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iShares Future Exponential Technologies ETF

156 hedge funds and large institutions have $2.01B invested in iShares Future Exponential Technologies ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

17% more funds holding

Funds holding: 133156 (+23)

5% more capital invested

Capital invested by funds: $1.91B → $2.01B (+$97.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.09% less ownership

Funds ownership: 78.54%76.46% (-2.1%)

Holders
156
Holders Change
+23
Holders Change %
+17.29%
% of All Funds
3.15%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
32
Increased
57
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cedar Wealth Management
California
$458K
IA
77
IFP Advisors
Florida
$428K +$12.1K +254 +3%
AFM
78
Abbot Financial Management
Massachusetts
$422K +$11K +229 +3%
FAIM
79
Financial Advocates Investment Management
Washington
$418K -$103K -2,144 -20%
AllianceBernstein
80
AllianceBernstein
Tennessee
$415K
LFA
81
Lighthouse Financial Advisors
Maryland
$403K -$95.3K -1,993 -19%
KWM
82
Kingsview Wealth Management
Oregon
$391K +$46.7K +977 +14%
PA
83
PFG Advisors
Arizona
$375K +$359K +7,507 New
CCM
84
Check Capital Management
California
$359K -$38.3K -800 -10%
VWM
85
Venturi Wealth Management
Texas
$349K +$7.94K +166 +2%
KM
86
Kalos Management
Georgia
$346K -$5.26K -110 -2%
EFS
87
Essex Financial Services
Connecticut
$339K +$333K +6,968 New
M&T Bank
88
M&T Bank
New York
$325K -$23.5K -492 -7%
PIMG
89
Patriot Investment Management Group
Tennessee
$320K +$1.91K +40 +0.6%
NFG
90
NewFocus Financial Group
Washington
$305K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$291K -$78.4K -1,639 -21%
Renaissance Technologies
92
Renaissance Technologies
New York
$291K +$287K +6,000 New
MC
93
Moors & Cabot
Massachusetts
$288K -$43.5K -910 -13%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$288K -$1.05K -22 -0.4%
W
95
WealthOne
New York
$288K +$284K +5,929 New
AAS
96
Avantax Advisory Services
Texas
$279K +$275K +5,754 New
OIA
97
OneDigital Investment Advisors
Kansas
$275K +$270K +5,652 New
SWP
98
Stratos Wealth Partners
Ohio
$256K -$6.03K -126 -2%
AFA
99
American Financial Advisors
Georgia
$242K +$48 +1 +0%
BWA
100
BDO Wealth Advisors
Florida
$237K

XT Hedge Fund Activity: Q3 2020 in Review

156 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2020, worth a combined $2.01B — up 5.1% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new XT positions and 8 closed out — a net gain of 24 holders — while 57 added to existing stakes and 37 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $31M. The largest seller was Financial Engines Advisors, cutting an estimated $176M.

  • 156 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2020, up from 133 in Q2 2020.
  • Funds reported $2.01B of iShares Future Exponential Technologies ETF stock for Q3 2020, up 5.1% quarter-over-quarter.
  • 32 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2020 and 8 closed out, a net change of +24 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2020 was Retirement Planning Group (Kansas), an estimated $31M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2020 was Financial Engines Advisors, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2020.