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iShares Future Exponential Technologies ETF

250 hedge funds and large institutions have $3.01B invested in iShares Future Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

120% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 50

11% more funds holding

Funds holding: 225250 (+25)

10% more capital invested

Capital invested by funds: $2.74B → $3.01B (+$269M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.31% more ownership

Funds ownership: 69.64%70.95% (+1.3%)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
45
Increased
110
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
226
Kelly Financial Services
Massachusetts
$18.9K
SC
227
Stephens Consulting
Michigan
$17.1K +$16.9K +259 New
MFC
228
Morris Financial Concepts
South Carolina
$16K +$16.2K +249 New
CAL
229
Capital Analysts LLC
Pennsylvania
$13K +$12.5K +192 New
AF
230
Allworth Financial
California
$11K
PCG
231
Private Capital Group
Connecticut
$10K
ADL
232
Asset Dedication LLC
California
$9K
CA
233
CoreCap Advisors
Michigan
$9K +$8.6K +132 New
LC
234
Legacy CG
Texas
$9K +$8.86K +136 New
TSWM
235
Tyler-Stone Wealth Management
Ohio
$9K +$9.12K +140 New
RDFA
236
Ritter Daniher Financial Advisory
Ohio
$8K
AIM
237
AHL Investment Management
Florida
$8K +$8.21K +126 New
S
238
SignatureFD
Georgia
$7K
TRCT
239
Tower Research Capital (TRC)
New York
$5K +$5.15K +79 New
AWM
240
AllSquare Wealth Management
New York
$3K
JP Morgan Chase
241
JP Morgan Chase
New York
$3K
LWANC
242
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
BWM
243
Baystate Wealth Management
Massachusetts
$3K +$3.26K +50 New
PFBT
244
Parkside Financial Bank & Trust
Missouri
$2K -$2.41K -37 -59%
EWM
245
Evermay Wealth Management
Virginia
$2K +$1.69K +26 New
CWC
246
Carolinas Wealth Consulting
North Carolina
$1K -$717 -11 -33%
HFS
247
Hantz Financial Services
Michigan
$1K
WIM
248
Westside Investment Management
California
$6
PP
249
Prudential plc
United Kingdom
-$1.25M -20,000 Closed
CAG
250
Csenge Advisory Group
Florida
-$1.16M -18,480 Closed

XT Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2021, worth a combined $3.01B — up 9.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XT positions and 17 closed out — a net gain of 28 holders — while 110 added to existing stakes and 50 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $40.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.8M.

  • 250 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2021, up from 225 in Q3 2021.
  • Funds reported $3.01B of iShares Future Exponential Technologies ETF stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 45 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2021 and 17 closed out, a net change of +28 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $40.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2021.