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iShares Future Exponential Technologies ETF

129 hedge funds and large institutions have $1.5B invested in iShares Future Exponential Technologies ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 130129 (-1)

2.97% less ownership

Funds ownership: 80.38%77.41% (-3%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

32% less capital invested

Capital invested by funds: $2.2B → $1.5B (-$701M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
2.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
39
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$26K -$8.7K -213 -22%
CCM
102
Covington Capital Management
California
$26K
VFA
103
Valeo Financial Advisors
Indiana
$26K
NFG
104
Next Financial Group
Texas
$25K -$123 -3 -0.4%
APA
105
American Portfolios Advisors
New York
$25K -$36.1K -884 -56%
Citigroup
106
Citigroup
New York
$24K -$4.41K -108 -14%
WOC
107
West Oak Capital
California
$23K
LIA
108
LS Investment Advisors
Michigan
$18K
GWM
109
Geneos Wealth Management
Colorado
$15K -$1.19K -29 -6%
CFG
110
Citizens Financial Group
Rhode Island
$15K +$17.4K +425 New
JFA
111
JNBA Financial Advisors
Minnesota
$14K
LFG
112
Larson Financial Group
Missouri
$14K
AF
113
Allworth Financial
California
$13K -$8.82K -216 -37%
CTC
114
Central Trust Company
Missouri
$12K
PP
115
PrairieView Partners
Minnesota
$11K +$13.2K +322 New
KFS
116
Kelly Financial Services
Massachusetts
$10.2K
LWM
117
Lenox Wealth Management
Ohio
$10K
LWM
118
Liberty Wealth Management
California
$10K
MAM
119
Meeder Asset Management
Ohio
$7K
PCIA
120
Prime Capital Investment Advisors
Kansas
$6K
PCG
121
Private Capital Group
Connecticut
$5K
SWA
122
Stratos Wealth Advisors
Ohio
$4K +$4.58K +112 New
AWM
123
AllSquare Wealth Management
New York
$3K
LWANC
124
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$899 +22 +36%
DI
125
Disciplined Investments
Oklahoma
$3K +$3.43K +84 New

XT Hedge Fund Activity: Q1 2020 in Review

129 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2020, worth a combined $1.5B — down 32% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XT positions and 14 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $13.6M. The largest seller was Financial Engines Advisors, cutting an estimated $347M.

  • 129 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $1.5B of iShares Future Exponential Technologies ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 16 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2020 and 14 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2020 was Mirae Asset Global Investments, an estimated $13.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2020 was Financial Engines Advisors, an estimated $347M sold.

Based on aggregated 13F filings for Q1 2020.