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iShares Future Exponential Technologies ETF

250 hedge funds and large institutions have $3.01B invested in iShares Future Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

120% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 50

11% more funds holding

Funds holding: 225250 (+25)

10% more capital invested

Capital invested by funds: $2.74B → $3.01B (+$269M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.31% more ownership

Funds ownership: 69.64%70.95% (+1.3%)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
45
Increased
110
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$4.01M +$3.95M +60,684 New
MML Investors Services
52
MML Investors Services
Massachusetts
$3.92M +$9.97K +153 +0.3%
HighTower Advisors
53
HighTower Advisors
Illinois
$3.59M +$1.82M +27,874 +106%
SW
54
SVB Wealth
Massachusetts
$3.42M -$21.6M -331,057 -86%
DF
55
Donoghue Forlines
Massachusetts
$3.39M +$3.35M +51,373 New
Truist Financial
56
Truist Financial
North Carolina
$3.26M +$153K +2,349 +5%
AAS
57
Ameritas Advisory Services
Nebraska
$2.96M +$2.92M +44,828 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2.88M +$2.84M +43,552 New
AMC
59
Asset Management Corp
Illinois
$2.86M -$9.05K -139 -0.3%
EPWM
60
Essex Private Wealth Management
Massachusetts
$2.83M +$89.7K +1,377 +3%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$2.81M +$1.14M +17,441 +70%
BSSFA
62
Baron Silver Stevens Financial Advisors
Florida
$2.75M +$1.04M +15,930 +62%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$2.75M -$1.23M -18,938 -31%
W
64
WealthOne
New York
$2.74M +$495K +7,603 +22%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$2.62M +$270K +4,137 +12%
OPS
66
Orion Portfolio Solutions
Nebraska
$2.61M -$77.7K -1,192 -3%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$2.54M -$48.2K -740 -2%
CCA
68
Clearwater Capital Advisors
Illinois
$2.44M +$193K +2,968 +9%
HI
69
Harbour Investments
Wisconsin
$2.39M -$400K -6,142 -14%
IWC
70
Integrated Wealth Concepts
Massachusetts
$2.38M +$113K +1,727 +5%
CWM
71
Cedar Wealth Management
California
$2.29M +$65 +1 +0%
FCMA
72
Foresight Capital Management Advisors
Michigan
$2.28M +$2.25M +34,462 New
FFN
73
Focus Financial Network
Minnesota
$2.23M +$169K +2,598 +8%
AI
74
Atria Investments
North Carolina
$2.06M +$52.3K +803 +3%
MC
75
Mathes Company
New York
$1.98M

XT Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2021, worth a combined $3.01B — up 9.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XT positions and 17 closed out — a net gain of 28 holders — while 110 added to existing stakes and 50 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $40.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.8M.

  • 250 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2021, up from 225 in Q3 2021.
  • Funds reported $3.01B of iShares Future Exponential Technologies ETF stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 45 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2021 and 17 closed out, a net change of +28 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $40.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2021.