iShares Future Exponential Technologies ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$20.5M |
| 2 |
Morgan Stanley
New York
|
+$20.2M |
| 3 |
Betterment LLC
New York
|
+$6.94M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.64M |
| 5 |
JP Morgan Chase
New York
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$35.1M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$35.1M |
| 3 |
GG
Greenwood Gearhart
Fayetteville,
Arkansas
|
-$9.01M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$3.48M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWPA
251
Richard W. Paul & Associates
Novi,
Michigan
| – | -$49.8K | -953 | Closed |
|
|
MPCG
252
Matrix Private Capital Group
New York
| – | -$33K | -632 | Closed |
|
|
AWA
253
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$6.74K | -129 | Closed |
|
|
TFA
254
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$6K | -107 | Closed |
|
|
HT
255
Headlands Technologies
Chicago,
Illinois
| – | -$5.48K | -105 | Closed |
|
|
S
256
SignatureFD
Atlanta,
Georgia
| – | -$5.22K | -100 | Closed |
|
|
SIS
257
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$4.28K | -82 | Closed |
|
|
RIA
258
Realta Investment Advisors
Wilmington,
Delaware
| – | -$2.78K | -50 | Closed |
|
|
IPW
259
Impact Partnership Wealth
Marietta,
Georgia
| – | -$2.4K | -46 | Closed |
|
|
AIP
260
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$1.93K | -37 | Closed |
|
261
Citigroup
New York
| – | -$679 | -13 | Closed |
|
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.