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iShares Future Exponential Technologies ETF

239 hedge funds and large institutions have $2.57B invested in iShares Future Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.94% more ownership

Funds ownership: 70.95%90.89% (+20%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

4% less funds holding

Funds holding: 250239 (-11)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less capital invested

Capital invested by funds: $3.01B → $2.57B (-$444M)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
239
Holders Change
-11
Holders Change %
-4.4%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$2.62M -$14.2M -241,769 -84%
W
52
WealthOne
New York
$2.61M +$161K +2,732 +7%
AMC
53
Asset Management Corp
Illinois
$2.6M +$39.7K +676 +2%
DF
54
Donoghue Forlines
Massachusetts
$2.51M -$521K -8,862 -17%
IIA
55
Integral Investment Advisors
California
$2.44M -$1.24M -21,062 -34%
CCA
56
Clearwater Capital Advisors
Illinois
$2.41M +$230K +3,912 +11%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.28M -$63.7K -1,084 -3%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$2.25M -$39.8K -677 -2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2.25M -$317K -5,392 -12%
OPS
60
Orion Portfolio Solutions
Nebraska
$2.2M -$127K -2,155 -5%
FCMA
61
Foresight Capital Management Advisors
Michigan
$2.13M +$90.5K +1,539 +4%
IWC
62
Integrated Wealth Concepts
Massachusetts
$2.04M -$85.6K -1,456 -4%
Goldman Sachs
63
Goldman Sachs
New York
$2.04M -$5.01M -85,159 -71%
AI
64
Atria Investments
North Carolina
$1.89M +$42.7K +727 +2%
SWA
65
Stratos Wealth Advisors
Ohio
$1.86M +$1.45M +24,592 +357%
EPWM
66
Essex Private Wealth Management
Massachusetts
$1.78M -$741K -12,601 -29%
Citadel Advisors
67
Citadel Advisors
Florida
$1.78M -$1.79M -30,518 -50%
MC
68
Mathes Company
New York
$1.77M
SPC
69
Sigma Planning Corp
Michigan
$1.64M +$7.41K +126 +0.5%
WBG
70
Wharton Business Group
Pennsylvania
$1.62M
WAG
71
Winthrop Advisory Group
Massachusetts
$1.6M +$31.7K +539 +2%
SAS
72
Sanford Advisory Services
Michigan
$1.56M +$487K +8,284 +45%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.55M -$1.65M -27,997 -52%
SWIG
74
Strategic Wealth Investment Group
Kentucky
$1.48M +$222K +3,777 +18%
VNA
75
Valley National Advisers
Pennsylvania
$1.43M -$55K -935 -4%

XT Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2022, worth a combined $2.57B — down 15% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of XT and 24 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $819M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $81.4M.

  • 239 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2022, down from 250 in Q4 2021.
  • Funds reported $2.57B of iShares Future Exponential Technologies ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2022 and 32 closed out, a net change of -8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $819M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2022.