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iShares Future Exponential Technologies ETF

222 hedge funds and large institutions have $2.06B invested in iShares Future Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 239222 (-17)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less capital invested

Capital invested by funds: $2.57B → $2.06B (-$500M)

19.92% less ownership

Funds ownership: 90.89%70.97% (-20%)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
51
WealthOne
New York
$2.09M -$34.7K -669 -2%
SW
52
SVB Wealth
Massachusetts
$1.83M -$581K -11,189 -23%
OPS
53
Orion Portfolio Solutions
Nebraska
$1.77M -$18.8K -362 -1%
HI
54
Harbour Investments
Wisconsin
$1.73M +$1.87M +36,027 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.73M -$133K -2,568 -7%
Goldman Sachs
56
Goldman Sachs
New York
$1.65M -$4.15K -80 -0.2%
RW
57
REDW Wealth
New Mexico
$1.63M -$1.33M -25,595 -43%
EPWM
58
Essex Private Wealth Management
Massachusetts
$1.47M +$29.4K +566 +2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1.47M -$387K -7,457 -20%
MC
60
Mathes Company
New York
$1.43M
WBG
61
Wharton Business Group
Pennsylvania
$1.31M
CPC
62
Consolidated Planning Corp
Georgia
$1.29M +$1.4M +27,009 New
VNA
63
Valley National Advisers
Pennsylvania
$1.29M +$85.3K +1,643 +7%
WAG
64
Winthrop Advisory Group
Massachusetts
$1.24M -$70.6K -1,360 -5%
IWM
65
IHT Wealth Management
Illinois
$1.17M +$33.3K +641 +3%
SAS
66
Sanford Advisory Services
Michigan
$1.17M -$107K -2,052 -8%
SPC
67
Sigma Planning Corp
Michigan
$1.17M -$177K -3,405 -12%
SWIG
68
Strategic Wealth Investment Group
Kentucky
$1.15M -$52.4K -1,009 -4%
CWM
69
Cedar Wealth Management
California
$1.06M +$4.88K +94 +0.4%
GIA
70
Gladstone Institutional Advisory
Florida
$1.01M +$202K +3,886 +23%
JIP
71
Jaffetilchin Investment Partners
Florida
$982K
GEA
72
Glen Eagle Advisors
New Jersey
$933K +$52 +1 +0%
PAG
73
Private Advisor Group
New Jersey
$920K +$100K +1,931 +11%
EWA
74
EP Wealth Advisors
California
$895K -$157K -3,019 -14%
ARC
75
Advisor Resource Council
Texas
$884K +$957K +18,442 New

XT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2022, worth a combined $2.06B — down 20% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of XT and 24 opened new positions — a net loss of 17 holders — while 86 trimmed existing stakes and 58 added.

The largest buyer was Financial Engines Advisors, adding an estimated $42.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $723M.

  • 222 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2022, down from 239 in Q1 2022.
  • Funds reported $2.06B of iShares Future Exponential Technologies ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2022 and 41 closed out, a net change of -17 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $42.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $723M sold.

Based on aggregated 13F filings for Q2 2022.