iShares Future Exponential Technologies ETF
210 hedge funds and large institutions have $2.73B invested in iShares Future Exponential Technologies ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 46 reducing their positions, and 14 closing their positions.
288% more call options, than puts
Call options by funds: $1.11M | Put options by funds: $286K
122% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 46
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
12% more capital invested
Capital invested by funds: $2.43B → $2.73B (+$293M)
0% more funds holding
Funds holding: 209 → 210 (+1)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
2.29% less ownership
Funds ownership: 73.99% → 71.7% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$52.3M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$31.3M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$8.08M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.33M |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$7.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$10.5M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$9.77M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.09M |
| 4 |
Morgan Stanley
New York
|
-$2.67M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.32M |
XT Hedge Fund Activity: Q2 2021 in Review
210 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2021, worth a combined $2.73B — up 12% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XT positions and 14 closed out — a net gain of 4 holders — while 102 added to existing stakes and 46 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $52.3M. The largest seller was Tobias Financial Advisors, cutting an estimated $10.5M.
- 210 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2021, up from 209 in Q1 2021.
- Funds reported $2.73B of iShares Future Exponential Technologies ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 18 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2021 and 14 closed out, a net change of +4 holders.
- The largest iShares Future Exponential Technologies ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $52.3M added.
- The largest iShares Future Exponential Technologies ETF seller in Q2 2021 was Tobias Financial Advisors, an estimated $10.5M sold.
Based on aggregated 13F filings for Q2 2021.