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iShares Future Exponential Technologies ETF

61 hedge funds and large institutions have $1.08B invested in iShares Future Exponential Technologies ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more funds holding

Funds holding: 4661 (+15)

16% more capital invested

Capital invested by funds: $935M → $1.08B (+$147M)

7.77% less ownership

Funds ownership: 86.86%79.09% (-7.8%)

Holders
61
Holders Change
+15
Holders Change %
+32.61%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
24
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$938M -$421K -12,741 -0%
Ameriprise
2
Ameriprise
Minnesota
$30.2M +$28.9M +872,876 +10,734%
HI
3
Horizon Investments
North Carolina
$23.8M -$1.71M -51,649 -6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.91M +$7.44M +224,781 +351%
MP
5
Manifold Partners
California
$8.44M +$744K +22,482 +10%
RW
6
REDW Wealth
New Mexico
$6.61M +$6.37M +192,500 New
Bank of America
7
Bank of America
North Carolina
$6.48M +$4.48M +135,497 +255%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$5.79M +$1.85M +55,825 +49%
CCMG
9
Clark Capital Management Group
Pennsylvania
$5.13M +$2.58M +78,071 +109%
Morgan Stanley
10
Morgan Stanley
New York
$4.71M +$2.72M +82,240 +150%
Wells Fargo
11
Wells Fargo
California
$3.81M +$3.67M +110,936 +66,829%
MML Investors Services
12
MML Investors Services
Massachusetts
$3.73M +$396K +11,985 +12%
AG
13
Advisor Group
Arizona
$3.63M +$161K +4,860 +5%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.93M +$147K +4,456 +6%
Jane Street
15
Jane Street
New York
$2.88M +$2.77M +83,749 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.44M +$2.04M +61,698 +656%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.02M +$1.02M +30,916 +110%
LPL Financial
18
LPL Financial
California
$1.93M +$289K +8,740 +18%
GWM
19
Geneos Wealth Management
Colorado
$1.87M +$52.7K +1,592 +3%
FFS
20
Founders Financial Securities
Maryland
$1.79M -$74K -2,237 -4%
BCM
21
Barometer Capital Management
Ontario, Canada
$1.62M +$1.56M +47,100 New
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$1.56M +$1.51M +45,600 New
RCG
23
Ruggie Capital Group
Florida
$1.42M +$81.4K +2,460 +6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.13M +$647K +19,566 +145%
Citadel Advisors
25
Citadel Advisors
Florida
$1.12M +$1.08M +32,523 New

XT Hedge Fund Activity: Q3 2017 in Review

61 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2017, worth a combined $1.08B — up 16% from $935M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 1 closed out — a net gain of 16 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Ameriprise, adding an estimated $28.9M. The largest seller was Horizon Investments, cutting an estimated $1.71M.

  • 61 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2017, up from 46 in Q2 2017.
  • Funds reported $1.08B of iShares Future Exponential Technologies ETF stock for Q3 2017, up 16% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2017 and 1 closed out, a net change of +16 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2017 was Ameriprise, an estimated $28.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2017 was Horizon Investments, an estimated $1.71M sold.

Based on aggregated 13F filings for Q3 2017.