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.
7% less funds holding
Funds holding: 239 → 222 (-17)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$42.9M |
| 2 |
Jane Street
New York
|
+$35M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.28M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$723M |
| 2 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$20.2M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$19.9M |
| 4 |
Bank of New York Mellon
New York
|
-$12.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$10.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Simplex Trading
Chicago,
Illinois
| – | -$146K | -2,485 | Closed |
|
|
MFG
252
Monumental Financial Group
Rockville,
Maryland
| – | -$109K | -1,853 | Closed |
|
|
PFS
253
Prospera Financial Services
Dallas,
Texas
| – | -$89K | -1,512 | Closed |
|
|
PP
254
Pacifica Partners
Surrey,
Canada
| – | -$64K | -1,100 | Closed |
|
|
GI
255
Gradient Investments
Arden Hills,
Minnesota
| – | -$56K | -950 | Closed |
|
|
VC
256
Vestor Capital
Chicago,
Illinois
| – | -$49K | -835 | Closed |
|
|
TC
257
Tacita Capital
Toronto,
Ontario, Canada
| – | -$30K | -500 | Closed |
|
|
GGI
258
Godsey & Gibb Inc
Richmond,
Virginia
| – | -$25K | -420 | Closed |
|
|
GA
259
GoalVest Advisory
New York
| – | -$14K | -229 | Closed |
|
|
PCG
260
Private Capital Group
West Hartford,
Connecticut
| – | -$9K | -146 | Closed |
|
261
Bessemer Group
Woodbridge,
New Jersey
| – | -$5K | -86 | Closed |
|
|
AWM
262
AllSquare Wealth Management
Albany,
New York
| – | -$3K | -45 | Closed |
|
|
CPW
263
Crestmont Private Wealth
Houston,
Texas
| – | -$2K | -37 | 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.