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iShares Future Exponential Technologies ETF

234 hedge funds and large institutions have $2.63B invested in iShares Future Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.54B → $2.63B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.18% less ownership

Funds ownership: 74.92%74.74% (-0.18%)

4% less funds holding

Funds holding: 244234 (-10)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
55
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Anfield Capital Management
California
$1.4K
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$1.34K +$1.29K +22 New
SIS
228
Sound Income Strategies
Florida
$1.22K +$1.17K +20 New
HFS
229
Hantz Financial Services
Michigan
$1K
CWC
230
Carolinas Wealth Consulting
North Carolina
$683
CPA
231
Capital Performance Advisors
California
$426 +$411 +7 New
DFA
232
DHJJ Financial Advisors
Illinois
$244
WOC
233
West Oak Capital
California
$183
SFC
234
Strategic Financial Concepts
Texas
-$26.3K -110,950 Closed
CAMV
235
Concord Asset Management (Virginia)
Virginia
-$4.6M -78,263 Closed
SW
236
SVB Wealth
Massachusetts
-$1.99M -33,810 Closed
CFA
237
Cahill Financial Advisors
Minnesota
-$638K -10,841 Closed
OCM
238
One Capital Management
California
-$631K -10,734 Closed
BBVA
239
Banco Bilbao Vizcaya Argentaria
Spain
-$607K -10,300 Closed
HF
240
HRT Financial
New York
-$318K -5,422 Closed
D.E. Shaw & Co
241
D.E. Shaw & Co
New York
-$306K -5,201 Closed
Millennium Management
242
Millennium Management
New York
-$267K -4,533 Closed
LCM
243
Lunt Capital Management
Utah
-$262K -4,452 Closed
RJT
244
Raymond James Trust
Florida
-$236K -4,006 Closed
GL
245
Graypoint LLC
New York
-$220K -3,733 Closed
ATPW
246
Ashton Thomas Private Wealth
Arizona
-$104K -1,762 Closed
SOS
247
Silver Oak Securities
Tennessee
-$90.6K -1,539 Closed
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
-$30.1K -515 Closed
OSNBOA
249
Old Second National Bank of Aurora
Illinois
-$29.7K -505 Closed
TSWM
250
Tyler-Stone Wealth Management
Ohio
-$8.24K -140 Closed

XT Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2024, worth a combined $2.63B — up 3.7% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XT and 15 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.95M.

  • 234 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2024, down from 244 in Q2 2024.
  • Funds reported $2.63B of iShares Future Exponential Technologies ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2024 and 22 closed out, a net change of -7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $24.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2024.