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iShares Future Exponential Technologies ETF

36 hedge funds and large institutions have $890M invested in iShares Future Exponential Technologies ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more funds holding

Funds holding: 2836 (+8)

15% more capital invested

Capital invested by funds: $772M → $890M (+$118M)

3.71% less ownership

Funds ownership: 94.54%90.83% (-3.7%)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
13
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$833M -$11.4M -397,561 -1%
HI
2
Horizon Investments
North Carolina
$24.7M +$23.8M +832,058 New
MP
3
Manifold Partners
California
$6.55M +$6.31M +220,573 New
Citadel Advisors
4
Citadel Advisors
Florida
$3.5M +$3.37M +117,887 New
Jane Street
5
Jane Street
New York
$3.11M +$2.99M +104,631 New
AG
6
Advisor Group
Arizona
$3.07M +$63.4K +2,217 +2%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.48M +$37.8K +1,322 +2%
FFS
8
Founders Financial Securities
Maryland
$1.69M +$1.63M +56,968 New
GWM
9
Geneos Wealth Management
Colorado
$1.61M +$1.5M +52,485 New
Bank of America
10
Bank of America
North Carolina
$1.33M +$436K +15,257 +52%
VKH
11
Virtu KCG Holdings
New York
$1.32M +$1.27M +44,367 New
RCG
12
Ruggie Capital Group
Florida
$1.29M +$227K +7,943 +22%
LPL Financial
13
LPL Financial
California
$1.21M +$86.8K +3,035 +8%
AI
14
Atria Investments
North Carolina
$845K +$814K +28,454 New
VNA
15
Valley National Advisers
Pennsylvania
$699K -$94.8K -3,315 -12%
Goldman Sachs
16
Goldman Sachs
New York
$626K +$385K +13,470 +177%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$551K +$262K +9,179 +98%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$541K +$85.2K +2,980 +20%
IA
19
IFP Advisors
Florida
$516K +$463K +16,207 +1,407%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$482K +$4.72K +165 +1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$271K +$254K +8,888 +3,658%
Morgan Stanley
22
Morgan Stanley
New York
$217K +$172K +6,004 +463%
Creative Planning
23
Creative Planning
Kansas
$83K +$25.1K +876 +46%
GT
24
Glenmede Trust
Pennsylvania
$29K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$28K

XT Hedge Fund Activity: Q1 2017 in Review

36 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2017, worth a combined $890M — up 15% from $772M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XT positions and 2 closed out — a net gain of 8 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $23.8M. The largest seller was Edelman Financial Services, cutting an estimated $11.4M.

  • 36 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2017, up from 28 in Q4 2016.
  • Funds reported $890M of iShares Future Exponential Technologies ETF stock for Q1 2017, up 15% quarter-over-quarter.
  • 10 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2017 and 2 closed out, a net change of +8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2017 was Horizon Investments, an estimated $23.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2017 was Edelman Financial Services, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2017.