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iShares Future Exponential Technologies ETF

222 hedge funds and large institutions have $2.06B invested in iShares Future Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 239222 (-17)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less capital invested

Capital invested by funds: $2.57B → $2.06B (-$500M)

19.92% less ownership

Funds ownership: 90.89%70.97% (-20%)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$853K
KA
77
Kovack Advisors
Florida
$799K -$69.3K -1,335 -7%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$780K -$89.9K -1,732 -10%
FA
79
FDx Advisors
Illinois
$776K +$216K +4,170 +35%
SFI
80
SPC Financial Inc
Maryland
$765K +$126K +2,424 +18%
BCA
81
Bay Colony Advisors
Massachusetts
$753K
SB
82
Strategic Blueprint
Georgia
$751K
IWC
83
Integrated Wealth Concepts
Massachusetts
$745K -$991K -19,091 -55%
SWP
84
Stratos Wealth Partners
Ohio
$712K -$79.7K -1,536 -9%
CAN
85
Cetera Advisor Networks
California
$712K +$17K +327 +2%
UBV
86
United Bank (Virginia)
Virginia
$702K +$177K +3,405 +30%
CC
87
Courier Capital
New York
$648K -$86.2K -1,660 -11%
KWM
88
Kingsview Wealth Management
Oregon
$643K -$31K -598 -4%
EWA
89
Exencial Wealth Advisors
Oklahoma
$619K -$3.27K -63 -0.5%
WAM
90
WNY Asset Management
New York
$616K -$7.53K -145 -1%
PCA
91
Personal Capital Advisors
California
$602K
PA
92
PFG Advisors
Arizona
$596K -$135K -2,596 -17%
FPGK
93
Financial Partners Group (Kansas)
Kansas
$589K +$18K +346 +3%
VWM
94
Venturi Wealth Management
Texas
$558K +$53K +1,022 +10%
BAM
95
Beaumont Asset Management
Texas
$549K -$4.22M -81,348 -88%
HighTower Advisors
96
HighTower Advisors
Illinois
$539K -$781K -15,039 -57%
EFS
97
Essex Financial Services
Connecticut
$539K -$13.6K -262 -2%
WBCM
98
Wilson & Boucher Capital Management
California
$525K -$15.6K -300 -3%
PIMG
99
Patriot Investment Management Group
Tennessee
$522K -$38.1K -735 -6%
CNWM
100
Clay Northam Wealth Management
California
$505K -$38.6K -744 -7%

XT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2022, worth a combined $2.06B — down 20% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of XT and 24 opened new positions — a net loss of 17 holders — while 86 trimmed existing stakes and 58 added.

The largest buyer was Financial Engines Advisors, adding an estimated $42.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $723M.

  • 222 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2022, down from 239 in Q1 2022.
  • Funds reported $2.06B of iShares Future Exponential Technologies ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2022 and 41 closed out, a net change of -17 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $42.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $723M sold.

Based on aggregated 13F filings for Q2 2022.