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iShares Future Exponential Technologies ETF

130 hedge funds and large institutions have $2.2B invested in iShares Future Exponential Technologies ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

18% more funds holding

Funds holding: 110130 (+20)

9% more capital invested

Capital invested by funds: $2.01B → $2.2B (+$185M)

0.19% more ownership

Funds ownership: 80.19%80.38% (+0.19%)

Holders
130
Holders Change
+20
Holders Change %
+18.18%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
29
Increased
40
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.76B -$35.9M -881,673 -2%
BCI
2
Brinker Capital Investments
Pennsylvania
$148M +$674K +16,561 +0.5%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$49.4M +$55.8K +1,371 +0.1%
Bank of America
4
Bank of America
North Carolina
$27.6M +$297K +7,288 +1%
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$15.7M -$206K -5,057 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.9M +$492K +12,082 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13.1M +$1.51M +36,986 +14%
RW
8
REDW Wealth
New Mexico
$12.3M +$206K +5,065 +2%
Morgan Stanley
9
Morgan Stanley
New York
$11.4M -$2.7M -66,322 -20%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.4M -$248K -6,096 -2%
Ameriprise
11
Ameriprise
Minnesota
$11.3M -$109K -2,684 -1%
TFA
12
Tobias Financial Advisors
Florida
$8.12M +$7.73M +189,966 New
EWA
13
EP Wealth Advisors
California
$8.09M -$2.78M -68,379 -27%
Citadel Advisors
14
Citadel Advisors
Florida
$5.92M +$2.95M +72,466 +110%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$4.8M +$109K +2,686 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.22M +$157K +3,860 +4%
BAM
17
Beaumont Asset Management
Texas
$4M +$3.81M +93,535 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.94M +$612K +15,039 +19%
AG
19
Advisor Group
Arizona
$3.88M +$37.2K +914 +1%
LPL Financial
20
LPL Financial
California
$3.71M -$1.14M -27,901 -24%
Wells Fargo
21
Wells Fargo
California
$3.56M +$109K +2,681 +3%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$3.46M +$3.29M +80,816 New
WI
23
Wintrust Investments
Illinois
$3.42M +$56.2K +1,380 +2%
EPWM
24
Essex Private Wealth Management
Massachusetts
$2.97M +$2.83M +69,477 New
PAG
25
Private Advisor Group
New Jersey
$2.95M +$193K +4,735 +7%

XT Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2019, worth a combined $2.2B — up 9.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new XT positions and 9 closed out — a net gain of 20 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $3.29M. The largest seller was Financial Engines Advisors, cutting an estimated $35.9M.

  • 130 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2019, up from 110 in Q3 2019.
  • Funds reported $2.2B of iShares Future Exponential Technologies ETF stock for Q4 2019, up 9.2% quarter-over-quarter.
  • 29 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $3.29M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2019 was Financial Engines Advisors, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2019.