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iShares Future Exponential Technologies ETF

220 hedge funds and large institutions have $2.59B invested in iShares Future Exponential Technologies ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

17% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $2.26B → $2.59B (+$327M)

6.19% more ownership

Funds ownership: 71.49%77.68% (+6.2%)

4% more funds holding

Funds holding: 212220 (+8)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
77
Reduced
66
Closed
17
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.09M +$89.5K +1,698 +9%
GEA
77
Glen Eagle Advisors
New Jersey
$1.06M +$158 +3 +0%
PCIA
78
Prime Capital Investment Advisors
Kansas
$1.05M +$993K +18,843 New
PAG
79
Private Advisor Group
New Jersey
$1.03M +$129K +2,439 +16%
HSA
80
HBK Sorce Advisory
Pennsylvania
$986K -$207K -3,933 -18%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$969K +$14.9K +282 +2%
SFI
82
SPC Financial Inc
Maryland
$947K -$21K -399 -2%
HighTower Advisors
83
HighTower Advisors
Illinois
$945K +$16.2K +307 +2%
Renaissance Technologies
84
Renaissance Technologies
New York
$912K +$864K +16,400 New
SFS
85
Sowell Financial Services
Arkansas
$871K -$3.69K -70 -0.4%
LA
86
Lane & Associates
New Jersey
$865K -$28.9K -548 -3%
KWM
87
Kingsview Wealth Management
Oregon
$864K +$21.1K +400 +3%
IWM
88
IHT Wealth Management
Illinois
$861K +$34.4K +652 +4%
Goldman Sachs
89
Goldman Sachs
New York
$790K -$28.5K -540 -4%
SB
90
Strategic Blueprint
Georgia
$729K +$37.4K +710 +6%
CC
91
Courier Capital
New York
$728K +$9.07K +172 +1%
BCA
92
Bay Colony Advisors
Massachusetts
$687K
WCM
93
Wealthcare Capital Management
Virginia
$669K -$38.6K -733 -6%
KWA
94
Kingswood Wealth Advisors
California
$648K +$614K +11,650 New
Wealthfront Advisers
95
Wealthfront Advisers
California
$629K +$298K +5,655 +100%
EWA
96
EP Wealth Advisors
California
$618K -$104K -1,975 -70%
AWM
97
AE Wealth Management
Kansas
$617K +$46.1K +874 +9%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$605K +$14.1K +268 +3%
WBCM
99
Wilson & Boucher Capital Management
California
$597K
CNWM
100
Clay Northam Wealth Management
California
$586K

XT Hedge Fund Activity: Q2 2023 in Review

220 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2023, worth a combined $2.59B — up 14% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XT positions and 17 closed out — a net gain of 10 holders — while 77 added to existing stakes and 66 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $90.6M. The largest seller was Jane Street, cutting an estimated $9.99M.

  • 220 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2023, up from 212 in Q1 2023.
  • Funds reported $2.59B of iShares Future Exponential Technologies ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 27 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2023 and 17 closed out, a net change of +10 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $90.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2023 was Jane Street, an estimated $9.99M sold.

Based on aggregated 13F filings for Q2 2023.