We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

93 hedge funds and large institutions have $1.75B invested in iShares Future Exponential Technologies ETF in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

11% more funds holding

Funds holding: 8493 (+9)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

50% less capital invested

Capital invested by funds: $3.49B → $1.75B (-$1.74B)

59.04% less ownership

Funds ownership: 141.62%82.58% (-59%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
22
Increased
32
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.39B +$1.49B +41,910,414 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$60.3M -$1.41B -39,749,232 -96%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$49.1M +$14.5M +409,000 +38%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$35.4M +$37.6M +1,059,319 +20,247%
DF
5
Donoghue Forlines
Massachusetts
$28.6M +$17.1M +482,750 +128%
CFGS
6
Concourse Financial Group Securities
Alabama
$15.5M +$11.5M +323,847 +229%
Bank of America
7
Bank of America
North Carolina
$13.9M -$183K -5,150 -1%
Morgan Stanley
8
Morgan Stanley
New York
$11.8M +$4.06M +114,396 +47%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$11.6M -$213K -6,001 -2%
PFG
10
Pacific Financial Group
Washington
$10M +$10.7M +301,376 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.75M +$371K +10,471 +4%
RW
12
REDW Wealth
New Mexico
$9.34M -$344K -9,692 -3%
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$8.76M +$9.34M +263,455 New
Ameriprise
14
Ameriprise
Minnesota
$8.46M +$430K +12,126 +5%
MML Investors Services
15
MML Investors Services
Massachusetts
$8.43M +$3.48M +98,039 +63%
PFC
16
Personal Financial Consultants
California
$6.15M -$1.91M -53,843 -23%
AFA
17
American Financial Advisors
Georgia
$5.63M +$6M +169,217 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.96M +$32K +902 +0.6%
LPL Financial
19
LPL Financial
California
$4.47M +$485K +13,684 +11%
GWM
20
Geneos Wealth Management
Colorado
$3.77M -$571K -16,092 -12%
AG
21
Advisor Group
Arizona
$3.46M -$708K -19,961 -16%
Wells Fargo
22
Wells Fargo
California
$3.15M -$13.1M -370,650 -80%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.75M +$111K +3,133 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$2.59M -$6.24M -176,035 -69%
WI
25
Wintrust Investments
Illinois
$2.48M +$920K +25,944 +53%

XT Hedge Fund Activity: Q4 2018 in Review

93 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2018, worth a combined $1.75B — down 50% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XT positions and 13 closed out — a net gain of 9 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $1.49B. The largest seller was Envestnet Asset Management, cutting an estimated $1.41B.

  • 93 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2018, up from 84 in Q3 2018.
  • Funds reported $1.75B of iShares Future Exponential Technologies ETF stock for Q4 2018, down 50% quarter-over-quarter.
  • 22 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2018 and 13 closed out, a net change of +9 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $1.49B added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2018.