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iShares Future Exponential Technologies ETF

184 hedge funds and large institutions have $2.31B invested in iShares Future Exponential Technologies ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 46

18% more funds holding

Funds holding: 156184 (+28)

15% more capital invested

Capital invested by funds: $2.01B → $2.31B (+$297M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.15% less ownership

Funds ownership: 76.46%74.31% (-2.1%)

Holders
184
Holders Change
+28
Holders Change %
+17.95%
% of All Funds
3.26%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
42
Increased
66
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
126
Stewardship Financial Advisors
Georgia
$230K +$37.6K +712 +22%
Stifel Financial
127
Stifel Financial
Missouri
$221K +$203K +3,853 New
Creative Planning
128
Creative Planning
Kansas
$212K +$195K +3,701 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K +$187K +3,551 New
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$203K +$187K +3,540 New
AWA
131
Arkadios Wealth Advisors
Georgia
$188K +$580 +11 +0.3%
GRP
132
Global Retirement Partners
California
$186K
CF
133
Centaurus Financial
California
$186K +$22.2K +421 +15%
EIP
134
Ellis Investment Partners
Pennsylvania
$166K +$105 +2 +0.1%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$153K
CWP
136
Concord Wealth Partners
Virginia
$147K +$135K +2,568 New
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$138K -$11.8M -223,253 -99%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$126K +$105 +2 +0.1%
Vontobel Holding
139
Vontobel Holding
Switzerland
$97K +$89.7K +1,700 New
CTFG
140
Capstone Triton Financial Group
Oklahoma
$91K +$83.8K +1,588 New
FPS
141
Fieldpoint Private Securities
Connecticut
$73K +$67.5K +1,280 New
CFGS
142
Concourse Financial Group Securities
Alabama
$71K
HFM
143
Hartford Financial Management
Connecticut
$67K
TWM
144
Tradition Wealth Management
Minnesota
$64K +$59K +1,118 New
COCM
145
Charter Oak Capital Management
New Hampshire
$61K +$56.1K +1,063 New
SSB
146
Sandy Spring Bank
Maryland
$59K -$17.7K -335 -24%
GT
147
Glenmede Trust
Pennsylvania
$57K
GWM
148
Geneos Wealth Management
Colorado
$54K +$6.96K +132 +17%
CIAS
149
Capital Investment Advisory Services
North Carolina
$48K -$23.8K -452 -35%
VC
150
Vestor Capital
Illinois
$48K +$44K +835 New

XT Hedge Fund Activity: Q4 2020 in Review

184 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2020, worth a combined $2.31B — up 15% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new XT positions and 11 closed out — a net gain of 31 holders — while 66 added to existing stakes and 46 trimmed.

The largest buyer was UBS Group, adding an estimated $9.96M. The largest seller was Jane Street, exiting entirely with an estimated $31.6M sold.

  • 184 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2020, up from 156 in Q3 2020.
  • Funds reported $2.31B of iShares Future Exponential Technologies ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 42 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2020 and 11 closed out, a net change of +31 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2020 was UBS Group, an estimated $9.96M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2020 was Jane Street, an estimated $31.6M sold.

Based on aggregated 13F filings for Q4 2020.