iShares Future Exponential Technologies ETF
244 hedge funds and large institutions have $2.54B invested in iShares Future Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0.38% more ownership
Funds ownership: 74.54% → 74.92% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less capital invested
Capital invested by funds: $2.58B → $2.54B (-$38.5M)
1% less funds holding
Funds holding: 247 → 244 (-3)
33% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$35.3M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$6.44M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$2.13M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.25M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.9M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$4.48M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.75M |
| 4 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$3.7M |
| 5 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$3.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GVAG
251
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$342K | -5,732 | Closed |
|
|
AFA
252
American Financial Advisors
Marietta,
Georgia
| – | -$261K | -4,385 | Closed |
|
|
AWS
253
Atria Wealth Solutions
New York
| – | -$253K | -4,237 | Closed |
|
|
LNC
254
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$233K | -3,905 | Closed |
|
|
FIA
255
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$223K | -3,743 | Closed |
|
256
Prudential Financial
Newark,
New Jersey
| – | -$214K | -3,597 | Closed |
|
|
T
257
Tidemark
San Diego,
California
| – | -$54.6K | -915 | Closed |
|
|
PFM
258
Phillips Financial Management
Fort Wayne,
Indiana
| – | -$6.62K | -111 | Closed |
|
XT Hedge Fund Activity: Q2 2024 in Review
244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2024, worth a combined $2.54B — down 1.5% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XT positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 99 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $5.9M.
- 244 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2024, down from 247 in Q1 2024.
- Funds reported $2.54B of iShares Future Exponential Technologies ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
- 17 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2024 and 15 closed out, a net change of +2 holders.
- The largest iShares Future Exponential Technologies ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $35.3M added.
- The largest iShares Future Exponential Technologies ETF seller in Q2 2024 was Wells Fargo, an estimated $5.9M sold.
Based on aggregated 13F filings for Q2 2024.