We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

84 hedge funds and large institutions have $3.49B invested in iShares Future Exponential Technologies ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

102% more capital invested

Capital invested by funds: $1.72B → $3.49B (+$1.77B)

65.1% more ownership

Funds ownership: 76.51%141.62% (+65%)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more funds holding

Funds holding: 7584 (+9)

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
32
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$1.62B +$25.9M +681,141 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.61B +$1.58B +41,562,888 New
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$41.3M +$1.48M +39,000 +4%
Wells Fargo
4
Wells Fargo
California
$18M +$4.4M +115,802 +33%
Jane Street
5
Jane Street
New York
$16.6M +$15.5M +407,250 +1,920%
Bank of America
6
Bank of America
North Carolina
$16.4M +$2.57M +67,641 +19%
DF
7
Donoghue Forlines
Massachusetts
$14.6M -$7.42M -195,228 -34%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$13.7M +$908K +23,902 +7%
RW
9
REDW Wealth
New Mexico
$11.2M +$251K +6,617 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.9M -$3.66M -96,380 -25%
Citadel Advisors
11
Citadel Advisors
Florida
$9.83M +$6.85M +180,353 +246%
Ameriprise
12
Ameriprise
Minnesota
$9.37M +$22.1K +581 +0.2%
Morgan Stanley
13
Morgan Stanley
New York
$9.37M +$541K +14,244 +6%
PFC
14
Personal Financial Consultants
California
$9.25M +$9.07M +238,789 New
MML Investors Services
15
MML Investors Services
Massachusetts
$6.02M +$2.01M +52,994 +52%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.74M +$855K +22,497 +18%
CFGS
17
Concourse Financial Group Securities
Alabama
$5.47M +$5.37M +141,335 New
BCM
18
Barometer Capital Management
Ontario, Canada
$5.44M -$1.06M -27,800 -17%
GWM
19
Geneos Wealth Management
Colorado
$5.06M +$1.73M +45,575 +54%
AG
20
Advisor Group
Arizona
$4.8M +$331K +8,723 +8%
LPL Financial
21
LPL Financial
California
$4.67M +$504K +13,271 +12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.09M +$382K +10,042 +14%
SWM
23
Segment Wealth Management
Texas
$2.95M +$2.89M +76,145 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.59M +$210K +5,524 +9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.57M +$587K +15,446 +30%

XT Hedge Fund Activity: Q3 2018 in Review

84 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2018, worth a combined $3.49B — up 102% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 14 closed out — a net gain of 9 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.58B. The largest seller was Horizon Investments, exiting entirely with an estimated $26M sold.

  • 84 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2018, up from 75 in Q2 2018.
  • Funds reported $3.49B of iShares Future Exponential Technologies ETF stock for Q3 2018, up 102% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2018 and 14 closed out, a net change of +9 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.58B added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2018 was Horizon Investments, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2018.