We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF
XT

28 hedge funds and large institutions have $772M invested in iShares Future Exponential Technologies ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

4% more capital invested

Capital invested by funds: $745M → $772M (+$27.5M)

0.4% more ownership

Funds ownership: 94.14% → 94.54% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less funds holding

Funds holding: 30 → 28 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
11
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFS
Edelman Financial Services
Virginia
+$17.5M
2
AG
Advisor Group
Arizona
+$247K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$245K
4
RCG
Ruggie Capital Group
Florida
+$225K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$180K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$859K
2
VKH
Virtu KCG Holdings
New York
-$742K
3
VNA
Valley National Advisers
Pennsylvania
-$252K
4
Goldman Sachs
Goldman Sachs
New York
-$145K
5
HighTower Advisors
HighTower Advisors
Illinois
-$60.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$762M +$17.5M +670,550 +2%
AG
2
Advisor Group
Arizona
$2.71M +$247K +9,448 +10%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.21M -$60.3K -2,308 -3%
LPL Financial
4
LPL Financial
California
$1.01M +$53.7K +2,053 +6%
RCG
5
Ruggie Capital Group
Florida
$953K +$225K +8,617 +32%
Bank of America
6
Bank of America
North Carolina
$787K +$129K +4,920 +20%
VNA
7
Valley National Advisers
Pennsylvania
$719K -$252K -9,626 -26%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$431K +$59.6K +2,279 +17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$408K +$180K +6,905 +83%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$251K +$245K +9,375 New
Goldman Sachs
11
Goldman Sachs
New York
$204K -$145K -5,550 -42%
UBS Group
12
UBS Group
Switzerland
$100K +$97.2K +3,719 New
Creative Planning
13
Creative Planning
Kansas
$51K – – –
Morgan Stanley
14
Morgan Stanley
New York
$35K +$1.41K +54 +4%
IA
15
IFP Advisors
Florida
$31K +$10.5K +402 +54%
GT
16
Glenmede Trust
Pennsylvania
$26K – – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$25K +$24.8K +950 New
WOC
18
West Oak Capital
California
$24.1K – – –
DBT
19
Dubuque Bank & Trust
Iowa
$21K – – –
BWA
20
Burt Wealth Advisors
Maryland
$11K +$78 +3 +0.8%
LWM
21
Lenox Wealth Management
Ohio
$8K – – –
SSB
22
Sandy Spring Bank
Maryland
$8K – – –
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$7K +$26 +1 +0.4%
NFG
24
Next Financial Group
Texas
$5K – – –
KF
25
Krilogy Financial
Missouri
$1K -$2.01K -77 -79%
1
2

XT Hedge Fund Activity: Q4 2016 in Review

28 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2016, worth a combined $772M — up 3.7% from $745M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of XT and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 11 added.

The largest buyer was Edelman Financial Services, adding an estimated $17.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $859K sold.

  • 28 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2016, down from 30 in Q3 2016.
  • Funds reported $772M of iShares Future Exponential Technologies ETF stock for Q4 2016, up 3.7% quarter-over-quarter.
  • 3 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2016 and 5 closed out, a net change of -2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2016 was Edelman Financial Services, an estimated $17.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2016 was Susquehanna International Group, an estimated $859K sold.

Based on aggregated 13F filings for Q4 2016.