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iShares Future Exponential Technologies ETF

223 hedge funds and large institutions have $2.08B invested in iShares Future Exponential Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $1.89B → $2.08B (+$186M)

4% more funds holding

Funds holding: 215223 (+8)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

16.97% less ownership

Funds ownership: 89.38%72.41% (-17%)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
65
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$2.3M -$806K -16,827 -26%
OPS
52
Orion Portfolio Solutions
Nebraska
$2.09M +$359K +7,503 +21%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$2.05M -$238K -4,980 -10%
W
54
WealthOne
New York
$2.04M -$98.5K -2,058 -5%
AMC
55
Asset Management Corp
Illinois
$2.01M -$57.8K -1,207 -3%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.82M +$220K +4,585 +14%
VNA
57
Valley National Advisers
Pennsylvania
$1.66M +$140K +2,934 +10%
SWIG
58
Strategic Wealth Investment Group
Kentucky
$1.55M +$90.5K +1,891 +7%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.48M +$1.5M +31,245 New
EPWM
60
Essex Private Wealth Management
Massachusetts
$1.48M -$910 -19 -0.1%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$1.48M -$11.9M -248,465 -89%
AAS
62
Avantax Advisory Services
Texas
$1.46M +$1.24M +25,848 +513%
RW
63
REDW Wealth
New Mexico
$1.44M -$122K -2,540 -8%
VA
64
Valmark Advisers
Ohio
$1.37M +$131K +2,741 +10%
WBG
65
Wharton Business Group
Pennsylvania
$1.3M
FA
66
FDx Advisors
Illinois
$1.22M +$321K +6,702 +35%
MC
67
Mathes Company
New York
$1.2M
WAG
68
Winthrop Advisory Group
Massachusetts
$1.2M -$53.9K -1,125 -4%
CPC
69
Consolidated Planning Corp
Georgia
$1.13M +$1.14M +23,796 New
CWM
70
Cedar Wealth Management
California
$1.03M -$22.2K -463 -2%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$279K -5,834 -21%
SPC
72
Sigma Planning Corp
Michigan
$1.02M -$34.9K -728 -3%
GIA
73
Gladstone Institutional Advisory
Florida
$988K +$144K +3,006 +17%
JIP
74
Jaffetilchin Investment Partners
Florida
$970K
GEA
75
Glen Eagle Advisors
New Jersey
$910K +$96 +2 +0%

XT Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2022, worth a combined $2.08B — up 9.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XT positions and 20 closed out — a net gain of 11 holders — while 65 added to existing stakes and 80 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $98.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $515M.

  • 223 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2022, up from 215 in Q3 2022.
  • Funds reported $2.08B of iShares Future Exponential Technologies ETF stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 31 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2022 and 20 closed out, a net change of +11 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $98.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2022.