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iShares Future Exponential Technologies ETF

225 hedge funds and large institutions have $2.74B invested in iShares Future Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 55

7% more funds holding

Funds holding: 210225 (+15)

0% more capital invested

Capital invested by funds: $2.73B → $2.74B (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.06% less ownership

Funds ownership: 71.7%69.64% (-2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
76
Seaview Investment Managers
Florida
$1.47M +$1.51M +23,378 New
JIP
77
Jaffetilchin Investment Partners
Florida
$1.28M -$1.32M -20,483 -50%
SWIG
78
Strategic Wealth Investment Group
Kentucky
$1.27M +$252K +3,915 +24%
PP
79
Prudential plc
United Kingdom
$1.25M +$1.29M +20,000 New
GEA
80
Glen Eagle Advisors
New Jersey
$1.23M +$17.7K +275 +1%
MIAN
81
Mariner Independent Advisor Network
Kansas
$1.18M +$31.3K +485 +3%
WBG
82
Wharton Business Group
Pennsylvania
$1.17M +$832K +12,915 +223%
CAG
83
Csenge Advisory Group
Florida
$1.16M +$1.19M +18,480 New
HSBC Holdings
84
HSBC Holdings
United Kingdom
$1.12M
SAS
85
Sanford Advisory Services
Michigan
$1.1M +$80.9K +1,256 +8%
GIA
86
Gladstone Institutional Advisory
Florida
$1.02M -$93.8K -1,455 -8%
SWM
87
Spire Wealth Management
Virginia
$1.01M -$19.3K -300 -2%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$966K +$107K +1,660 +12%
TWM
89
TriaGen Wealth Management
California
$952K +$40.1K +623 +4%
SFI
90
SPC Financial Inc
Maryland
$940K -$7.28K -113 -0.7%
CC
91
Courier Capital
New York
$863K +$27.6K +428 +3%
CAN
92
Cetera Advisor Networks
California
$841K +$7.22K +112 +0.8%
CFA
93
Cahill Financial Advisors
Minnesota
$831K +$853K +13,241 New
PA
94
PFG Advisors
Arizona
$826K +$91.1K +1,414 +12%
WAM
95
WNY Asset Management
New York
$807K
PCA
96
Personal Capital Advisors
California
$803K +$13.5K +209 +2%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$800K
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$783K -$605K -9,383 -43%
HB
99
Homrich & Berg
Georgia
$783K -$96.7K -1,500 -11%
KWM
100
Kingsview Wealth Management
Oregon
$748K +$22.2K +344 +3%

XT Hedge Fund Activity: Q3 2021 in Review

225 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2021, worth a combined $2.74B — up 0.46% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XT positions and 8 closed out — a net gain of 18 holders — while 90 added to existing stakes and 55 trimmed.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $14.9M. The largest seller was Brinker Capital Investments, cutting an estimated $18.7M.

  • 225 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2021, up from 210 in Q2 2021.
  • Funds reported $2.74B of iShares Future Exponential Technologies ETF stock for Q3 2021, up 0.46% quarter-over-quarter.
  • 26 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $14.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.