iShares Future Exponential Technologies ETF
110 hedge funds and large institutions have $2.01B invested in iShares Future Exponential Technologies ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 12 closing their positions.
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
29% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 28
7% more funds holding
Funds holding: 103 → 110 (+7)
2% less capital invested
Capital invested by funds: $2.04B → $2.01B (-$32.5M)
2.38% less ownership
Funds ownership: 82.58% → 80.19% (-2.4%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$15.6M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$9.91M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.12M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.58M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.7M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$20.7M |
| 3 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$9.67M |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$7M |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$3.95M |
XT Hedge Fund Activity: Q3 2019 in Review
110 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2019, worth a combined $2.01B — down 1.6% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XT positions and 12 closed out — a net gain of 8 holders — while 36 added to existing stakes and 28 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $15.6M. The largest seller was Envestnet Asset Management, cutting an estimated $20.7M.
- 110 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2019, up from 103 in Q2 2019.
- Funds reported $2.01B of iShares Future Exponential Technologies ETF stock for Q3 2019, down 1.6% quarter-over-quarter.
- 20 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2019 and 12 closed out, a net change of +8 holders.
- The largest iShares Future Exponential Technologies ETF buyer in Q3 2019 was Financial Engines Advisors, an estimated $15.6M added.
- The largest iShares Future Exponential Technologies ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q3 2019.