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iShares Future Exponential Technologies ETF
XT

239 hedge funds and large institutions have $2.57B invested in iShares Future Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.94% more ownership

Funds ownership: 70.95% → 90.89% (+20%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

4% less funds holding

Funds holding: 250 → 239 (-11)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

15% less capital invested

Capital invested by funds: $3.01B → $2.57B (-$444M)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
239
Holders Change
-11
Holders Change %
-4.4%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$819M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$107M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$6.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.23M
5
Jane Street
Jane Street
New York
+$3.76M

Top Sellers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
-$81.4M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$39.3M
3
CF
Corrigan Financial
Rhode Island
-$18.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$16.9M
5
BCM
Brookstone Capital Management
Illinois
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$1.41M -$236K -4,010 -14%
CIAS
77
CFS Investment Advisory Services
New Jersey
$1.39M +$819M +13,936,280 +5,856%
CWM
78
Cedar Wealth Management
California
$1.3M -$743K -12,633 -36%
EWA
79
EP Wealth Advisors
California
$1.28M -$364K -6,197 -22%
GEA
80
Glen Eagle Advisors
New Jersey
$1.15M -$10.9K -185 -0.9%
CAG
81
Csenge Advisory Group
Florida
$1.12M +$1.11M +18,911 New
KA
82
Kovack Advisors
Florida
$1.06M – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$1.06M +$133K +2,270 +14%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$1.05M – – –
PAG
85
Private Advisor Group
New Jersey
$1.02M +$176 +3 +0%
GIA
86
Gladstone Institutional Advisory
Florida
$1.01M -$48.9K -831 -5%
JIP
87
Jaffetilchin Investment Partners
Florida
$989K – – –
SWP
88
Stratos Wealth Partners
Ohio
$968K +$537K +9,128 +126%
HHRDM
89
H&H Retirement Design & Management
Nevada
$959K -$566K -9,620 -37%
SB
90
Strategic Blueprint
Georgia
$925K -$541K -9,209 -37%
CC
91
Courier Capital
New York
$896K +$32.4K +551 +4%
PA
92
PFG Advisors
Arizona
$888K -$94.4K -1,606 -10%
AC
93
ASB Consultores
Florida
$888K – – –
CAN
94
Cetera Advisor Networks
California
$858K -$9.64K -164 -1%
BCA
95
Bay Colony Advisors
Massachusetts
$855K +$851K +14,481 New
KWM
96
Kingsview Wealth Management
Oregon
$828K +$38.5K +655 +5%
SWM
97
Spire Wealth Management
Virginia
$813K -$135K -2,296 -14%
SFI
98
SPC Financial Inc
Maryland
$799K -$32.5K -552 -4%
WAM
99
WNY Asset Management
New York
$769K – – –
EWA
100
Exencial Wealth Advisors
Oklahoma
$766K +$191K +3,241 +33%
2 3
4
5 6

XT Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2022, worth a combined $2.57B — down 15% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of XT and 24 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $819M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $81.4M.

  • 239 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2022, down from 250 in Q4 2021.
  • Funds reported $2.57B of iShares Future Exponential Technologies ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2022 and 32 closed out, a net change of -8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $819M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2022.