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iShares Future Exponential Technologies ETF

223 hedge funds and large institutions have $2.08B invested in iShares Future Exponential Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $1.89B → $2.08B (+$186M)

4% more funds holding

Funds holding: 215223 (+8)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

16.97% less ownership

Funds ownership: 89.38%72.41% (-17%)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
65
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Segment Wealth Management
Texas
$5.48M -$159K -3,326 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.17M -$2.37M -49,437 -31%
ACS
28
Archford Capital Strategies
Illinois
$5.09M +$279K +5,837 +6%
VCS
29
Vaughan & Co Securities
New Jersey
$4.99M -$1.36M -28,325 -21%
Mariner
30
Mariner
Kansas
$4.94M -$349K -7,281 -7%
ECM
31
Evergreen Capital Management
Washington
$4.86M -$622K -12,989 -11%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.76M -$28.1K -587 -0.6%
DWP
33
Daymark Wealth Partners
Ohio
$4.03M +$4.08M +85,196 New
BC
34
Barrett & Company
Rhode Island
$4.03M
CI
35
CX Institutional
Indiana
$3.68M -$794K -16,575 -18%
DWP
36
Destiny Wealth Partners
Florida
$3.61M +$32.7K +683 +0.9%
SWA
37
Stratos Wealth Advisors
Ohio
$3.57M +$31.4K +656 +0.9%
CGA
38
Crescent Grove Advisors
Illinois
$3.56M -$5.08M -106,125 -59%
SW
39
SVB Wealth
Massachusetts
$3.26M +$1.21M +25,341 +58%
DF
40
Donoghue Forlines
Massachusetts
$3.13M -$2.21M -46,117 -41%
Truist Financial
41
Truist Financial
North Carolina
$3.1M -$468K -9,779 -13%
HighTower Advisors
42
HighTower Advisors
Illinois
$3.09M +$2.56M +53,369 +449%
SL
43
Sentinus LLC
Illinois
$3.08M -$204K -4,267 -6%
DA
44
Detalus Advisors
Missouri
$3.07M +$2.76M +57,735 +808%
MML Investors Services
45
MML Investors Services
Massachusetts
$3.06M +$29.3K +613 +1%
BCM
46
Brookstone Capital Management
Illinois
$2.9M +$83.3K +1,740 +3%
BSSFA
47
Baron Silver Stevens Financial Advisors
Florida
$2.86M -$53.4K -1,115 -2%
CCA
48
Clearwater Capital Advisors
Illinois
$2.85M +$131K +2,726 +5%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$2.84M -$81.9K -1,711 -3%
HSA
50
HBK Sorce Advisory
Pennsylvania
$2.59M +$479K +9,996 +22%

XT Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2022, worth a combined $2.08B — up 9.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XT positions and 20 closed out — a net gain of 11 holders — while 65 added to existing stakes and 80 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $98.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $515M.

  • 223 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2022, up from 215 in Q3 2022.
  • Funds reported $2.08B of iShares Future Exponential Technologies ETF stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 31 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2022 and 20 closed out, a net change of +11 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $98.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2022.