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iShares Future Exponential Technologies ETF

93 hedge funds and large institutions have $1.75B invested in iShares Future Exponential Technologies ETF in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

11% more funds holding

Funds holding: 8493 (+9)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

50% less capital invested

Capital invested by funds: $3.49B → $1.75B (-$1.74B)

59.04% less ownership

Funds ownership: 141.62%82.58% (-59%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
22
Increased
32
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
101
Stearns Financial Services Group
North Carolina
-$110K -2,842 Closed
SWP
102
Stratos Wealth Partners
Ohio
-$104K -2,689 Closed
APP
103
Avantax Planning Partners
Iowa
-$75K -1,937 Closed
GI
104
Gradient Investments
Minnesota
-$17K -430 Closed
KF
105
Krilogy Financial
Missouri
-$1K -21 Closed

XT Hedge Fund Activity: Q4 2018 in Review

93 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2018, worth a combined $1.75B — down 50% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XT positions and 13 closed out — a net gain of 9 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $1.49B. The largest seller was Envestnet Asset Management, cutting an estimated $1.41B.

  • 93 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2018, up from 84 in Q3 2018.
  • Funds reported $1.75B of iShares Future Exponential Technologies ETF stock for Q4 2018, down 50% quarter-over-quarter.
  • 22 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2018 and 13 closed out, a net change of +9 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $1.49B added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2018.