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iShares Future Exponential Technologies ETF

247 hedge funds and large institutions have $2.58B invested in iShares Future Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

821% more call options, than puts

Call options by funds: $608K | Put options by funds: $66K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 245247 (+2)

0.19% less ownership

Funds ownership: 74.73%74.54% (-0.19%)

2% less capital invested

Capital invested by funds: $2.62B → $2.58B (-$40.6M)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 92

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
Sunbelt Securities
Texas
$11.9K
AWM
227
Abound Wealth Management
Tennessee
$10.5K -$51.7K -880 -83%
TSWM
228
Tyler-Stone Wealth Management
Ohio
$8.35K
RDFA
229
Ritter Daniher Financial Advisory
Ohio
$7.45K
PFM
230
Phillips Financial Management
Indiana
$6.62K
FFA
231
Founders Financial Alliance
North Carolina
$6.5K -$96.9K -1,651 -94%
HB
232
Horizon Bancorp
Indiana
$6K
MSG
233
Main Street Group
Virginia
$5.97K
BL
234
Balentine LLC
Georgia
$4.41K +$4.34K +74 New
AP
235
Aspect Partners
Virginia
$3.94K
CTB
236
Country Trust Bank
Illinois
$3.94K +$3.88K +66 New
PSB
237
Piscataqua Savings Bank
New Hampshire
$2.98K
LWANC
238
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.92K
CPA
239
Clear Point Advisors
New York
$1.8K
VCM
240
Versant Capital Management
Arizona
$1.43K
ACM
241
Anfield Capital Management
California
$1.37K +$1.35K +23 New
HFS
242
Hantz Financial Services
Michigan
$1K
FHA
243
First Horizon Advisors
Tennessee
$775
CWC
244
Carolinas Wealth Consulting
North Carolina
$667
TRCT
245
Tower Research Capital (TRC)
New York
$358 -$9.39K -160 -96%
DFA
246
DHJJ Financial Advisors
Illinois
$239
FA
247
FDx Advisors
Illinois
-$1.47M -24,585 Closed
Cerity Partners
248
Cerity Partners
New York
-$1.27M -21,250 Closed
ARC
249
Advisor Resource Council
Texas
-$1.06M -17,690 Closed
IA
250
IFG Advisory
Georgia
-$288K -4,806 Closed

XT Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2024, worth a combined $2.58B — down 1.6% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 19 closed out — a net gain of 4 holders — while 65 added to existing stakes and 92 trimmed.

The largest buyer was UBS Group, adding an estimated $16M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 247 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $2.58B of iShares Future Exponential Technologies ETF stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2024 and 19 closed out, a net change of +4 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2024 was UBS Group, an estimated $16M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2024.