iShares Future Exponential Technologies ETF
133 hedge funds and large institutions have $1.91B invested in iShares Future Exponential Technologies ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 20 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 29
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
28% more capital invested
Capital invested by funds: $1.5B → $1.91B (+$417M)
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
3% more funds holding
Funds holding: 129 → 133 (+4)
1.13% more ownership
Funds ownership: 77.41% → 78.54% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$37.1M |
| 2 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$14.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.6M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$6.53M |
| 5 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$53.1M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$7.51M |
| 3 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
-$3.97M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.62M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -35 | Closed |
|
|
BFEC
152
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$1K | -30 | Closed |
|
|
SFA
153
Stewardship Financial Advisors
Stockbridge,
Georgia
| – | +$328 | +8 | New |
|
XT Hedge Fund Activity: Q2 2020 in Review
133 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2020, worth a combined $1.91B — up 28% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XT positions and 20 closed out — a net gain of 5 holders — while 50 added to existing stakes and 29 trimmed.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $37.1M. The largest seller was Financial Engines Advisors, cutting an estimated $53.1M.
- 133 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2020, up from 129 in Q1 2020.
- Funds reported $1.91B of iShares Future Exponential Technologies ETF stock for Q2 2020, up 28% quarter-over-quarter.
- 25 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2020 and 20 closed out, a net change of +5 holders.
- The largest iShares Future Exponential Technologies ETF buyer in Q2 2020 was Retirement Planning Group (Kansas), an estimated $37.1M added.
- The largest iShares Future Exponential Technologies ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $53.1M sold.
Based on aggregated 13F filings for Q2 2020.