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iShares Future Exponential Technologies ETF

156 hedge funds and large institutions have $2.01B invested in iShares Future Exponential Technologies ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

17% more funds holding

Funds holding: 133156 (+23)

5% more capital invested

Capital invested by funds: $1.91B → $2.01B (+$97.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.09% less ownership

Funds ownership: 78.54%76.46% (-2.1%)

Holders
156
Holders Change
+23
Holders Change %
+17.29%
% of All Funds
3.15%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
32
Increased
57
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.35B -$176M -3,685,348 -12%
BCI
2
Brinker Capital Investments
Pennsylvania
$105M -$14.6M -305,939 -12%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$75.4M +$31M +647,602 +72%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59.2M -$89.4K -1,870 -0.2%
Bank of America
5
Bank of America
North Carolina
$36.5M +$1.78M +37,184 +5%
Jane Street
6
Jane Street
New York
$31.6M +$26.2M +546,923 +528%
Wells Fargo
7
Wells Fargo
California
$26.9M +$8.58M +179,459 +48%
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$22.6M +$5.48M +114,528 +33%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$20.6M +$1.07M +22,318 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17.4M +$310K +6,478 +2%
SW
11
SVB Wealth
Massachusetts
$16.9M +$2.01M +42,135 +14%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$15.9M +$45.4K +950 +0.3%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$15.6M -$1.43M -30,000 -9%
Morgan Stanley
14
Morgan Stanley
New York
$13.2M +$2.06M +42,974 +19%
Ameriprise
15
Ameriprise
Minnesota
$13.1M +$573K +11,977 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11M -$721K -15,067 -6%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$11M +$8.55M +178,759 +381%
TFA
18
Tobias Financial Advisors
Florida
$9.36M -$352K -7,357 -4%
BPB
19
Badgley, Phelps & Bell
Washington
$7.89M +$416K +8,698 +6%
HHRDM
20
H&H Retirement Design & Management
Nevada
$7.75M +$7.63M +159,632 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.62M +$1.13M +23,701 +18%
Citadel Advisors
22
Citadel Advisors
Florida
$6.93M +$6.82M +142,656 New
MA
23
Mutual Advisors
Nebraska
$6.44M +$6.34M +132,541 New
CT
24
Coastline Trust
Rhode Island
$6.04M +$2.07M +43,270 +53%
UBS Group
25
UBS Group
Switzerland
$6.01M +$3.17M +66,243 +115%

XT Hedge Fund Activity: Q3 2020 in Review

156 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2020, worth a combined $2.01B — up 5.1% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new XT positions and 8 closed out — a net gain of 24 holders — while 57 added to existing stakes and 37 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $31M. The largest seller was Financial Engines Advisors, cutting an estimated $176M.

  • 156 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2020, up from 133 in Q2 2020.
  • Funds reported $2.01B of iShares Future Exponential Technologies ETF stock for Q3 2020, up 5.1% quarter-over-quarter.
  • 32 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2020 and 8 closed out, a net change of +24 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2020 was Retirement Planning Group (Kansas), an estimated $31M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2020 was Financial Engines Advisors, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2020.