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iShares Future Exponential Technologies ETF

75 hedge funds and large institutions have $1.72B invested in iShares Future Exponential Technologies ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 8

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 7275 (+3)

4% more capital invested

Capital invested by funds: $1.66B → $1.72B (+$68.3M)

0.7% more ownership

Funds ownership: 75.81%76.51% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
42
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$1.49B +$35.8M +974,658 +2%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$37.3M +$18.5M +505,000 +96%
HI
3
Horizon Investments
North Carolina
$26M +$534K +14,544 +2%
DF
4
Donoghue Forlines
Massachusetts
$20.7M +$10.7M +290,830 +104%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.7M +$2.29M +62,463 +20%
Bank of America
6
Bank of America
North Carolina
$12.9M -$474K -12,921 -3%
Wells Fargo
7
Wells Fargo
California
$12.7M +$4.04M +110,146 +46%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$12M +$852K +23,203 +8%
RW
9
REDW Wealth
New Mexico
$10.3M +$459K +12,497 +5%
Ameriprise
10
Ameriprise
Minnesota
$8.75M +$1.67M +45,376 +23%
Morgan Stanley
11
Morgan Stanley
New York
$8.25M +$1M +27,287 +14%
BCM
12
Barometer Capital Management
Ontario, Canada
$6.09M +$2.42M +65,900 +64%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.55M +$952K +25,947 +26%
AG
14
Advisor Group
Arizona
$4.18M +$86.4K +2,354 +2%
LPL Financial
15
LPL Financial
California
$3.89M +$662K +18,028 +20%
AI
16
Atria Investments
North Carolina
$3.77M +$1M +27,282 +36%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.71M +$1.05M +28,741 +39%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.48M +$121K +3,290 +4%
GWM
19
Geneos Wealth Management
Colorado
$3.07M +$968K +26,366 +45%
PI
20
PFS Investments
Georgia
$2.89M +$591K +16,098 +26%
Citadel Advisors
21
Citadel Advisors
Florida
$2.66M +$2.7M +73,435 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.52M +$366K +9,972 +17%
Goldman Sachs
23
Goldman Sachs
New York
$2.38M +$2.41M +65,729 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.22M +$212K +5,776 +10%
RCG
25
Ruggie Capital Group
Florida
$2.1M +$373K +10,159 +21%

XT Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2018, worth a combined $1.72B — up 4.1% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XT positions and 10 closed out — a net gain of 3 holders — while 42 added to existing stakes and 8 trimmed.

The largest buyer was Edelman Financial Services, adding an estimated $35.8M. The largest seller was Manifold Partners, exiting entirely with an estimated $8.62M sold.

  • 75 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2018, up from 72 in Q1 2018.
  • Funds reported $1.72B of iShares Future Exponential Technologies ETF stock for Q2 2018, up 4.1% quarter-over-quarter.
  • 13 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2018 and 10 closed out, a net change of +3 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2018 was Edelman Financial Services, an estimated $35.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2018 was Manifold Partners, an estimated $8.62M sold.

Based on aggregated 13F filings for Q2 2018.