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iShares Future Exponential Technologies ETF

250 hedge funds and large institutions have $3.01B invested in iShares Future Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

120% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 50

11% more funds holding

Funds holding: 225250 (+25)

10% more capital invested

Capital invested by funds: $2.74B → $3.01B (+$269M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.31% more ownership

Funds ownership: 69.64%70.95% (+1.3%)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
45
Increased
110
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EP Wealth Advisors
California
$1.84M -$49.1K -753 -3%
IWM
77
IHT Wealth Management
Illinois
$1.84M -$178K -2,734 -9%
SPC
78
Sigma Planning Corp
Michigan
$1.82M +$5.34K +82 +0.3%
WBG
79
Wharton Business Group
Pennsylvania
$1.81M +$566K +8,685 +46%
WAG
80
Winthrop Advisory Group
Massachusetts
$1.76M +$31.3K +480 +2%
CFA
81
Cahill Financial Advisors
Minnesota
$1.68M +$789K +12,107 +91%
VNA
82
Valley National Advisers
Pennsylvania
$1.67M +$103K +1,579 +7%
SB
83
Strategic Blueprint
Georgia
$1.64M -$25.1K -386 -2%
HHRDM
84
H&H Retirement Design & Management
Nevada
$1.52M -$9.67M -148,462 -85%
SFS
85
Sowell Financial Services
Arkansas
$1.49M -$213K -3,273 -13%
SWIG
86
Strategic Wealth Investment Group
Kentucky
$1.41M +$73.7K +1,131 +6%
JIP
87
Jaffetilchin Investment Partners
Florida
$1.35M
GEA
88
Glen Eagle Advisors
New Jersey
$1.3M +$651 +10 +0.1%
SAS
89
Sanford Advisory Services
Michigan
$1.2M +$48.5K +744 +4%
KA
90
Kovack Advisors
Florida
$1.19M +$1.17M +18,009 New
WGCA
91
Wolf Group Capital Advisors
Virginia
$1.19M +$1.17M +17,990 New
GIA
92
Gladstone Institutional Advisory
Florida
$1.19M +$108K +1,663 +10%
ARC
93
Advisor Resource Council
Texas
$1.19M +$1.17M +17,954 New
HSBC Holdings
94
HSBC Holdings
United Kingdom
$1.18M
MIAN
95
Mariner Independent Advisor Network
Kansas
$1.14M -$104K -1,593 -8%
PAG
96
Private Advisor Group
New Jersey
$1.14M -$954K -14,645 -46%
CNWM
97
Clay Northam Wealth Management
California
$1.14M +$1.12M +17,252 New
PA
98
PFG Advisors
Arizona
$1.1M +$227K +3,477 +26%
SWM
99
Spire Wealth Management
Virginia
$1.06M +$130 +2 +0%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$1.04M +$22.4K +344 +2%

XT Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2021, worth a combined $3.01B — up 9.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XT positions and 17 closed out — a net gain of 28 holders — while 110 added to existing stakes and 50 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $40.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.8M.

  • 250 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2021, up from 225 in Q3 2021.
  • Funds reported $3.01B of iShares Future Exponential Technologies ETF stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 45 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2021 and 17 closed out, a net change of +28 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $40.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2021.