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iShares Future Exponential Technologies ETF

239 hedge funds and large institutions have $2.57B invested in iShares Future Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.94% more ownership

Funds ownership: 70.95%90.89% (+20%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

4% less funds holding

Funds holding: 250239 (-11)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less capital invested

Capital invested by funds: $3.01B → $2.57B (-$444M)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
239
Holders Change
-11
Holders Change %
-4.4%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
226
Private Capital Group
Connecticut
$9K
TSWM
227
Tyler-Stone Wealth Management
Ohio
$8K
RDFA
228
Ritter Daniher Financial Advisory
Ohio
$7K
S
229
SignatureFD
Georgia
$6K
Bessemer Group
230
Bessemer Group
New Jersey
$5K +$5.06K +86 New
AWM
231
AllSquare Wealth Management
New York
$3K
BWM
232
Baystate Wealth Management
Massachusetts
$3K
LWANC
233
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
GWM
234
Geneos Wealth Management
Colorado
$2K -$23.6K -402 -89%
EWM
235
Evermay Wealth Management
Virginia
$2K
CPW
236
Crestmont Private Wealth
Texas
$2K +$2.17K +37 New
CWC
237
Carolinas Wealth Consulting
North Carolina
$1K
HFS
238
Hantz Financial Services
Michigan
$1K
WIM
239
Westside Investment Management
California
$6
Bank Julius Baer & Co
240
Bank Julius Baer & Co
Switzerland
-$39.3M -594,496 Closed
CF
241
Corrigan Financial
Rhode Island
-$18.2M -275,625 Closed
MA
242
Mutual Advisors
Nebraska
-$5.43M -82,176 Closed
Qube Research & Technologies (QRT)
243
Qube Research & Technologies (QRT)
United Kingdom
-$2.75M -41,645 Closed
SFS
244
Sowell Financial Services
Arkansas
-$1.49M -22,480 Closed
ARC
245
Advisor Resource Council
Texas
-$1.19M -17,954 Closed
MIAN
246
Mariner Independent Advisor Network
Kansas
-$1.14M -17,222 Closed
TWM
247
TriaGen Wealth Management
California
-$1.01M -15,225 Closed
Renaissance Technologies
248
Renaissance Technologies
New York
-$793K -11,998 Closed
EIA
249
Eldridge Investment Advisors
New Hampshire
-$605K -9,161 Closed
NA
250
NewEdge Advisors
Louisiana
-$346K -5,239 Closed

XT Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2022, worth a combined $2.57B — down 15% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of XT and 24 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $819M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $81.4M.

  • 239 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2022, down from 250 in Q4 2021.
  • Funds reported $2.57B of iShares Future Exponential Technologies ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2022 and 32 closed out, a net change of -8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $819M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2022.