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iShares Future Exponential Technologies ETF

225 hedge funds and large institutions have $2.74B invested in iShares Future Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 55

7% more funds holding

Funds holding: 210225 (+15)

0% more capital invested

Capital invested by funds: $2.73B → $2.74B (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.06% less ownership

Funds ownership: 71.7%69.64% (-2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
AMC
51
Asset Management Corp
Illinois
$2.72M +$52.7K +818 +2%
HI
52
Harbour Investments
Wisconsin
$2.66M +$54.6K +848 +2%
EPWM
53
Essex Private Wealth Management
Massachusetts
$2.6M +$3.29K +51 +0.1%
OPS
54
Orion Portfolio Solutions
Nebraska
$2.55M -$114K -1,769 -4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$2.47M -$34.3K -533 -1%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$2.23M +$34.6K +537 +2%
CWM
57
Cedar Wealth Management
California
$2.17M -$80.5K -1,249 -3%
IWC
58
Integrated Wealth Concepts
Massachusetts
$2.16M +$882K +13,688 +66%
CCA
59
Clearwater Capital Advisors
Illinois
$2.13M +$150K +2,323 +7%
W
60
WealthOne
New York
$2.12M +$313K +4,854 +17%
CAS
61
Cascadia Advisory Services
Oregon
$2.12M +$7.35K +114 +0.3%
PAG
62
Private Advisor Group
New Jersey
$2M +$711K +11,030 +53%
FFN
63
Focus Financial Network
Minnesota
$1.96M -$11K -171 -0.5%
IWM
64
IHT Wealth Management
Illinois
$1.92M -$116K -1,794 -6%
AI
65
Atria Investments
North Carolina
$1.91M +$22.1K +343 +1%
MC
66
Mathes Company
New York
$1.88M
EWA
67
EP Wealth Advisors
California
$1.8M -$52.6K -816 -3%
SPC
68
Sigma Planning Corp
Michigan
$1.73M -$50.5K -783 -3%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.66M +$39.4K +611 +2%
WAG
70
Winthrop Advisory Group
Massachusetts
$1.64M +$2.77K +43 +0.2%
SFS
71
Sowell Financial Services
Arkansas
$1.62M +$146K +2,262 +10%
BSSFA
72
Baron Silver Stevens Financial Advisors
Florida
$1.61M +$526K +8,156 +46%
SB
73
Strategic Blueprint
Georgia
$1.58M -$420K -6,522 -21%
JMPWA
74
JP Morgan Private Wealth Advisors
California
$1.57M +$179K +2,783 +13%
VNA
75
Valley National Advisers
Pennsylvania
$1.48M +$1.93K +30 +0.1%

XT Hedge Fund Activity: Q3 2021 in Review

225 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2021, worth a combined $2.74B — up 0.46% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XT positions and 8 closed out — a net gain of 18 holders — while 90 added to existing stakes and 55 trimmed.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $14.9M. The largest seller was Brinker Capital Investments, cutting an estimated $18.7M.

  • 225 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2021, up from 210 in Q2 2021.
  • Funds reported $2.74B of iShares Future Exponential Technologies ETF stock for Q3 2021, up 0.46% quarter-over-quarter.
  • 26 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $14.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.