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iShares Future Exponential Technologies ETF

225 hedge funds and large institutions have $2.74B invested in iShares Future Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 55

7% more funds holding

Funds holding: 210225 (+15)

0% more capital invested

Capital invested by funds: $2.73B → $2.74B (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.06% less ownership

Funds ownership: 71.7%69.64% (-2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$11M +$509K +7,905 +5%
HHRDM
27
H&H Retirement Design & Management
Nevada
$10.9M +$193K +2,992 +2%
CGA
28
Crescent Grove Advisors
Illinois
$10.5M +$433K +6,724 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$10.1M +$135K +2,102 +1%
RJA
30
Raymond James & Associates
Florida
$9.4M +$183K +2,837 +2%
AC
31
AlphaCore Capital
California
$7.79M -$474K -7,351 -6%
CT
32
Coastline Trust
Rhode Island
$7.65M +$111K +1,719 +1%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$7.5M -$27.8K -432 -0.4%
PA
34
Procyon Advisors
Connecticut
$7.2M +$192K +2,987 +3%
SWM
35
Segment Wealth Management
Texas
$7.13M +$99.6K +1,545 +1%
VCS
36
Vaughan & Co Securities
New Jersey
$6.89M +$2.83M +43,842 +66%
Goldman Sachs
37
Goldman Sachs
New York
$6.89M +$1.61M +25,037 +30%
BAM
38
Beaumont Asset Management
Texas
$6.77M -$1.61K -25 -0%
KAS
39
Kestra Advisory Services
Texas
$6.01M +$2.03M +31,470 +49%
MA
40
Mutual Advisors
Nebraska
$5.54M +$141K +2,195 +3%
Mariner
41
Mariner
Kansas
$5.32M +$5.46M +84,727 New
ACS
42
Archford Capital Strategies
Illinois
$4.58M +$360K +5,587 +8%
SIM
43
Stratos Investment Management
Ohio
$4.28M +$4.4M +68,270 New
DWP
44
Destiny Wealth Partners
Florida
$3.91M -$438K -6,797 -10%
RW
45
REDW Wealth
New Mexico
$3.87M +$49.2K +764 +1%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$3.8M -$570K -8,844 -13%
MML Investors Services
47
MML Investors Services
Massachusetts
$3.71M +$116K +1,801 +3%
ECM
48
Evergreen Capital Management
Washington
$3.23M +$1.02M +15,837 +44%
Barclays
49
Barclays
United Kingdom
$3.23M +$843K +13,081 +34%
Truist Financial
50
Truist Financial
North Carolina
$2.95M +$585K +9,073 +24%

XT Hedge Fund Activity: Q3 2021 in Review

225 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2021, worth a combined $2.74B — up 0.46% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XT positions and 8 closed out — a net gain of 18 holders — while 90 added to existing stakes and 55 trimmed.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $14.9M. The largest seller was Brinker Capital Investments, cutting an estimated $18.7M.

  • 225 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2021, up from 210 in Q2 2021.
  • Funds reported $2.74B of iShares Future Exponential Technologies ETF stock for Q3 2021, up 0.46% quarter-over-quarter.
  • 26 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $14.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.