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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
Prudential Financial
251
Prudential Financial
New Jersey
-$348K -5,204 Closed
BCM
252
Barometer Capital Management
Ontario, Canada
-$343K -5,185 Closed
AWA
253
Arkadios Wealth Advisors
Georgia
-$329K -4,980 Closed
KM
254
Kalos Management
Georgia
-$287K -4,587 Closed
FIA
255
Foundations Investment Advisors
Arizona
-$222K -3,462 Closed
SIM
256
Seaview Investment Managers
Florida
-$226K -3,413 Closed
SFM
257
Signet Financial Management
New Jersey
-$224K -3,386 Closed
JFGLC
258
Johnson Financial Group LLC (Colorado)
Colorado
-$214K -3,235 Closed
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
-$211K -3,192 Closed
Stifel Financial
260
Stifel Financial
Missouri
-$207K -3,132 Closed
RIA
261
Regal Investment Advisors
Michigan
-$204K -3,080 Closed
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
-$121K -1,826 Closed
LC
263
Lindbrook Capital
California
-$66K -1,000 Closed
IWP
264
IAG Wealth Partners
Wisconsin
-$64K -974 Closed
LC
265
Legacy CG
Texas
-$9K -136 Closed
ADL
266
Asset Dedication LLC
California
-$9K -135 Closed
CA
267
CoreCap Advisors
Michigan
-$9K -132 Closed
AIM
268
AHL Investment Management
Florida
-$8K -126 Closed
JP Morgan Chase
269
JP Morgan Chase
New York
-$3K -44 Closed
PFBT
270
Parkside Financial Bank & Trust
Missouri
-$2K -26 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.