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iShares Future Exponential Technologies ETF

212 hedge funds and large institutions have $2.26B invested in iShares Future Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.08B → $2.26B (+$183M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.92% less ownership

Funds ownership: 72.41%71.49% (-0.92%)

5% less funds holding

Funds holding: 223212 (-11)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

40% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 87

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$948K +$581K +11,310 +170%
SFI
77
SPC Financial Inc
Maryland
$918K +$72K +1,400 +9%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$904K +$7.55K +147 +0.9%
HighTower Advisors
79
HighTower Advisors
Illinois
$880K -$2.5M -48,597 -74%
LA
80
Lane & Associates
New Jersey
$849K -$18.1K -352 -2%
SFS
81
Sowell Financial Services
Arkansas
$830K +$1.34K +26 +0.2%
PAG
82
Private Advisor Group
New Jersey
$817K -$98.7K -1,920 -11%
KWM
83
Kingsview Wealth Management
Oregon
$798K +$6.94K +135 +0.9%
IWM
84
IHT Wealth Management
Illinois
$782K -$110K -2,136 -13%
Goldman Sachs
85
Goldman Sachs
New York
$777K
CAN
86
Cetera Advisor Networks
California
$747K -$39.4K -766 -5%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$701K +$480K +9,339 +235%
CC
88
Courier Capital
New York
$681K -$7.5K -146 -1%
KA
89
Kovack Advisors
Florida
$674K -$200K -3,884 -23%
WCM
90
Wealthcare Capital Management
Virginia
$673K +$24.9K +485 +4%
SB
91
Strategic Blueprint
Georgia
$654K +$29.6K +576 +5%
BCA
92
Bay Colony Advisors
Massachusetts
$640K
EWA
93
Exencial Wealth Advisors
Oklahoma
$607K -$55.1K -1,073 -9%
EWA
94
EP Wealth Advisors
California
$587K -$639K -12,429 -82%
PIMG
95
Patriot Investment Management Group
Tennessee
$571K -$4.11K -80 -0.7%
WBCM
96
Wilson & Boucher Capital Management
California
$566K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$559K -$65.4K -1,273 -11%
CNWM
98
Clay Northam Wealth Management
California
$555K
HWM
99
HB Wealth Management
Georgia
$545K -$27.5K -535 -5%
EWA
100
Evolution Wealth Advisors
Florida
$543K

XT Hedge Fund Activity: Q1 2023 in Review

212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2023, worth a combined $2.26B — up 8.8% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XT and 15 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 52 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.6M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $42.5M sold.

  • 212 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2023, down from 223 in Q4 2022.
  • Funds reported $2.26B of iShares Future Exponential Technologies ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2023 and 21 closed out, a net change of -6 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $24.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2023 was Brinker Capital Investments, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2023.