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iShares Future Exponential Technologies ETF

72 hedge funds and large institutions have $1.66B invested in iShares Future Exponential Technologies ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

44% more capital invested

Capital invested by funds: $1.15B → $1.66B (+$509M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more funds holding

Funds holding: 6372 (+9)

2.22% less ownership

Funds ownership: 78.04%75.81% (-2.2%)

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
17
Increased
31
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$1.47B +$486M +13,128,154 +48%
HI
2
Horizon Investments
North Carolina
$25.6M -$1.52M -41,096 -6%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$19M +$13.2M +357,000 +215%
Bank of America
4
Bank of America
North Carolina
$13.5M +$5.22M +140,978 +62%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.5M +$578K +15,623 +5%
NEPWA
6
New England Private Wealth Advisors
Massachusetts
$11.2M +$3.31M +89,362 +41%
DF
7
Donoghue Forlines
Massachusetts
$10.2M -$9.74M -262,964 -48%
RW
8
REDW Wealth
New Mexico
$9.87M +$765K +20,653 +8%
Wells Fargo
9
Wells Fargo
California
$8.71M +$1.34M +36,226 +18%
MP
10
Manifold Partners
California
$8.62M -$939K -25,366 -10%
Morgan Stanley
11
Morgan Stanley
New York
$7.29M +$455K +12,282 +7%
Ameriprise
12
Ameriprise
Minnesota
$7.14M -$29.5M -795,961 -80%
Jane Street
13
Jane Street
New York
$5.2M +$5.3M +143,029 New
AG
14
Advisor Group
Arizona
$4.11M +$190K +5,140 +5%
BCM
15
Barometer Capital Management
Ontario, Canada
$3.72M +$1.36M +36,600 +56%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.63M +$957K +25,862 +35%
HighTower Advisors
17
HighTower Advisors
Illinois
$3.38M +$209K +5,633 +6%
LPL Financial
18
LPL Financial
California
$3.25M +$542K +14,651 +20%
AI
19
Atria Investments
North Carolina
$2.79M +$1.65M +44,599 +138%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.68M -$1.89M -51,013 -41%
Stifel Financial
21
Stifel Financial
Missouri
$2.3M +$2.34M +63,181 New
PI
22
PFS Investments
Georgia
$2.2M +$731K +19,757 +48%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.17M +$467K +12,606 +27%
GWM
24
Geneos Wealth Management
Colorado
$2.13M +$268K +7,234 +14%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$2.02M +$499K +13,475 +32%

XT Hedge Fund Activity: Q1 2018 in Review

72 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2018, worth a combined $1.66B — up 44% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 7 closed out — a net gain of 10 holders — while 31 added to existing stakes and 13 trimmed.

The largest buyer was Edelman Financial Services, adding an estimated $486M. The largest seller was Ameriprise, cutting an estimated $29.5M.

  • 72 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2018, up from 63 in Q4 2017.
  • Funds reported $1.66B of iShares Future Exponential Technologies ETF stock for Q1 2018, up 44% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2018 and 7 closed out, a net change of +10 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2018 was Edelman Financial Services, an estimated $486M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2018 was Ameriprise, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2018.