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iShares Future Exponential Technologies ETF

226 hedge funds and large institutions have $2.32B invested in iShares Future Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

3% more funds holding

Funds holding: 220226 (+6)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less ownership

Funds ownership: 77.68%74.69% (-3%)

10% less capital invested

Capital invested by funds: $2.59B → $2.32B (-$268M)

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
Net Calls
+$1.81M
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$890K -$49.6K -901 -5%
SWA
77
Sax Wealth Advisors
New Jersey
$868K +$389K +7,075 +74%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$855K +$901K +16,368 New
KWM
79
Kingsview Wealth Management
Oregon
$834K +$23.9K +434 +3%
SFS
80
Sowell Financial Services
Arkansas
$823K +$5.34K +97 +0.6%
HSA
81
HBK Sorce Advisory
Pennsylvania
$822K -$109K -1,989 -11%
DWM
82
Destination Wealth Management
California
$816K -$288K -5,241 -25%
IWM
83
IHT Wealth Management
Illinois
$806K -$2.92K -53 -0.3%
WCM
84
Wealthcare Capital Management
Virginia
$800K +$182K +3,298 +27%
LA
85
Lane & Associates
New Jersey
$781K -$33.4K -606 -4%
Goldman Sachs
86
Goldman Sachs
New York
$742K
CC
87
Courier Capital
New York
$685K +$1.76K +32 +0.2%
AFM
88
Abbot Financial Management
Massachusetts
$684K +$155K +2,812 +27%
SB
89
Strategic Blueprint
Georgia
$678K -$7.38K -134 -1%
BCA
90
Bay Colony Advisors
Massachusetts
$645K
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$614K +$647K +11,765 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$608K +$41.4K +752 +7%
Wealthfront Advisers
93
Wealthfront Advisers
California
$596K +$5.61K +102 +0.9%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$566K +$398K +7,240 +201%
WBCM
95
Wilson & Boucher Capital Management
California
$561K
MCWS
96
McKinley Carter Wealth Services
West Virginia
$557K +$20.4K +371 +4%
CNWM
97
Clay Northam Wealth Management
California
$550K
IFA
98
Interactive Financial Advisors
Illinois
$550K +$63.3K +1,150 +12%
EWA
99
Evolution Wealth Advisors
Florida
$538K
AWM
100
AE Wealth Management
Kansas
$535K -$47.3K -860 -8%

XT Hedge Fund Activity: Q3 2023 in Review

226 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2023, worth a combined $2.32B — down 10% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XT positions and 19 closed out — a net gain of 8 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.8M. The largest seller was Brinker Capital Investments, cutting an estimated $47.2M.

  • 226 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $2.32B of iShares Future Exponential Technologies ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 27 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2023 and 19 closed out, a net change of +8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2023 was LPL Financial, an estimated $10.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2023.