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iShares Future Exponential Technologies ETF

234 hedge funds and large institutions have $2.63B invested in iShares Future Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.54B → $2.63B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.18% less ownership

Funds ownership: 74.92%74.74% (-0.18%)

4% less funds holding

Funds holding: 244234 (-10)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
55
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Clearwater Capital Advisors
Illinois
$6.31M +$244K +4,162 +4%
Jane Street
27
Jane Street
New York
$6.03M +$5.03M +85,606 +640%
VCS
28
Vaughan & Co Securities
New Jersey
$6.01M +$48.3K +822 +0.8%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$5.62M +$26.6K +453 +0.5%
MML Investors Services
30
MML Investors Services
Massachusetts
$5.51M +$714K +12,163 +16%
RJA
31
Raymond James & Associates
Florida
$5.39M +$114K +1,943 +2%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$5.38M -$4.9M -83,500 -49%
BC
33
Barrett & Company
Rhode Island
$5.37M +$28.4K +484 +0.6%
DWP
34
Daymark Wealth Partners
Ohio
$5.25M +$44.7K +762 +0.9%
BCM
35
Brookstone Capital Management
Illinois
$4.98M +$178K +3,035 +4%
DWP
36
Destiny Wealth Partners
Florida
$4.87M -$155K -2,647 -3%
Truist Financial
37
Truist Financial
North Carolina
$4.33M +$58.6K +998 +1%
WBG
38
Wharton Business Group
Pennsylvania
$3.94M +$2.2M +37,470 +137%
MOS
39
MGO One Seven
Ohio
$3.79M +$2.5M +42,604 +216%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$3.69M +$3.3M +56,188 +1,294%
VA
41
Valmark Advisers
Ohio
$3.59M +$187K +3,185 +6%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.22M -$49.4K -842 -2%
BSSFA
43
Baron Silver Stevens Financial Advisors
Florida
$3M -$18.8K -320 -0.6%
HighTower Advisors
44
HighTower Advisors
Illinois
$2.94M -$43.2K -736 -1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.91M -$918K -15,636 -25%
Osaic Holdings
46
Osaic Holdings
Arizona
$2.59M -$130K -2,212 -5%
ECM
47
Evergreen Capital Management
Washington
$2.43M -$685K -11,667 -23%
BFG
48
Berger Financial Group
Minnesota
$2.35M -$912K -15,526 -29%
SM
49
Sweeney & Michel
California
$2.18M +$16.7K +285 +0.8%
SWIG
50
Strategic Wealth Investment Group
Kentucky
$2.17M -$68.5K -1,166 -3%

XT Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2024, worth a combined $2.63B — up 3.7% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XT and 15 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.95M.

  • 234 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2024, down from 244 in Q2 2024.
  • Funds reported $2.63B of iShares Future Exponential Technologies ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2024 and 22 closed out, a net change of -7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $24.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2024.