Jim Simons
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Jim Simons’s iShares Future Exponential Technologies ETF XT Stock Holding History

Jim Simons’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-24,700
Closed -$1.61M – 4004
2025
Q2 		$1.61M Sell
24,700
-36,400
-60% -$2.17M ﹤0.01% 2249
2025
Q1 		$3.52M Buy
61,100
+9,000
+17% +$550K 0.01% 1646
2024
Q4 		$3.11M Buy
52,100
+42,000
+416% +$2.55M ﹤0.01% 1751
2024
Q3 		$615K Buy
10,100
+1,100
+12% +$64.6K ﹤0.01% 2689
2024
Q2 		$529K Sell
9,000
-4,900
-35% -$285K ﹤0.01% 2665
2024
Q1 		$829K Buy
+13,900
New +$816K ﹤0.01% 2595
2023
Q3 		– Sell
-16,400
Closed -$912K – 4180
2023
Q2 		$912K Buy
+16,400
New +$864K ﹤0.01% 2521
2022
Q3 		– Sell
-8,300
Closed -$398K – 4474
2022
Q2 		$398K Buy
+8,300
New +$431K ﹤0.01% 3294
2022
Q1 		– Sell
-11,998
Closed -$793K – 4534
2021
Q4 		$793K Buy
11,998
+6,098
+103% +$397K ﹤0.01% 2817
2021
Q3 		$370K Sell
5,900
-9,600
-62% -$619K ﹤0.01% 3006
2021
Q2 		$980K Buy
15,500
+1,800
+13% +$111K ﹤0.01% 2677
2021
Q1 		$811K Buy
13,700
+5,700
+71% +$339K ﹤0.01% 2702
2020
Q4 		$458K Buy
8,000
+2,000
+33% +$105K ﹤0.01% 2858
2020
Q3 		$291K Buy
+6,000
New +$287K ﹤0.01% 3009

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's XT Position: Q3 2025 in Review

Jim Simons sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2025, closing a stake of 24,700 shares — an estimated $1.61M sold.

Jim Simons first reported a position in XT in Q3 2020 and held it in 14 quarters. The position peaked at $3.52M in Q1 2025. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

  • Jim Simons reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2025 after selling out during the quarter.
  • Jim Simons sold 24,700 iShares Future Exponential Technologies ETF shares in Q3 2025, an estimated $1.61M.
  • Jim Simons first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and held it in 14 quarters.
  • Jim Simons's iShares Future Exponential Technologies ETF position peaked at $3.52M in Q1 2025.
  • 269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.