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iShares Future Exponential Technologies ETF

244 hedge funds and large institutions have $2.54B invested in iShares Future Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0.38% more ownership

Funds ownership: 74.54%74.92% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $2.58B → $2.54B (-$38.5M)

1% less funds holding

Funds holding: 247244 (-3)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 99

Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cedar Wealth Management
California
$1.04M -$205K -3,530 -17%
IA
77
IFP Advisors
Florida
$1.04M +$33.9K +584 +3%
PAG
78
Private Advisor Group
New Jersey
$980K -$67.6K -1,163 -7%
SFI
79
SPC Financial Inc
Maryland
$978K -$108K -1,863 -10%
IWM
80
IHT Wealth Management
Illinois
$918K -$5.63K -97 -0.6%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$905K
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$898K -$147K -2,532 -14%
SFS
83
Sowell Financial Services
Arkansas
$888K +$30.8K +530 +4%
MWM
84
MGB Wealth Management
Texas
$813K
AWM
85
AE Wealth Management
Kansas
$807K +$386K +6,646 +94%
LA
86
Lane & Associates
New Jersey
$801K -$76K -1,309 -9%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$791K -$89.2K -1,535 -10%
Jane Street
88
Jane Street
New York
$787K -$1.33M -22,911 -63%
WCM
89
Wealthcare Capital Management
Virginia
$776K -$4.07K -70 -0.5%
CC
90
Courier Capital
New York
$770K -$2.79K -48 -0.4%
CCM
91
Check Capital Management
California
$732K
AFM
92
Abbot Financial Management
Massachusetts
$721K -$42.5K -732 -6%
BCA
93
Bay Colony Advisors
Massachusetts
$717K -$9.7K -167 -1%
SB
94
Strategic Blueprint
Georgia
$714K -$4.01K -69 -0.6%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$711K +$6.04K +104 +0.9%
VWA
96
VERITY Wealth Advisors
United States
$693K
MA
97
MONECO Advisors
Connecticut
$641K +$28.8K +496 +5%
CFA
98
Cahill Financial Advisors
Minnesota
$638K -$97.9K -1,686 -13%
DWM
99
Destination Wealth Management
California
$633K -$28.6K -492 -4%
OCM
100
One Capital Management
California
$631K +$623K +10,734 New

XT Hedge Fund Activity: Q2 2024 in Review

244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2024, worth a combined $2.54B — down 1.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 99 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $5.9M.

  • 244 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $2.54B of iShares Future Exponential Technologies ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2024 and 15 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $35.3M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2024 was Wells Fargo, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2024.