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iShares Future Exponential Technologies ETF

98 hedge funds and large institutions have $1.93B invested in iShares Future Exponential Technologies ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $1.75B → $1.93B (+$182M)

5% more funds holding

Funds holding: 9398 (+5)

1.74% less ownership

Funds ownership: 82.58%80.84% (-1.7%)

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
17
Increased
26
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.61B +$21.6M +593,873 +1%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$44.7M -$10.9M -299,000 -20%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$42.9M +$2.38M +65,300 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29M -$38.3M -1,051,506 -58%
Bank of America
5
Bank of America
North Carolina
$19.1M +$3.03M +83,331 +20%
NEPWA
6
New England Private Wealth Advisors
Massachusetts
$13.4M +$195K +5,365 +2%
Morgan Stanley
7
Morgan Stanley
New York
$13.1M -$390K -10,717 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.4M +$281K +7,706 +3%
PFG
9
Pacific Financial Group
Washington
$11.3M -$108K -2,966 -1%
RW
10
REDW Wealth
New Mexico
$10.9M +$222K +6,102 +2%
PFC
11
Personal Financial Consultants
California
$10.2M +$3.05M +83,722 +45%
DF
12
Donoghue Forlines
Massachusetts
$10.1M -$21.6M -594,549 -69%
Ameriprise
13
Ameriprise
Minnesota
$9.68M +$19.6K +539 +0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.52M +$3.7M +101,492 +68%
CFGS
15
Concourse Financial Group Securities
Alabama
$7.23M -$10M -274,804 -59%
MML Investors Services
16
MML Investors Services
Massachusetts
$6.93M -$2.59M -71,021 -28%
LPL Financial
17
LPL Financial
California
$5.2M +$92.2K +2,531 +2%
AG
18
Advisor Group
Arizona
$3.96M +$6.59K +181 +0.2%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$3.9M -$5.85M -160,675 -61%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$3.9M +$3.74M +102,783 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.38M +$219K +6,004 +7%
Wells Fargo
22
Wells Fargo
California
$3.23M -$352K -9,671 -10%
WI
23
Wintrust Investments
Illinois
$2.93M +$90.6K +2,487 +3%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$2.77M -$201K -5,525 -11%
CA
25
Commerzbank Aktiengesellschaft
Germany
$2.44M +$2.33M +64,098 New

XT Hedge Fund Activity: Q1 2019 in Review

98 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2019, worth a combined $1.93B — up 10% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 10 closed out — a net gain of 7 holders — while 26 added to existing stakes and 38 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $21.6M. The largest seller was Envestnet Asset Management, cutting an estimated $38.3M.

  • 98 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2019, up from 93 in Q4 2018.
  • Funds reported $1.93B of iShares Future Exponential Technologies ETF stock for Q1 2019, up 10% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2019 and 10 closed out, a net change of +7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $21.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $38.3M sold.

Based on aggregated 13F filings for Q1 2019.