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iShares Future Exponential Technologies ETF

209 hedge funds and large institutions have $2.43B invested in iShares Future Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 35

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 184209 (+25)

5% more capital invested

Capital invested by funds: $2.31B → $2.43B (+$126M)

0.32% less ownership

Funds ownership: 74.31%73.99% (-0.32%)

Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$8.54M +$805K +13,546 +10%
BCM
27
Brookstone Capital Management
Illinois
$8.46M +$1.62M +27,196 +24%
Osaic Holdings
28
Osaic Holdings
Arizona
$8.43M +$1.73M +29,111 +26%
CT
29
Coastline Trust
Rhode Island
$7.98M +$16.9K +285 +0.2%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$7.35M +$7.38M +124,119 New
CIBC World Market
31
CIBC World Market
Ontario, Canada
$7.09M -$40.6K -683 -0.6%
AC
32
AlphaCore Capital
California
$6.75M +$4.54M +76,400 +203%
BAM
33
Beaumont Asset Management
Texas
$6.39M +$107K +1,800 +2%
SWM
34
Segment Wealth Management
Texas
$6.36M +$28.5K +479 +0.4%
MA
35
Mutual Advisors
Nebraska
$5.56M +$24.1K +405 +0.4%
Goldman Sachs
36
Goldman Sachs
New York
$4.98M +$3M +50,508 +150%
DWP
37
Destiny Wealth Partners
Florida
$3.85M +$239K +4,013 +7%
SFS
38
Sowell Financial Services
Arkansas
$3.72M -$434K -7,303 -11%
RW
39
REDW Wealth
New Mexico
$3.59M -$749K -12,593 -17%
BS
40
Banco Santander
Spain
$3.42M +$3.43M +57,720 New
MML Investors Services
41
MML Investors Services
Massachusetts
$3.15M +$129K +2,165 +4%
KAS
42
Kestra Advisory Services
Texas
$3.02M +$2.45M +41,229 +418%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.77M
EPWM
44
Essex Private Wealth Management
Massachusetts
$2.67M -$217K -3,653 -7%
ACS
45
Archford Capital Strategies
Illinois
$2.55M +$540K +9,080 +28%
OPS
46
Orion Portfolio Solutions
Nebraska
$2.46M +$294K +4,951 +14%
HI
47
Harbour Investments
Wisconsin
$2.45M +$2.46M +41,318 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$2.4M +$18K +303 +0.8%
IWM
49
IHT Wealth Management
Illinois
$2.31M +$2.19M +36,909 +1,816%
MIAN
50
Mariner Independent Advisor Network
Kansas
$2.26M -$499K -8,384 -18%

XT Hedge Fund Activity: Q1 2021 in Review

209 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2021, worth a combined $2.43B — up 5.5% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XT positions and 11 closed out — a net gain of 27 holders — while 88 added to existing stakes and 35 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $40.5M. The largest seller was Financial Engines Advisors, cutting an estimated $62M.

  • 209 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $2.43B of iShares Future Exponential Technologies ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2021 and 11 closed out, a net change of +27 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2021 was HBK Sorce Advisory, an estimated $40.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.