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iShares Future Exponential Technologies ETF
XT

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: 133 → 156 (+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: 9 → 9 (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
–

Top Buyers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$31M
2
Jane Street
Jane Street
New York
+$26.2M
3
Wells Fargo
Wells Fargo
California
+$8.58M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$8.55M
5
HHRDM
H&H Retirement Design & Management
Nevada
+$7.63M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$176M
2
BCI
Brinker Capital Investments
Pennsylvania
-$14.6M
3
PP
Prudential plc
United Kingdom
-$2.08M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.43M
5
RW
REDW Wealth
New Mexico
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
101
Courier Capital
New York
$237K +$218K +4,560 New
PPWM
102
PFG Private Wealth Management
Florida
$235K +$8.37K +175 +4%
PCA
103
Personal Capital Advisors
California
$234K +$230K +4,809 New
EIA
104
Eldridge Investment Advisors
New Hampshire
$234K +$230K +4,811 New
FFN
105
Focus Financial Network
Minnesota
$230K +$226K +4,726 New
EW
106
Emerson Wealth
Michigan
$220K +$217K +4,536 New
CWA
107
Clarity Wealth Advisors
California
$216K -$5.21K -109 -2%
CG
108
Colony Group
Massachusetts
$202K +$198K +4,150 New
AWA
109
Arkadios Wealth Advisors
Georgia
$166K – – –
SFA
110
Stewardship Financial Advisors
Georgia
$161K +$158K +3,303 +41,288%
GRP
111
Global Retirement Partners
California
$158K +$4.78K +100 +3%
EIP
112
Ellis Investment Partners
Pennsylvania
$140K – – –
CF
113
Centaurus Financial
California
$137K +$135K +2,826 New
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$130K – – –
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$108K -$38.7K -810 -27%
SFSG
116
Stearns Financial Services Group
North Carolina
$103K +$83.6K +1,748 +474%
NFSG
117
Newbridge Financial Services Group
Florida
$79K +$77.9K +1,628 New
SSB
118
Sandy Spring Bank
Maryland
$67K – – –
CIAS
119
Capital Investment Advisory Services
North Carolina
$63K – – –
CFGS
120
Concourse Financial Group Securities
Alabama
$60K – – –
NNP
121
Nachman Norwood & Parrott
South Carolina
$60K +$59.3K +1,240 New
HFM
122
Hartford Financial Management
Connecticut
$57K – – –
GT
123
Glenmede Trust
Pennsylvania
$48K – – –
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
$38K +$37.4K +782 New
GWM
125
Geneos Wealth Management
Colorado
$37K +$15.7K +329 +73%
3 4
5
6 7

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.