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iShares Future Exponential Technologies ETF

234 hedge funds and large institutions have $2.63B invested in iShares Future Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.54B → $2.63B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.18% less ownership

Funds ownership: 74.92%74.74% (-0.18%)

4% less funds holding

Funds holding: 244234 (-10)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
55
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPWM
51
Essex Private Wealth Management
Massachusetts
$2.12M +$32.3K +550 +2%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$1.98M +$464K +7,900 +32%
CGA
53
Crescent Grove Advisors
Illinois
$1.95M -$659K -11,219 -26%
PA
54
PFG Advisors
Arizona
$1.92M +$147K +2,510 +9%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.9M -$42.6K -725 -2%
AAS
56
Avantax Advisory Services
Texas
$1.88M +$97.5K +1,660 +6%
IWC
57
Integrated Wealth Concepts
Massachusetts
$1.79M -$643K -10,948 -27%
KAS
58
Kestra Advisory Services
Texas
$1.75M -$99.8K -1,700 -6%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$1.7M -$45.2K -770 -3%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$1.51M +$18.6K +316 +1%
GIA
61
Gladstone Institutional Advisory
Florida
$1.31M -$60.9K -1,037 -5%
VNA
62
Valley National Advisers
Pennsylvania
$1.3M -$116K -1,977 -8%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$1.28M -$26.7K -455 -2%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$16K -273 -1%
JIP
65
Jaffetilchin Investment Partners
Florida
$1.25M
PCA
66
Pallas Capital Advisors
Massachusetts
$1.24M -$3.7K -63 -0.3%
KWM
67
Kingsview Wealth Management
Oregon
$1.18M -$26.8K -457 -2%
RW
68
REDW Wealth
New Mexico
$1.13M -$57.4K -977 -5%
MCM
69
MAI Capital Management
Ohio
$1.13M -$1.1M -18,746 -50%
SWA
70
Sax Wealth Advisors
New Jersey
$1.13M
Citadel Advisors
71
Citadel Advisors
Florida
$1.11M -$137K -2,338 -11%
IA
72
IFP Advisors
Florida
$1.09M +$13.2K +224 +1%
GEA
73
Glen Eagle Advisors
New Jersey
$1.07M -$51.7K -880 -5%
SFI
74
SPC Financial Inc
Maryland
$979K -$31.6K -538 -3%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$937K

XT Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2024, worth a combined $2.63B — up 3.7% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XT and 15 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.95M.

  • 234 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2024, down from 244 in Q2 2024.
  • Funds reported $2.63B of iShares Future Exponential Technologies ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2024 and 22 closed out, a net change of -7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $24.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2024.