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iShares Future Exponential Technologies ETF
XT

245 hedge funds and large institutions have $2.62B invested in iShares Future Exponential Technologies ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

136% more call options, than puts

Call options by funds: $156K | Put options by funds: $66K

13% more capital invested

Capital invested by funds: $2.32B → $2.62B (+$298M)

8% more funds holding

Funds holding: 226 → 245 (+19)

0.05% more ownership

Funds ownership: 74.69% → 74.73% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

42% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 97

Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
39
Increased
56
Reduced
97
Closed
15
Calls
$156K
Puts
$66K
Net Calls
+$90K
Net Calls Change
-$1.72M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$20.5M
2
Morgan Stanley
Morgan Stanley
New York
+$20.2M
3
Betterment LLC
Betterment LLC
New York
+$6.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.64M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$35.1M
2
OPS
Orion Portfolio Solutions
Nebraska
-$35.1M
3
GG
Greenwood Gearhart
Arkansas
-$9.01M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.48M
5
Wells Fargo
Wells Fargo
California
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
226
Tower Research Capital (TRC)
New York
$9.94K +$3.72K +69 +71%
HNB
227
Huntington National Bank
Ohio
$9.46K – – –
RFG
228
REAP Financial Group
Texas
$8.56K +$7.71K +143 New
TSWM
229
Tyler-Stone Wealth Management
Ohio
$8.38K – – –
RDFA
230
Ritter Daniher Financial Advisory
Ohio
$7.48K – – –
PFM
231
Phillips Financial Management
Indiana
$6.65K – – –
HB
232
Horizon Bancorp
Indiana
$6K – – –
MSG
233
Main Street Group
Virginia
$5.99K +$5.39K +100 New
AP
234
Aspect Partners
Virginia
$3.95K +$3.56K +66 New
BWM
235
Baystate Wealth Management
Massachusetts
$3.04K – – –
PSB
236
Piscataqua Savings Bank
New Hampshire
$2.99K – – –
LWANC
237
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.93K – – –
ASN
238
Advisory Services Network
Georgia
$2.48K +$2.21K +41 New
Simplex Trading
239
Simplex Trading
Illinois
$2K -$431 -8 -19%
CPA
240
Clear Point Advisors
New York
$1.81K +$1.62K +30 New
VCM
241
Versant Capital Management
Arizona
$1.44K +$647 +12 +100%
HFS
242
Hantz Financial Services
Michigan
$1K – – –
FHA
243
First Horizon Advisors
Tennessee
$778 -$7.01K -130 -91%
CWC
244
Carolinas Wealth Consulting
North Carolina
$670 – – –
NMG
245
New Millennium Group
Utah
$313 – – –
DFA
246
DHJJ Financial Advisors
Illinois
$240 – – –
GG
247
Greenwood Gearhart
Arkansas
– -$9.01M -172,543 Closed
OFS
248
OneAscent Financial Services
Alabama
– -$366K -7,015 Closed
AP
249
Advisors Preferred
Maryland
– -$347K -6,712 Closed
EL
250
EQ LLC
Washington
– -$248K -4,755 Closed
7 8 9
10
11

XT Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2023, worth a combined $2.62B — up 13% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new XT positions and 15 closed out — a net gain of 24 holders — while 56 added to existing stakes and 97 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $20.5M. The largest seller was Brinker Capital Investments, cutting an estimated $35.1M.

  • 245 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2023, up from 226 in Q3 2023.
  • Funds reported $2.62B of iShares Future Exponential Technologies ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 39 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2023 and 15 closed out, a net change of +24 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2023 was Jane Street, an estimated $20.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2023 was Brinker Capital Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2023.