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iShares Future Exponential Technologies ETF

244 hedge funds and large institutions have $2.54B invested in iShares Future Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0.38% more ownership

Funds ownership: 74.54%74.92% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $2.58B → $2.54B (-$38.5M)

1% less funds holding

Funds holding: 247244 (-3)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 99

Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$6.27M -$102K -1,749 -2%
CCA
27
Clearwater Capital Advisors
Illinois
$5.85M +$2.13M +36,734 +59%
VCS
28
Vaughan & Co Securities
New Jersey
$5.76M +$42.5K +731 +0.8%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$5.4M +$105K +1,808 +2%
CWP
30
Concord Wealth Partners
Virginia
$5.27M -$371K -6,391 -7%
BC
31
Barrett & Company
Rhode Island
$5.16M -$95.6K -1,646 -2%
RJA
32
Raymond James & Associates
Florida
$5.1M +$1.25M +21,459 +33%
DWP
33
Daymark Wealth Partners
Ohio
$5.03M +$55.1K +949 +1%
DWP
34
Destiny Wealth Partners
Florida
$4.86M -$38.2K -658 -0.8%
BCM
35
Brookstone Capital Management
Illinois
$4.73M +$286K +4,928 +7%
MML Investors Services
36
MML Investors Services
Massachusetts
$4.61M +$129K +2,220 +3%
CAMV
37
Concord Asset Management (Virginia)
Virginia
$4.6M -$279K -4,811 -6%
Truist Financial
38
Truist Financial
North Carolina
$4.12M +$60.2K +1,036 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.73M -$1.6M -27,465 -30%
VA
40
Valmark Advisers
Ohio
$3.28M +$396K +6,819 +14%
BFG
41
Berger Financial Group
Minnesota
$3.19M -$3.66M -62,937 -54%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.16M -$3.37K -58 -0.1%
ECM
43
Evergreen Capital Management
Washington
$3.03M -$680K -11,709 -19%
BSSFA
44
Baron Silver Stevens Financial Advisors
Florida
$2.92M +$52.2K +899 +2%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.9M +$8.77K +151 +0.3%
Osaic Holdings
46
Osaic Holdings
Arizona
$2.63M -$1.34M -23,026 -34%
CGA
47
Crescent Grove Advisors
Illinois
$2.55M -$385K -6,629 -13%
IWC
48
Integrated Wealth Concepts
Massachusetts
$2.37M -$354K -6,097 -13%
SL
49
Sentinus LLC
Illinois
$2.27M -$215K -3,704 -9%
MCM
50
MAI Capital Management
Ohio
$2.19M -$48.6K -837 -2%

XT Hedge Fund Activity: Q2 2024 in Review

244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2024, worth a combined $2.54B — down 1.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 99 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $5.9M.

  • 244 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $2.54B of iShares Future Exponential Technologies ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2024 and 15 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $35.3M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2024 was Wells Fargo, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2024.