iShares Future Exponential Technologies ETF
225 hedge funds and large institutions have $2.74B invested in iShares Future Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
64% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 55
7% more funds holding
Funds holding: 210 → 225 (+15)
0% more capital invested
Capital invested by funds: $2.73B → $2.74B (+$12.5M)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
2.06% less ownership
Funds ownership: 71.7% → 69.64% (-2.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $554K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$14.9M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$6.13M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$5.46M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$4.53M |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$18.7M |
| 2 |
Bank of New York Mellon
New York
|
-$5.08M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$4M |
| 4 |
BS
Banco Santander
Madrid,
Spain
|
-$3.79M |
| 5 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$2.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
226
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| – | -$513K | -8,115 | Closed |
|
|
4WM
227
4J Wealth Management
Alexandria,
Virginia
| – | -$305K | -4,820 | Closed |
|
|
FTUS
228
Flow Traders U.S.
New York
| – | -$296K | -4,685 | Closed |
|
|
FPW
229
Flagship Private Wealth
Woburn,
Massachusetts
| – | -$73.5K | -1,160 | Closed |
|
|
ASN
230
Advisory Services Network
Atlanta,
Georgia
| – | -$40K | -636 | Closed |
|
231
AssetMark Inc
Concord,
California
| – | -$39K | -618 | Closed |
|
XT Hedge Fund Activity: Q3 2021 in Review
225 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2021, worth a combined $2.74B — up 0.46% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new XT positions and 8 closed out — a net gain of 18 holders — while 90 added to existing stakes and 55 trimmed.
The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $14.9M. The largest seller was Brinker Capital Investments, cutting an estimated $18.7M.
- 225 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2021, up from 210 in Q2 2021.
- Funds reported $2.74B of iShares Future Exponential Technologies ETF stock for Q3 2021, up 0.46% quarter-over-quarter.
- 26 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
- The largest iShares Future Exponential Technologies ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $14.9M added.
- The largest iShares Future Exponential Technologies ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $18.7M sold.
Based on aggregated 13F filings for Q3 2021.