We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

24 hedge funds and large institutions have $650M invested in iShares Future Exponential Technologies ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $595M → $650M (+$55.5M)

2.16% more ownership

Funds ownership: 91.78%93.94% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 2624 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
6
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$643M +$66.8M +2,903,159 +12%
HighTower Advisors
2
HighTower Advisors
Illinois
$2.18M +$261K +11,322 +14%
Jane Street
3
Jane Street
New York
$1.59M +$1.17M +51,022 +349%
VNA
4
Valley National Advisers
Pennsylvania
$1.1M -$11.4K -494 -1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.06M +$1.01M +43,920 New
Goldman Sachs
6
Goldman Sachs
New York
$465K -$111K -4,822 -20%
Bank of America
7
Bank of America
North Carolina
$337K -$656K -28,518 -67%
IA
8
IFP Advisors
Florida
$321K +$157K +6,820 +390%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$249K +$17.9K +777 +8%
Morgan Stanley
10
Morgan Stanley
New York
$165K -$13.8K -601 -8%
RCG
11
Ruggie Capital Group
Florida
$45K +$42.6K +1,852 New
SSB
12
Sandy Spring Bank
Maryland
$35K
HFM
13
Hartford Financial Management
Connecticut
$34K +$6.1K +265 +23%
GT
14
Glenmede Trust
Pennsylvania
$24K
MFS
15
MSI Financial Services
Massachusetts
$12K -$4.3K -187 -27%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.9K +515 New
BWA
17
Burt Wealth Advisors
Maryland
$10K
LWM
18
Lenox Wealth Management
Ohio
$7K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$6K -$4.92K -214 -47%
AIG
20
American International Group
New York
$5K -$2.3K -100 -33%
Creative Planning
21
Creative Planning
Kansas
$2K
KF
22
Krilogy Financial
Missouri
$2K
Citigroup
23
Citigroup
New York
$1K
LPL Financial
24
LPL Financial
California
-$530K -21,700 Closed
MLIC
25
Mandatum Life Insurance Company
Finland
-$85K -3,400 Closed

XT Hedge Fund Activity: Q1 2016 in Review

24 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2016, worth a combined $650M — up 9.3% from $595M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of XT and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.

The largest buyer was Edelman Financial Services, adding an estimated $66.8M. The largest seller was Bank of America, cutting an estimated $656K.

  • 24 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2016, down from 26 in Q4 2015.
  • Funds reported $650M of iShares Future Exponential Technologies ETF stock for Q1 2016, up 9.3% quarter-over-quarter.
  • 3 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2016 and 4 closed out, a net change of -1 holder.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2016 was Edelman Financial Services, an estimated $66.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2016 was Bank of America, an estimated $656K sold.

Based on aggregated 13F filings for Q1 2016.