We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

250 hedge funds and large institutions have $3.01B invested in iShares Future Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

120% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 50

11% more funds holding

Funds holding: 225250 (+25)

10% more capital invested

Capital invested by funds: $2.74B → $3.01B (+$269M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.31% more ownership

Funds ownership: 69.64%70.95% (+1.3%)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
45
Increased
110
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$12.4M -$250K -3,834 -2%
CGA
27
Crescent Grove Advisors
Illinois
$11.8M +$768K +11,790 +7%
KAS
28
Kestra Advisory Services
Texas
$11.4M +$5.04M +77,402 +81%
AC
29
AlphaCore Capital
California
$10.3M +$2.06M +31,698 +26%
RJA
30
Raymond James & Associates
Florida
$10.2M +$310K +4,758 +3%
VCS
31
Vaughan & Co Securities
New Jersey
$9.61M +$2.32M +35,621 +32%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$9.08M -$2.49M -38,157 -22%
Osaic Holdings
33
Osaic Holdings
Arizona
$8.74M -$1.85M -28,425 -18%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$8.54M -$22.8M -350,429 -73%
Mariner
35
Mariner
Kansas
$8.26M +$2.63M +40,312 +48%
CT
36
Coastline Trust
Rhode Island
$8.16M +$108K +1,665 +1%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$7.96M +$65.4K +1,004 +0.8%
Goldman Sachs
38
Goldman Sachs
New York
$7.91M +$645K +9,894 +9%
FA
39
FDx Advisors
Illinois
$7.83M +$7.72M +118,578 New
SIM
40
Stratos Investment Management
Ohio
$7.8M +$3.25M +49,859 +73%
SWM
41
Segment Wealth Management
Texas
$7.59M +$86.9K +1,334 +1%
BAM
42
Beaumont Asset Management
Texas
$6.88M -$242K -3,716 -3%
ECM
43
Evergreen Capital Management
Washington
$6.36M +$2.91M +44,683 +87%
MA
44
Mutual Advisors
Nebraska
$5.43M -$401K -6,153 -7%
ACS
45
Archford Capital Strategies
Illinois
$4.96M +$137K +2,104 +3%
DWP
46
Destiny Wealth Partners
Florida
$4.63M +$507K +7,788 +12%
RW
47
REDW Wealth
New Mexico
$4.56M +$479K +7,356 +12%
Jane Street
48
Jane Street
New York
$4.36M +$4.3M +65,965 New
IIA
49
Integral Investment Advisors
California
$4.13M +$4.07M +62,481 New
PA
50
Procyon Advisors
Connecticut
$4.08M -$3.46M -53,037 -46%

XT Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2021, worth a combined $3.01B — up 9.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XT positions and 17 closed out — a net gain of 28 holders — while 110 added to existing stakes and 50 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $40.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.8M.

  • 250 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2021, up from 225 in Q3 2021.
  • Funds reported $3.01B of iShares Future Exponential Technologies ETF stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 45 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2021 and 17 closed out, a net change of +28 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $40.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2021.