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iShares Future Exponential Technologies ETF
XT

226 hedge funds and large institutions have $2.32B invested in iShares Future Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

3% more funds holding

Funds holding: 220 → 226 (+6)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less ownership

Funds ownership: 77.68% → 74.69% (-3%)

10% less capital invested

Capital invested by funds: $2.59B → $2.32B (-$268M)

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$16K

Top Buyers

1
LPL Financial
LPL Financial
California
+$10.8M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
+$3.4M
3
Bank of America
Bank of America
North Carolina
+$2.16M
4
MCM
MAI Capital Management
Ohio
+$2.14M
5
DAS
Dynamic Advisor Solutions
Arizona
+$1.55M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$47.2M
2
OPS
Orion Portfolio Solutions
Nebraska
-$47.2M
3
Jane Street
Jane Street
New York
-$17.5M
4
OMC
Old Mission Capital
Illinois
-$5.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
Evergreen Capital Management
Washington
$6.28M -$175K -3,185 -3%
SWA
27
Stratos Wealth Advisors
Ohio
$6.26M +$574K +10,429 +10%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.19M -$708K -12,872 -10%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$6.13M -$126K -2,287 -2%
UBS Group
30
UBS Group
Switzerland
$5.8M -$554K -10,071 -8%
VCS
31
Vaughan & Co Securities
New Jersey
$5.17M +$17.7K +321 +0.3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4.92M -$820K -14,895 -14%
IWC
33
Integrated Wealth Concepts
Massachusetts
$4.67M +$158K +2,871 +3%
BC
34
Barrett & Company
Rhode Island
$4.45M +$54.3K +986 +1%
DWP
35
Daymark Wealth Partners
Ohio
$4.32M +$40.9K +743 +0.9%
DWP
36
Destiny Wealth Partners
Florida
$4.21M +$22.9K +417 +0.5%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.07M -$103K -1,875 -2%
Truist Financial
38
Truist Financial
North Carolina
$3.47M +$30.8K +560 +0.9%
BCM
39
Brookstone Capital Management
Illinois
$3.35M +$161K +2,929 +5%
Osaic Holdings
40
Osaic Holdings
Arizona
$3.35M -$1.76M -31,892 -33%
RJA
41
Raymond James & Associates
Florida
$3.19M +$56K +1,017 +2%
CGA
42
Crescent Grove Advisors
Illinois
$3.06M -$479K -8,698 -13%
CCA
43
Clearwater Capital Advisors
Illinois
$2.95M -$88.3K -1,604 -3%
SW
44
SVB Wealth
Massachusetts
$2.82M -$48.7K -885 -2%
CFA
45
Cahill Financial Advisors
Minnesota
$2.69M +$48K +873 +2%
BSSFA
46
Baron Silver Stevens Financial Advisors
Florida
$2.43M -$657K -11,931 -20%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.4M +$191K +3,473 +8%
VA
48
Valmark Advisers
Ohio
$2.35M +$64.6K +1,174 +3%
BBVA
49
Banco Bilbao Vizcaya Argentaria
Spain
$2.3M +$64K +1,163 +3%
W
50
WealthOne
New York
$2.23M -$89.5K -1,627 -4%
1
2
3 4 5

XT Hedge Fund Activity: Q3 2023 in Review

226 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2023, worth a combined $2.32B — down 10% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XT positions and 19 closed out — a net gain of 8 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.8M. The largest seller was Brinker Capital Investments, cutting an estimated $47.2M.

  • 226 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $2.32B of iShares Future Exponential Technologies ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 27 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2023 and 19 closed out, a net change of +8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2023 was LPL Financial, an estimated $10.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2023.