimated $35.9M.

  • 130 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2019, up from 110 in Q3 2019.
  • Funds reported $2.2B of iShares Future Exponential Technologies ETF stock for Q4 2019, up 9.2% quarter-over-quarter.
  • 29 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $3.29M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2019 was Financial Engines Advisors, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2019.