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iShares Future Exponential Technologies ETF

129 hedge funds and large institutions have $1.5B invested in iShares Future Exponential Technologies ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 130129 (-1)

2.97% less ownership

Funds ownership: 80.38%77.41% (-3%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

32% less capital invested

Capital invested by funds: $2.2B → $1.5B (-$701M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
2.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
39
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.17B -$347M -8,501,987 -21%
BCI
2
Brinker Capital Investments
Pennsylvania
$91.3M -$37.1M -907,823 -26%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$40M -$1.24M -30,445 -3%
Bank of America
4
Bank of America
North Carolina
$23.7M +$847K +20,727 +3%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$12.5M +$13.6M +334,000 +2,037%
NEPWA
6
New England Private Wealth Advisors
Massachusetts
$11.4M -$1.86M -45,539 -12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11.2M +$410K +10,026 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.58M +$125K +3,061 +1%
Ameriprise
9
Ameriprise
Minnesota
$9.33M -$113K -2,774 -1%
RW
10
REDW Wealth
New Mexico
$7.34M -$3.31M -80,988 -28%
TFA
11
Tobias Financial Advisors
Florida
$7.08M +$363K +8,886 +5%
FTUS
12
Flow Traders U.S.
New York
$6.75M +$6.17M +150,978 +392%
Morgan Stanley
13
Morgan Stanley
New York
$6.2M -$3.76M -91,953 -35%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.35M -$8.09M -197,959 -57%
SW
15
SVB Wealth
Massachusetts
$5.2M +$5.96M +145,913 New
CIBC World Market
16
CIBC World Market
Ontario, Canada
$4.03M +$34.8K +852 +0.8%
MML Investors Services
17
MML Investors Services
Massachusetts
$4M +$554K +13,549 +14%
BAM
18
Beaumont Asset Management
Texas
$3.99M +$757K +18,537 +20%
PP
19
Prudential plc
United Kingdom
$3.73M +$2.29M +56,000 +115%
EWA
20
EP Wealth Advisors
California
$3.33M -$3.91M -95,707 -51%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$3.29M +$474K +11,597 +14%
SFS
22
Sowell Financial Services
Arkansas
$3.15M +$2.76M +67,503 +323%
LPL Financial
23
LPL Financial
California
$3.04M -$53.9K -1,318 -2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$2.77M
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.76M +$3.16M +77,438 New

XT Hedge Fund Activity: Q1 2020 in Review

129 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2020, worth a combined $1.5B — down 32% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XT positions and 14 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $13.6M. The largest seller was Financial Engines Advisors, cutting an estimated $347M.

  • 129 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $1.5B of iShares Future Exponential Technologies ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 16 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2020 and 14 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2020 was Mirae Asset Global Investments, an estimated $13.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2020 was Financial Engines Advisors, an estimated $347M sold.

Based on aggregated 13F filings for Q1 2020.