We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

223 hedge funds and large institutions have $2.08B invested in iShares Future Exponential Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $1.89B → $2.08B (+$186M)

4% more funds holding

Funds holding: 215223 (+8)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

16.97% less ownership

Funds ownership: 89.38%72.41% (-17%)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
65
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$805K +$39.5K +825 +5%
IWM
77
IHT Wealth Management
Illinois
$803K -$233K -4,862 -22%
KA
78
Kovack Advisors
Florida
$789K +$2.35K +49 +0.3%
AT
79
American Trust
Kentucky
$786K -$1.46M -30,486 -69%
LA
80
Lane & Associates
New Jersey
$779K +$788K +16,462 New
SFI
81
SPC Financial Inc
Maryland
$759K +$4.64K +97 +0.6%
SFS
82
Sowell Financial Services
Arkansas
$744K
EWA
83
EP Wealth Advisors
California
$722K -$88.9K -1,857 -11%
KWM
84
Kingsview Wealth Management
Oregon
$710K +$47.9K +1,000 +7%
IWC
85
Integrated Wealth Concepts
Massachusetts
$708K -$25.9K -540 -3%
CAN
86
Cetera Advisor Networks
California
$707K -$26.2K -548 -4%
Goldman Sachs
87
Goldman Sachs
New York
$698K -$376K -7,851 -35%
SAS
88
Sanford Advisory Services
Michigan
$637K -$133K -2,772 -17%
CC
89
Courier Capital
New York
$618K -$8.38K -175 -1%
BBVA
90
Banco Bilbao Vizcaya Argentaria
Spain
$616K -$347K -7,255 -36%
TCM
91
TD Capital Management
Tennessee
$608K +$51.2K +1,069 +9%
PCA
92
Personal Capital Advisors
California
$596K
EWA
93
Exencial Wealth Advisors
Oklahoma
$596K +$5.89K +123 +1%
FPGK
94
Financial Partners Group (Kansas)
Kansas
$587K -$63.7K -1,331 -11%
BCA
95
Bay Colony Advisors
Massachusetts
$585K -$12K -250 -2%
PIMG
96
Patriot Investment Management Group
Tennessee
$582K +$1.2K +25 +0.2%
WCM
97
Wealthcare Capital Management
Virginia
$581K +$64.3K +1,344 +12%
PAG
98
Private Advisor Group
New Jersey
$567K -$8.33K -174 -1%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$563K +$12.6K +263 +2%
SB
100
Strategic Blueprint
Georgia
$560K -$100K -2,095 -15%

XT Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2022, worth a combined $2.08B — up 9.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XT positions and 20 closed out — a net gain of 11 holders — while 65 added to existing stakes and 80 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $98.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $515M.

  • 223 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2022, up from 215 in Q3 2022.
  • Funds reported $2.08B of iShares Future Exponential Technologies ETF stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 31 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2022 and 20 closed out, a net change of +11 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $98.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2022.