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iShares Future Exponential Technologies ETF

209 hedge funds and large institutions have $2.43B invested in iShares Future Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 35

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 184209 (+25)

5% more capital invested

Capital invested by funds: $2.31B → $2.43B (+$126M)

0.32% less ownership

Funds ownership: 74.31%73.99% (-0.32%)

Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cedar Wealth Management
California
$2.17M +$434K +7,296 +25%
PAG
52
Private Advisor Group
New Jersey
$2.13M -$1.84M -30,877 -46%
CAS
53
Cascadia Advisory Services
Oregon
$2M +$2.01M +33,815 New
Truist Financial
54
Truist Financial
North Carolina
$1.87M +$794K +13,352 +73%
FFN
55
Focus Financial Network
Minnesota
$1.86M +$1.47M +24,664 +367%
EWA
56
EP Wealth Advisors
California
$1.83M +$274K +4,607 +18%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.82M +$314K +5,284 +21%
AI
58
Atria Investments
North Carolina
$1.79M -$505K -8,500 -22%
MC
59
Mathes Company
New York
$1.77M
CCA
60
Clearwater Capital Advisors
Illinois
$1.75M +$1.33M +22,409 +314%
SPC
61
Sigma Planning Corp
Michigan
$1.72M +$13.7K +230 +0.8%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$1.6M +$1.47M +24,697 +1,028%
SB
63
Strategic Blueprint
Georgia
$1.55M +$50.8K +855 +3%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.54M +$187K +3,142 +14%
WAG
65
Winthrop Advisory Group
Massachusetts
$1.54M +$126K +2,112 +9%
W
66
WealthOne
New York
$1.43M +$221K +3,714 +18%
VNA
67
Valley National Advisers
Pennsylvania
$1.38M +$6.36K +107 +0.5%
IWC
68
Integrated Wealth Concepts
Massachusetts
$1.25M +$109K +1,834 +10%
JIP
69
Jaffetilchin Investment Partners
Florida
$1.21M
GIA
70
Gladstone Institutional Advisory
Florida
$1.12M -$171K -2,875 -13%
GEA
71
Glen Eagle Advisors
New Jersey
$1.12M +$29.1K +490 +3%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$1.11M +$30K +504 +3%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$1.05M
SWM
74
Spire Wealth Management
Virginia
$963K +$967K +16,263 New
SFI
75
SPC Financial Inc
Maryland
$914K +$26.8K +450 +3%

XT Hedge Fund Activity: Q1 2021 in Review

209 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2021, worth a combined $2.43B — up 5.5% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XT positions and 11 closed out — a net gain of 27 holders — while 88 added to existing stakes and 35 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $40.5M. The largest seller was Financial Engines Advisors, cutting an estimated $62M.

  • 209 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $2.43B of iShares Future Exponential Technologies ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2021 and 11 closed out, a net change of +27 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2021 was HBK Sorce Advisory, an estimated $40.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.