XT icon

iShares Exponential Technologies ETF
XT

Overview Fund Activity

247 hedge funds and large institutions have $2.58B invested in iShares Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$23.8M
2
Ameriprise
2
Ameriprise
Minnesota
$25.4M
3
BFG
3
Berger Financial Group
Minnesota
$6.98M
4
LPL Financial
4
LPL Financial
California
$45.4M
5
FFM
5
Forum Financial Management
Illinois
$3.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.16M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.98B
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$14.8M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
Sax Wealth Advisors
New Jersey
$1.22M +$217K +3,645 +22%
PCA
77
Pallas Capital Advisors
Massachusetts
$1.14M +$848K +14,216 +285%
SFI
78
SPC Financial Inc
Maryland
$1.1M -$45.9K -770 -4%
GEA
79
Glen Eagle Advisors
New Jersey
$1.1M -$21.2K -355 -2%
PAG
80
Private Advisor Group
New Jersey
$1.06M +$56.8K +953 +6%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.06M +$1.06M +17,802 New
IA
82
IFP Advisors
Florida
$1.02M +$921K +15,441 +921%
KWM
83
Kingsview Wealth Management
Oregon
$1.02M -$32.6K -546 -3%
IWM
84
IHT Wealth Management
Illinois
$936K +$16.5K +276 +2%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$917K -$7.99K -134 -0.9%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$893K -$106K -1,777 -11%
LA
87
Lane & Associates
New Jersey
$889K +$49.4K +829 +6%
SFS
88
Sowell Financial Services
Arkansas
$869K -$65.9K -1,104 -7%
Citadel Advisors
89
Citadel Advisors
Florida
$852K -$1.05M -17,605 -55%
Renaissance Technologies
90
Renaissance Technologies
New York
$829K +$829K +13,900 New
MWM
91
MGB Wealth Management
Texas
$794K -$15.9K -266 -2%
WCM
92
Wealthcare Capital Management
Virginia
$791K -$21.8K -366 -3%
CC
93
Courier Capital
New York
$783K +$6.08K +102 +0.8%
AFM
94
Abbot Financial Management
Massachusetts
$774K -$656 -11 -0.1%
CFA
95
Cahill Financial Advisors
Minnesota
$747K -$2.33M -39,009 -76%
CCM
96
Check Capital Management
California
$742K – – –
BCA
97
Bay Colony Advisors
Massachusetts
$737K – – –
HIC
98
Hartline Investment Corp
Illinois
$737K +$737K +12,354 New
SB
99
Strategic Blueprint
Georgia
$728K -$46K -771 -6%
CI
100
CX Institutional
Indiana
$725K -$19.7K -330 -3%
2 3
4
5 6