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iShares Future Exponential Technologies ETF

46 hedge funds and large institutions have $935M invested in iShares Future Exponential Technologies ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

28% more funds holding

Funds holding: 3646 (+10)

5% more capital invested

Capital invested by funds: $890M → $935M (+$44.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.97% less ownership

Funds ownership: 90.83%86.86% (-4%)

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
15
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$868M -$22.9M -737,636 -3%
HI
2
Horizon Investments
North Carolina
$25.4M -$515K -16,560 -2%
MP
3
Manifold Partners
California
$7.09M +$79.5K +2,559 +1%
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$3.59M +$3.51M +112,877 New
AG
5
Advisor Group
Arizona
$3.21M -$74.4K -2,394 -2%
MML Investors Services
6
MML Investors Services
Massachusetts
$3.07M +$3M +96,582 New
HighTower Advisors
7
HighTower Advisors
Illinois
$2.58M -$86.6K -2,786 -3%
CCMG
8
Clark Capital Management Group
Pennsylvania
$2.27M +$2.22M +71,353 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.03M +$1.42M +45,745 +251%
Morgan Stanley
10
Morgan Stanley
New York
$1.74M +$1.48M +47,588 +652%
FFS
11
Founders Financial Securities
Maryland
$1.73M -$77.5K -2,493 -4%
GWM
12
Geneos Wealth Management
Colorado
$1.69M +$22.4K +722 +1%
Bank of America
13
Bank of America
North Carolina
$1.69M +$264K +8,506 +19%
LPL Financial
14
LPL Financial
California
$1.51M +$212K +6,822 +17%
RCG
15
Ruggie Capital Group
Florida
$1.23M -$146K -4,700 -11%
AI
16
Atria Investments
North Carolina
$1.01M +$101K +3,252 +11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$892K +$296K +9,521 +51%
VNA
18
Valley National Advisers
Pennsylvania
$730K -$17.7K -571 -2%
AGM
19
Alpine Global Management
New York
$620K +$607K +19,522 New
AGU
20
Alpine Group USVI
U.S. Virgin Islands
$620K +$607K +19,522 New
MC
21
Mathes Company
New York
$576K +$563K +18,125 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$503K +$208K +6,705 +73%
IA
23
IFP Advisors
Florida
$493K -$57.3K -1,843 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$429K -$85.4K -2,748 -17%
CT
25
Coastline Trust
Rhode Island
$375K +$366K +11,790 New

XT Hedge Fund Activity: Q2 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2017, worth a combined $935M — up 5% from $890M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XT positions and 6 closed out — a net gain of 10 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was New England Private Wealth Advisors, opening a new position worth an estimated $3.51M. The largest seller was Edelman Financial Services, cutting an estimated $22.9M.

  • 46 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2017, up from 36 in Q1 2017.
  • Funds reported $935M of iShares Future Exponential Technologies ETF stock for Q2 2017, up 5% quarter-over-quarter.
  • 16 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2017 and 6 closed out, a net change of +10 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2017 was New England Private Wealth Advisors, an estimated $3.51M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2017 was Edelman Financial Services, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2017.