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iShares Future Exponential Technologies ETF

222 hedge funds and large institutions have $2.06B invested in iShares Future Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 239222 (-17)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less capital invested

Capital invested by funds: $2.57B → $2.06B (-$500M)

19.92% less ownership

Funds ownership: 90.89%70.97% (-20%)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCMA
226
Foresight Capital Management Advisors
Michigan
-$2.13M -36,001 Closed
AI
227
Atria Investments
North Carolina
-$1.89M -31,935 Closed
CAG
228
Csenge Advisory Group
Florida
-$1.12M -18,911 Closed
AC
229
ASB Consultores
Florida
-$888K -15,036 Closed
VWA
230
Visionary Wealth Advisors
Illinois
-$699K -11,843 Closed
NCM
231
New Capital Management
Texas
-$668K -11,309 Closed
TPA
232
Trivium Point Advisory
Connecticut
-$653K -11,273 Closed
AMBIA
233
Allen Mooney & Barnes Investment Advisors
Georgia
-$571K -9,676 Closed
PCIA
234
Prime Capital Investment Advisors
Kansas
-$552K -8,354 Closed
CWM
235
Cornerstone Wealth Management
Missouri
-$478K -8,092 Closed
CW
236
CreativeOne Wealth
Kansas
-$420K -7,120 Closed
LA
237
Latitude Advisors
Florida
-$345K -5,849 Closed
Wealthfront Advisers
238
Wealthfront Advisers
California
-$304K -5,147 Closed
MIM
239
Moseley Investment Management
Florida
-$268K -4,542 Closed
Cerity Partners
240
Cerity Partners
New York
-$254K -4,308 Closed
MC
241
Moors & Cabot
Massachusetts
-$245K -4,150 Closed
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
-$237K -4,012 Closed
FHA
243
First Horizon Advisors
Tennessee
-$206K -3,966 -100%
BPWM
244
Badgley Phelps Wealth Managers
Washington
-$231K -3,912 Closed
CG
245
Caprock Group
Idaho
-$231K -3,906 Closed
BRWA
246
B. Riley Wealth Advisors
Florida
-$221K -3,728 Closed
CFA
247
Camarda Financial Advisors
Florida
-$210K -3,562 Closed
EL
248
EQ LLC
Washington
-$210K -3,560 Closed
MG
249
Mather Group
Illinois
-$209K -3,544 Closed
CA
250
Cetera Advisors
Colorado
-$200K -3,388 Closed

XT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2022, worth a combined $2.06B — down 20% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of XT and 24 opened new positions — a net loss of 17 holders — while 86 trimmed existing stakes and 58 added.

The largest buyer was Financial Engines Advisors, adding an estimated $42.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $723M.

  • 222 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2022, down from 239 in Q1 2022.
  • Funds reported $2.06B of iShares Future Exponential Technologies ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2022 and 41 closed out, a net change of -17 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $42.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $723M sold.

Based on aggregated 13F filings for Q2 2022.