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iShares Future Exponential Technologies ETF

130 hedge funds and large institutions have $2.2B invested in iShares Future Exponential Technologies ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

18% more funds holding

Funds holding: 110130 (+20)

9% more capital invested

Capital invested by funds: $2.01B → $2.2B (+$185M)

0.19% more ownership

Funds ownership: 80.19%80.38% (+0.19%)

Holders
130
Holders Change
+20
Holders Change %
+18.18%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
29
Increased
40
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WQ
101
Wealth Quarterback
New Jersey
$42.1K +$40K +984 New
GT
102
Glenmede Trust
Pennsylvania
$42K
ASN
103
Advisory Services Network
Georgia
$41K +$38.6K +949 New
SSB
104
Sandy Spring Bank
Maryland
$37K
Citigroup
105
Citigroup
New York
$34K +$4.39K +108 +16%
CCM
106
Covington Capital Management
California
$31K
NFG
107
Next Financial Group
Texas
$30K -$64K -1,573 -69%
VFA
108
Valeo Financial Advisors
Indiana
$29K -$14.7K -362 -35%
WOC
109
West Oak Capital
California
$28K
Deutsche Bank
110
Deutsche Bank
Germany
$25K +$6.51K +160 +37%
AF
111
Allworth Financial
California
$25K +$8.91K +219 +61%
LIA
112
LS Investment Advisors
Michigan
$21K
GWM
113
Geneos Wealth Management
Colorado
$20K
AIC
114
Ameritas Investment Company
Nebraska
$19K +$11.6K +284 +191%
JFA
115
JNBA Financial Advisors
Minnesota
$17K
LFG
116
Larson Financial Group
Missouri
$17K +$15.8K +389 New
CTC
117
Central Trust Company
Missouri
$14K
TRCT
118
Tower Research Capital (TRC)
New York
$13K -$32.2K -790 -73%
LWM
119
Lenox Wealth Management
Ohio
$13K
KFS
120
Kelly Financial Services
Massachusetts
$12.2K
LWM
121
Liberty Wealth Management
California
$12K
CWM
122
Cedar Wealth Management
California
$11K +$10.3K +253 New
MAM
123
Meeder Asset Management
Ohio
$8K +$8.06K +198 New
PCIA
124
Prime Capital Investment Advisors
Kansas
$7K
PCG
125
Private Capital Group
Connecticut
$6K

XT Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2019, worth a combined $2.2B — up 9.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new XT positions and 9 closed out — a net gain of 20 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $3.29M. The largest seller was Financial Engines Advisors, cutting an estimated $35.9M.

  • 130 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2019, up from 110 in Q3 2019.
  • Funds reported $2.2B of iShares Future Exponential Technologies ETF stock for Q4 2019, up 9.2% quarter-over-quarter.
  • 29 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $3.29M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2019 was Financial Engines Advisors, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2019.