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iShares Future Exponential Technologies ETF

222 hedge funds and large institutions have $2.06B invested in iShares Future Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 239222 (-17)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less capital invested

Capital invested by funds: $2.57B → $2.06B (-$500M)

19.92% less ownership

Funds ownership: 90.89%70.97% (-20%)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.75M -$2.01M -38,821 -24%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$5.69M +$61.1K +1,178 +1%
SWM
28
Segment Wealth Management
Texas
$5.62M +$70.6K +1,360 +1%
CT
29
Coastline Trust
Rhode Island
$5.45M -$890K -17,154 -13%
Mariner
30
Mariner
Kansas
$5.29M -$2.98M -57,372 -34%
ECM
31
Evergreen Capital Management
Washington
$4.88M -$50.1K -966 -0.9%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.86M +$17.3K +333 +0.3%
AC
33
AlphaCore Capital
California
$4.83M -$101K -1,950 -2%
ACS
34
Archford Capital Strategies
Illinois
$4.74M +$257K +4,958 +5%
SIM
35
Stratos Investment Management
Ohio
$4.58M -$271K -5,217 -5%
FTUS
36
Flow Traders U.S.
New York
$4.09M +$1.28M +24,606 +41%
DWP
37
Destiny Wealth Partners
Florida
$3.53M +$174K +3,358 +5%
CFA
38
Cahill Financial Advisors
Minnesota
$3.19M -$400K -7,707 -10%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$3.15M -$1.07M -20,542 -24%
Truist Financial
40
Truist Financial
North Carolina
$3.01M +$338K +6,512 +12%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.99M -$6.18K -119 -0.2%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.91M -$1.4M -26,920 -31%
BSSFA
43
Baron Silver Stevens Financial Advisors
Florida
$2.86M +$340K +6,542 +12%
VA
44
Valmark Advisers
Ohio
$2.74M +$2.39M +46,078 +416%
BCM
45
Brookstone Capital Management
Illinois
$2.74M +$448K +8,630 +19%
SWA
46
Stratos Wealth Advisors
Ohio
$2.63M +$1.21M +23,369 +74%
CCA
47
Clearwater Capital Advisors
Illinois
$2.37M +$442K +8,513 +21%
CI
48
CX Institutional
Indiana
$2.32M +$2.51M +48,438 New
JMPWA
49
JP Morgan Private Wealth Advisors
California
$2.2M -$83.2K -1,603 -3%
AMC
50
Asset Management Corp
Illinois
$2.09M -$19.1K -368 -0.8%

XT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2022, worth a combined $2.06B — down 20% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of XT and 24 opened new positions — a net loss of 17 holders — while 86 trimmed existing stakes and 58 added.

The largest buyer was Financial Engines Advisors, adding an estimated $42.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $723M.

  • 222 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2022, down from 239 in Q1 2022.
  • Funds reported $2.06B of iShares Future Exponential Technologies ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2022 and 41 closed out, a net change of -17 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $42.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $723M sold.

Based on aggregated 13F filings for Q2 2022.