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iShares Future Exponential Technologies ETF

247 hedge funds and large institutions have $2.58B invested in iShares Future Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

821% more call options, than puts

Call options by funds: $608K | Put options by funds: $66K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 245247 (+2)

0.19% less ownership

Funds ownership: 74.73%74.54% (-0.19%)

2% less capital invested

Capital invested by funds: $2.62B → $2.58B (-$40.6M)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 92

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
51
Sentinus LLC
Illinois
$2.52M +$2.49M +42,329 New
PCIA
52
Prime Capital Investment Advisors
Kansas
$2.44M +$2.13M +36,348 +804%
FCMA
53
Foresight Capital Management Advisors
Michigan
$2.35M +$142K +2,416 +7%
MAV
54
Mason & Associates (Virginia)
Virginia
$2.35M +$2.31M +39,379 New
VNA
55
Valley National Advisers
Pennsylvania
$2.3M -$316K -5,390 -12%
MCM
56
MAI Capital Management
Ohio
$2.27M -$17.8K -304 -0.8%
SW
57
SVB Wealth
Massachusetts
$2.24M +$972K +16,556 +79%
JP Morgan Chase
58
JP Morgan Chase
New York
$2.18M -$157K -2,678 -7%
Jane Street
59
Jane Street
New York
$2.16M -$20.2M -343,906 -90%
SM
60
Sweeney & Michel
California
$2.14M +$2.14M +36,384 New
KAS
61
Kestra Advisory Services
Texas
$2.1M -$22.1K -376 -1%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$1.99M -$600K -10,216 -23%
PA
63
PFG Advisors
Arizona
$1.76M +$183K +3,115 +12%
EPWM
64
Essex Private Wealth Management
Massachusetts
$1.75M -$2.17K -37 -0.1%
AAS
65
Avantax Advisory Services
Texas
$1.66M +$150K +2,559 +10%
WBG
66
Wharton Business Group
Pennsylvania
$1.63M
MC
67
Mathes Company
New York
$1.52M
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.49M -$274K -4,666 -16%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$1.45M +$302K +5,143 +27%
GIA
70
Gladstone Institutional Advisory
Florida
$1.29M -$49.8K -848 -4%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$403K -6,865 -24%
CWM
72
Cedar Wealth Management
California
$1.27M -$10.7K -182 -0.8%
RW
73
REDW Wealth
New Mexico
$1.27M
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$1.26M -$32.4K -552 -3%
JIP
75
Jaffetilchin Investment Partners
Florida
$1.22M

XT Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2024, worth a combined $2.58B — down 1.6% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 19 closed out — a net gain of 4 holders — while 65 added to existing stakes and 92 trimmed.

The largest buyer was UBS Group, adding an estimated $16M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 247 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $2.58B of iShares Future Exponential Technologies ETF stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2024 and 19 closed out, a net change of +4 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2024 was UBS Group, an estimated $16M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2024.