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iShares Future Exponential Technologies ETF

103 hedge funds and large institutions have $2.04B invested in iShares Future Exponential Technologies ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $1.93B → $2.04B (+$114M)

5% more funds holding

Funds holding: 98103 (+5)

1.73% more ownership

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

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
14
Increased
37
Reduced
31
Closed
7
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 -$29.6M -777,376 -2%
BCI
2
Brinker Capital Investments
Pennsylvania
$130M +$128M +3,361,558 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$44.3M +$683K +17,949 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$33.7M +$4.27M +112,321 +15%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$31.1M -$14.1M -370,000 -31%
Bank of America
6
Bank of America
North Carolina
$20.5M +$1.1M +28,879 +6%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$14.5M +$907K +23,860 +7%
Morgan Stanley
8
Morgan Stanley
New York
$12.7M -$570K -14,988 -4%
PFG
9
Pacific Financial Group
Washington
$11.3M
RW
10
REDW Wealth
New Mexico
$11.1M +$56.8K +1,494 +0.5%
PFC
11
Personal Financial Consultants
California
$10.5M +$182K +4,778 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.3M -$1.24M -32,555 -11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.3M +$632K +16,616 +7%
Ameriprise
14
Ameriprise
Minnesota
$9.87M +$45.1K +1,186 +0.5%
DF
15
Donoghue Forlines
Massachusetts
$9.67M -$525K -13,815 -5%
CFGS
16
Concourse Financial Group Securities
Alabama
$7.06M -$277K -7,284 -4%
MML Investors Services
17
MML Investors Services
Massachusetts
$6.7M -$330K -8,679 -5%
LPL Financial
18
LPL Financial
California
$4.4M -$870K -22,874 -17%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$4.14M +$172K +4,519 +4%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$3.95M -$14.9K -392 -0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.5M +$67.8K +1,783 +2%
AG
22
Advisor Group
Arizona
$3.37M -$644K -16,944 -16%
Wells Fargo
23
Wells Fargo
California
$3.1M -$179K -4,697 -6%
WI
24
Wintrust Investments
Illinois
$2.96M -$16.1K -423 -0.5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$2.77M

XT Hedge Fund Activity: Q2 2019 in Review

103 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2019, worth a combined $2.04B — up 5.9% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XT positions and 7 closed out — a net gain of 7 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $128M. The largest seller was Financial Engines Advisors, cutting an estimated $29.6M.

  • 103 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2019, up from 98 in Q1 2019.
  • Funds reported $2.04B of iShares Future Exponential Technologies ETF stock for Q2 2019, up 5.9% quarter-over-quarter.
  • 14 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2019 and 7 closed out, a net change of +7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2019 was Brinker Capital Investments, an estimated $128M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2019 was Financial Engines Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2019.