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iShares Future Exponential Technologies ETF

209 hedge funds and large institutions have $2.43B invested in iShares Future Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 35

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 184209 (+25)

5% more capital invested

Capital invested by funds: $2.31B → $2.43B (+$126M)

0.32% less ownership

Funds ownership: 74.31%73.99% (-0.32%)

Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
76
Sanford Advisory Services
Michigan
$879K +$182K +3,057 +26%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$828K -$460K -7,744 -36%
HB
78
Homrich & Berg
Georgia
$828K
Renaissance Technologies
79
Renaissance Technologies
New York
$811K +$339K +5,700 +71%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$810K +$38.5K +647 +5%
WAM
81
WNY Asset Management
New York
$786K +$19.4K +326 +3%
BBVA
82
Banco Bilbao Vizcaya Argentaria
Spain
$772K +$778K +13,088 New
CAN
83
Cetera Advisor Networks
California
$771K +$40.6K +682 +6%
SWIG
84
Strategic Wealth Investment Group
Kentucky
$757K +$122K +2,045 +19%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$751K +$543K +9,137 +257%
PCA
86
Personal Capital Advisors
California
$717K +$100K +1,689 +16%
TWM
87
TriaGen Wealth Management
California
$709K +$194K +3,271 +38%
KWM
88
Kingsview Wealth Management
Oregon
$685K +$59K +992 +10%
DAS
89
Dynamic Advisor Solutions
Arizona
$672K -$178 -3 -0%
NCM
90
New Capital Management
Texas
$669K +$59.3K +997 +10%
TPA
91
Trivium Point Advisory
Connecticut
$667K -$31.9K -536 -5%
PA
92
PFG Advisors
Arizona
$667K +$205K +3,451 +44%
PIMG
93
Patriot Investment Management Group
Tennessee
$625K +$153K +2,577 +32%
VWA
94
Visionary Wealth Advisors
Illinois
$612K +$131K +2,200 +27%
BSSFA
95
Baron Silver Stevens Financial Advisors
Florida
$601K +$60.3K +1,014 +11%
William Blair & Company
96
William Blair & Company
Illinois
$553K -$19.8K -333 -3%
BRWA
97
B. Riley Wealth Advisors
Florida
$553K +$6K +101 +1%
Creative Planning
98
Creative Planning
Kansas
$541K +$323K +5,437 +147%
VCS
99
Vaughan & Co Securities
New Jersey
$535K +$537K +9,035 New
PCA
100
Pallas Capital Advisors
Massachusetts
$529K +$520K +8,748 New

XT Hedge Fund Activity: Q1 2021 in Review

209 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2021, worth a combined $2.43B — up 5.5% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XT positions and 11 closed out — a net gain of 27 holders — while 88 added to existing stakes and 35 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $40.5M. The largest seller was Financial Engines Advisors, cutting an estimated $62M.

  • 209 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $2.43B of iShares Future Exponential Technologies ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2021 and 11 closed out, a net change of +27 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2021 was HBK Sorce Advisory, an estimated $40.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.