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iShares Future Exponential Technologies ETF
XT

133 hedge funds and large institutions have $1.91B invested in iShares Future Exponential Technologies ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

28% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$417M)

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

3% more funds holding

Funds holding: 129 → 133 (+4)

1.13% more ownership

Funds ownership: 77.41% → 78.54% (+1.1%)

Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
2.73%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
25
Increased
50
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$37.1M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$14.4M
3
Wells Fargo
Wells Fargo
California
+$12.6M
4
SW
SVB Wealth
Massachusetts
+$6.53M
5
BPB
Badgley, Phelps & Bell
Washington
+$6.3M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$53.1M
2
FTUS
Flow Traders U.S.
New York
-$7.51M
3
RW
REDW Wealth
New Mexico
-$3.97M
4
BCI
Brinker Capital Investments
Pennsylvania
-$3.62M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
76
Wolverine Trading
Illinois
$351K +$327K +7,980 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$340K -$25.2K -614 -7%
DAS
78
Dynamic Advisor Solutions
Arizona
$336K +$48.5K +1,183 +19%
EWA
79
Exencial Wealth Advisors
Oklahoma
$328K +$302K +7,365 New
KM
80
Kalos Management
Georgia
$322K +$3.44K +84 +1%
M&T Bank
81
M&T Bank
New York
$319K +$294K +7,174 New
KWM
82
Kingsview Wealth Management
Oregon
$315K +$290K +7,081 New
VWM
83
Venturi Wealth Management
Texas
$312K – – –
MC
84
Moors & Cabot
Massachusetts
$299K +$10.3K +250 +4%
PIMG
85
Patriot Investment Management Group
Tennessee
$292K -$9.23K -225 -3%
FTUS
86
Flow Traders U.S.
New York
$286K -$7.51M -183,028 -97%
NFG
87
NewFocus Financial Group
Washington
$280K +$258K +6,284 New
BRWA
88
B. Riley Wealth Advisors
Florida
$277K +$255K +6,211 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$265K -$53.9K -1,314 -18%
SWP
90
Stratos Wealth Partners
Ohio
$241K -$102K -2,480 -31%
AFA
91
American Financial Advisors
Georgia
$232K +$204K +4,981 New
BWA
92
BDO Wealth Advisors
Florida
$217K – – –
PPWM
93
PFG Private Wealth Management
Florida
$207K +$191K +4,660 New
CWA
94
Clarity Wealth Advisors
California
$203K +$187K +4,560 New
Citigroup
95
Citigroup
New York
$164K +$123K +3,000 +439%
AWA
96
Arkadios Wealth Advisors
Georgia
$152K +$697 +17 +0.5%
GRP
97
Global Retirement Partners
California
$140K – – –
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$134K -$48.7K -1,188 -28%
EIP
99
Ellis Investment Partners
Pennsylvania
$129K +$41 +1 +0%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$119K – – –
2 3
4
5 6

XT Hedge Fund Activity: Q2 2020 in Review

133 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2020, worth a combined $1.91B — up 28% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new XT positions and 20 closed out — a net gain of 5 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $37.1M. The largest seller was Financial Engines Advisors, cutting an estimated $53.1M.

  • 133 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2020, up from 129 in Q1 2020.
  • Funds reported $1.91B of iShares Future Exponential Technologies ETF stock for Q2 2020, up 28% quarter-over-quarter.
  • 25 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2020 and 20 closed out, a net change of +5 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2020 was Retirement Planning Group (Kansas), an estimated $37.1M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $53.1M sold.

Based on aggregated 13F filings for Q2 2020.