We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

212 hedge funds and large institutions have $2.26B invested in iShares Future Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.08B → $2.26B (+$183M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.92% less ownership

Funds ownership: 72.41%71.49% (-0.92%)

5% less funds holding

Funds holding: 223212 (-11)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

40% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 87

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Segment Wealth Management
Texas
$6M -$104K -2,026 -2%
VCS
27
Vaughan & Co Securities
New Jersey
$5.47M -$85.5K -1,663 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.26M -$480K -9,347 -9%
SL
29
Sentinus LLC
Illinois
$4.92M +$1.42M +27,564 +42%
Osaic Holdings
30
Osaic Holdings
Arizona
$4.6M -$681K -13,241 -13%
BC
31
Barrett & Company
Rhode Island
$4.51M +$26.6K +517 +0.6%
DWP
32
Daymark Wealth Partners
Ohio
$4.3M -$183K -3,552 -4%
SWA
33
Stratos Wealth Advisors
Ohio
$4.24M +$261K +5,080 +7%
DWP
34
Destiny Wealth Partners
Florida
$4.13M +$114K +2,211 +3%
CGA
35
Crescent Grove Advisors
Illinois
$3.91M -$51K -993 -1%
KAS
36
Kestra Advisory Services
Texas
$3.86M -$2.36M -45,950 -39%
Truist Financial
37
Truist Financial
North Carolina
$3.65M +$192K +3,743 +6%
SW
38
SVB Wealth
Massachusetts
$3.58M -$54.1K -1,052 -2%
MML Investors Services
39
MML Investors Services
Massachusetts
$3.39M -$13.1K -255 -0.4%
BCM
40
Brookstone Capital Management
Illinois
$3.24M +$99.2K +1,930 +3%
CCA
41
Clearwater Capital Advisors
Illinois
$3.18M +$12.5K +244 +0.4%
DF
42
Donoghue Forlines
Massachusetts
$3.12M -$361K -7,028 -11%
DWM
43
Destination Wealth Management
California
$3.06M -$6.7M -130,356 -69%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.89M -$265K -5,147 -9%
CFA
45
Cahill Financial Advisors
Minnesota
$2.62M +$62K +1,207 +2%
BSSFA
46
Baron Silver Stevens Financial Advisors
Florida
$2.57M -$600K -11,679 -19%
W
47
WealthOne
New York
$2.34M +$69.2K +1,346 +3%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$2.3M +$11.3K +219 +0.5%
CI
49
CX Institutional
Indiana
$2.2M -$1.84M -35,744 -46%
AMC
50
Asset Management Corp
Illinois
$2.2M -$29.3K -571 -1%

XT Hedge Fund Activity: Q1 2023 in Review

212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2023, worth a combined $2.26B — up 8.8% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XT and 15 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 52 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.6M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $42.5M sold.

  • 212 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2023, down from 223 in Q4 2022.
  • Funds reported $2.26B of iShares Future Exponential Technologies ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2023 and 21 closed out, a net change of -6 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $24.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2023 was Brinker Capital Investments, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2023.