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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

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

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
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
RWG
152
Regal Wealth Group
California
$2K +$239 +5 +17%
JP Morgan Chase
153
JP Morgan Chase
New York
$2K +$2.1K +44 New
BHWM
154
Bay Harbor Wealth Management
Maryland
$2K +$2.44K +51 New
WIM
155
Westside Investment Management
California
$4 – – –
TI
156
Trexquant Investment
Connecticut
– -$476K -10,700 Closed
Wolverine Trading
157
Wolverine Trading
Illinois
– -$351K -7,980 Closed
XF
158
XML Financial
Maryland
– -$352K -7,912 Closed
BRWA
159
B. Riley Wealth Advisors
Florida
– -$277K -6,211 Closed
PWP
160
Principle Wealth Partners
Connecticut
– -$76K -1,699 Closed
WR
161
Watson Rebecca
– -$74K -1,653 Closed
LIA
162
LS Investment Advisors
Michigan
– -$22K -500 Closed
CFG
163
Citizens Financial Group
Rhode Island
– -$19K -425 Closed
Simplex Trading
164
Simplex Trading
Illinois
– +$191 +4 New
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.