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iShares Future Exponential Technologies ETF

239 hedge funds and large institutions have $2.57B invested in iShares Future Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.94% more ownership

Funds ownership: 70.95%90.89% (+20%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

4% less funds holding

Funds holding: 250239 (-11)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less capital invested

Capital invested by funds: $3.01B → $2.57B (-$444M)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
239
Holders Change
-11
Holders Change %
-4.4%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$9.91M +$2.51M +42,753 +34%
RJA
27
Raymond James & Associates
Florida
$9.47M +$339K +5,772 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$9.38M +$1.26M +21,396 +16%
CT
29
Coastline Trust
Rhode Island
$7.73M +$433K +7,370 +6%
Jane Street
30
Jane Street
New York
$7.67M +$3.76M +63,973 +97%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$6.94M -$178K -3,032 -3%
SWM
32
Segment Wealth Management
Texas
$6.84M +$58.2K +990 +0.9%
AC
33
AlphaCore Capital
California
$6.07M -$3.12M -53,043 -34%
ECM
34
Evergreen Capital Management
Washington
$6.06M +$380K +6,470 +7%
SIM
35
Stratos Investment Management
Ohio
$5.95M -$1.02M -17,418 -15%
ACS
36
Archford Capital Strategies
Illinois
$5.54M +$1.11M +18,810 +25%
BAM
37
Beaumont Asset Management
Texas
$5.48M -$668K -11,357 -11%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$5.17M -$2.45M -41,638 -32%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$5.09M +$4.23M +71,967 +504%
CFA
40
Cahill Financial Advisors
Minnesota
$4.39M +$2.88M +48,990 +193%
PA
41
Procyon Advisors
Connecticut
$4.19M +$543K +9,244 +15%
DWP
42
Destiny Wealth Partners
Florida
$4.16M +$15.5K +264 +0.4%
MML Investors Services
43
MML Investors Services
Massachusetts
$3.69M +$186K +3,162 +5%
FTUS
44
Flow Traders U.S.
New York
$3.58M +$3.56M +60,635 New
RW
45
REDW Wealth
New Mexico
$3.52M -$550K -9,360 -14%
Truist Financial
46
Truist Financial
North Carolina
$3.33M +$412K +7,006 +14%
BSSFA
47
Baron Silver Stevens Financial Advisors
Florida
$3.14M +$680K +11,560 +28%
SW
48
SVB Wealth
Massachusetts
$2.91M -$142K -2,420 -5%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$2.81M +$296K +5,043 +12%
AAS
50
Ameritas Advisory Services
Nebraska
$2.69M +$44.9K +763 +2%

XT Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2022, worth a combined $2.57B — down 15% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of XT and 24 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $819M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $81.4M.

  • 239 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2022, down from 250 in Q4 2021.
  • Funds reported $2.57B of iShares Future Exponential Technologies ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2022 and 32 closed out, a net change of -8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $819M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2022.