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iShares Future Exponential Technologies ETF

63 hedge funds and large institutions have $1.15B invested in iShares Future Exponential Technologies ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $1.08B → $1.15B (+$65.1M)

3% more funds holding

Funds holding: 6163 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.05% less ownership

Funds ownership: 79.09%78.04% (-1.1%)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
33
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$962M -$5.8M -165,407 -0.6%
Ameriprise
2
Ameriprise
Minnesota
$35.1M +$3.89M +111,098 +13%
HI
3
Horizon Investments
North Carolina
$23.2M -$678K -19,353 -3%
DF
4
Donoghue Forlines
Massachusetts
$19.3M +$19.1M +543,749 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$10.7M +$427K +12,176 +4%
MP
6
Manifold Partners
California
$9.29M +$579K +16,531 +7%
RW
7
REDW Wealth
New Mexico
$8.88M +$2.04M +58,153 +30%
Bank of America
8
Bank of America
North Carolina
$8.11M +$1.41M +40,140 +21%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$7.7M +$1.7M +48,614 +29%
Wells Fargo
10
Wells Fargo
California
$7.2M +$3.23M +92,105 +83%
Morgan Stanley
11
Morgan Stanley
New York
$6.67M +$1.79M +50,927 +37%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$5.9M +$4.23M +120,800 +265%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.42M +$565K +16,112 +15%
AG
14
Advisor Group
Arizona
$3.82M +$72.3K +2,064 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.08M +$59.2K +1,690 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$2.98M +$1.81M +51,589 +159%
LPL Financial
17
LPL Financial
California
$2.65M +$646K +18,421 +33%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.62M +$520K +14,849 +25%
BCM
19
Barometer Capital Management
Ontario, Canada
$2.33M +$652K +18,600 +39%
FFS
20
Founders Financial Securities
Maryland
$1.82M -$29.7K -846 -2%
GWM
21
Geneos Wealth Management
Colorado
$1.81M -$127K -3,622 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.67M +$493K +14,051 +43%
PI
23
PFS Investments
Georgia
$1.59M +$1.45M +41,405 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.49M +$842K +24,027 +133%
RCG
25
Ruggie Capital Group
Florida
$1.48M +$13.9K +397 +1%

XT Hedge Fund Activity: Q4 2017 in Review

63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2017, worth a combined $1.15B — up 6% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XT positions and 11 closed out — a net gain of 2 holders — while 33 added to existing stakes and 8 trimmed.

The largest buyer was Donoghue Forlines, opening a new position worth an estimated $19.1M. The largest seller was Edelman Financial Services, cutting an estimated $5.8M.

  • 63 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2017, up from 61 in Q3 2017.
  • Funds reported $1.15B of iShares Future Exponential Technologies ETF stock for Q4 2017, up 6% quarter-over-quarter.
  • 13 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2017 and 11 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2017 was Donoghue Forlines, an estimated $19.1M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2017 was Edelman Financial Services, an estimated $5.8M sold.

Based on aggregated 13F filings for Q4 2017.