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iShares Future Exponential Technologies ETF

129 hedge funds and large institutions have $1.5B invested in iShares Future Exponential Technologies ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 130129 (-1)

2.97% less ownership

Funds ownership: 80.38%77.41% (-3%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

32% less capital invested

Capital invested by funds: $2.2B → $1.5B (-$701M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
2.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
39
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$251K +$41K +1,004 +17%
VWM
77
Venturi Wealth Management
Texas
$250K
WWM
78
Willingdon Wealth Management
North Carolina
$244K +$7.31K +179 +3%
PIMG
79
Patriot Investment Management Group
Tennessee
$241K
MC
80
Moors & Cabot
Massachusetts
$234K +$27.9K +684 +12%
DAS
81
Dynamic Advisor Solutions
Arizona
$226K
BFWA
82
Benchmark Financial Wealth Advisors
Florida
$207K -$131K -3,212 -36%
BWA
83
BDO Wealth Advisors
Florida
$174K
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$143K -$33.1K -810 -16%
AWA
85
Arkadios Wealth Advisors
Georgia
$116K
GRP
86
Global Retirement Partners
California
$112K
EIP
87
Ellis Investment Partners
Pennsylvania
$98K
CAN
88
Claraphi Advisory Network
United States
$97K +$112K +2,734 New
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$95K +$109K +2,667 New
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$52K
CFGS
91
Concourse Financial Group Securities
Alabama
$49K -$6.58K -161 -11%
CAC
92
Certified Advisory Corp
Florida
$49K +$56.3K +1,379 New
CIAS
93
Capital Investment Advisory Services
North Carolina
$46K
GT
94
Glenmede Trust
Pennsylvania
$42K
HFM
95
Hartford Financial Management
Connecticut
$42K
AIC
96
Ameritas Investment Company
Nebraska
$41K +$31.3K +765 +177%
RFM
97
Royal Fund Management
Florida
$39K +$3.23K +79 +8%
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$37K +$38.6K +944 +963%
SSB
99
Sandy Spring Bank
Maryland
$31K
SFSG
100
Stearns Financial Services Group
North Carolina
$29K -$146K -3,582 -81%

XT Hedge Fund Activity: Q1 2020 in Review

129 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2020, worth a combined $1.5B — down 32% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XT positions and 14 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $13.6M. The largest seller was Financial Engines Advisors, cutting an estimated $347M.

  • 129 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $1.5B of iShares Future Exponential Technologies ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 16 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2020 and 14 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2020 was Mirae Asset Global Investments, an estimated $13.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2020 was Financial Engines Advisors, an estimated $347M sold.

Based on aggregated 13F filings for Q1 2020.