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iShares Future Exponential Technologies ETF

212 hedge funds and large institutions have $2.26B invested in iShares Future Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.08B → $2.26B (+$183M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.92% less ownership

Funds ownership: 72.41%71.49% (-0.92%)

5% less funds holding

Funds holding: 223212 (-11)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

40% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 87

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.98M -$50.2K -976 -3%
BBVA
52
Banco Bilbao Vizcaya Argentaria
Spain
$1.84M +$1.13M +21,957 +169%
SWIG
53
Strategic Wealth Investment Group
Kentucky
$1.75M +$147K +2,857 +9%
EPWM
54
Essex Private Wealth Management
Massachusetts
$1.64M -$1.8K -35 -0.1%
VA
55
Valmark Advisers
Ohio
$1.61M +$85.9K +1,671 +6%
VNA
56
Valley National Advisers
Pennsylvania
$1.59M -$101K -1,961 -6%
Citadel Advisors
57
Citadel Advisors
Florida
$1.49M +$1.46M +28,351 New
WBG
58
Wharton Business Group
Pennsylvania
$1.44M
SM
59
Sweeney & Michel
California
$1.37M +$1.28M +24,979 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.36M +$560K +10,897 +73%
RW
61
REDW Wealth
New Mexico
$1.33M -$265K -5,149 -17%
WAG
62
Winthrop Advisory Group
Massachusetts
$1.32M -$13.6K -265 -1%
FA
63
FDx Advisors
Illinois
$1.22M
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$1.21M -$336K -6,535 -22%
CPC
65
Consolidated Planning Corp
Georgia
$1.2M -$57.5K -1,119 -5%
AAS
66
Avantax Advisory Services
Texas
$1.19M -$424K -8,252 -27%
CWM
67
Cedar Wealth Management
California
$1.14M +$3.03K +59 +0.3%
HSA
68
HBK Sorce Advisory
Pennsylvania
$1.14M -$1.7M -33,032 -60%
JIP
69
Jaffetilchin Investment Partners
Florida
$1.08M
PA
70
PFG Advisors
Arizona
$1.04M +$732K +14,249 +261%
SPC
71
Sigma Planning Corp
Michigan
$1.03M -$95.8K -1,863 -9%
GIA
72
Gladstone Institutional Advisory
Florida
$1.03M -$72.3K -1,406 -7%
GEA
73
Glen Eagle Advisors
New Jersey
$1M -$10.5K -205 -1%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$1M -$130K -2,529 -12%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$991K +$966K +18,798 New

XT Hedge Fund Activity: Q1 2023 in Review

212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2023, worth a combined $2.26B — up 8.8% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XT and 15 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 52 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.6M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $42.5M sold.

  • 212 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2023, down from 223 in Q4 2022.
  • Funds reported $2.26B of iShares Future Exponential Technologies ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2023 and 21 closed out, a net change of -6 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $24.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2023 was Brinker Capital Investments, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2023.