iShares Future Exponential Technologies ETF
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 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
4% more capital invested
Capital invested by funds: $745M → $772M (+$27.4M)
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)
10% less funds holding
Funds holding: 31 → 28 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$17.5M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$247K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$245K |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
+$225K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$859K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$742K |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$252K |
| 4 |
Goldman Sachs
New York
|
-$145K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$60.3K |
XT Hedge Fund Activity: Q4 2016 in Review
28 of the 4,008 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 2 opened new positions — a net loss of 3 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 31 in Q3 2016.
- Funds reported $772M of iShares Future Exponential Technologies ETF stock for Q4 2016, up 3.7% quarter-over-quarter.
- 2 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2016 and 5 closed out, a net change of -3 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.