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iShares Future Exponential Technologies ETF

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: 133156 (+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: 99 (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
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$36K +$35.2K +736 New
CCM
127
Covington Capital Management
California
$35K
Citigroup
128
Citigroup
New York
$33K -$143K -3,000 -81%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$33K -$36.3K -759 -52%
VFA
130
Valeo Financial Advisors
Indiana
$33K
PCIA
131
Prime Capital Investment Advisors
Kansas
$33K +$24.1K +503 +289%
WOC
132
West Oak Capital
California
$32K
Deutsche Bank
133
Deutsche Bank
Germany
$21K +$1.86K +39 +10%
JFA
134
JNBA Financial Advisors
Minnesota
$19K
LFG
135
Larson Financial Group
Missouri
$19K
PFS
136
Prospera Financial Services
Texas
$19K +$19.1K +400 New
US Bancorp
137
US Bancorp
Minnesota
$17K +$16.7K +350 New
CTC
138
Central Trust Company
Missouri
$16K
PP
139
PrairieView Partners
Minnesota
$16K
Franklin Resources
140
Franklin Resources
California
$15K
CAL
141
Capital Analysts LLC
Pennsylvania
$15K +$15.3K +319 New
LWM
142
Liberty Wealth Management
California
$14K
KFS
143
Kelly Financial Services
Massachusetts
$13.9K
FHA
144
Flagship Harbor Advisors
Massachusetts
$12K
NFG
145
Next Financial Group
Texas
$10K +$9.56K +200 New
PCG
146
Private Capital Group
Connecticut
$7K
AWM
147
AllSquare Wealth Management
New York
$7K +$2.15K +45 +50%
PA
148
Parallel Advisors
California
$6K
TRCT
149
Tower Research Capital (TRC)
New York
$6K +$5.64K +118 New
S
150
SignatureFD
Georgia
$5K +$4.78K +100 New

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.