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iShares Future Exponential Technologies ETF

234 hedge funds and large institutions have $2.63B invested in iShares Future Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.54B → $2.63B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.18% less ownership

Funds ownership: 74.92%74.74% (-0.18%)

4% less funds holding

Funds holding: 244234 (-10)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
55
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$936K +$16.1K +274 +2%
IWM
77
IHT Wealth Management
Illinois
$930K -$18.9K -322 -2%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$920K -$9.75K -166 -1%
SL
79
Sentinus LLC
Illinois
$912K -$1.35M -23,038 -60%
AWM
80
AE Wealth Management
Kansas
$839K +$3.17K +54 +0.4%
Cerity Partners
81
Cerity Partners
New York
$816K +$503K +8,564 +177%
CC
82
Courier Capital
New York
$794K -$2.47K -42 -0.3%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$782K +$339K +5,767 +83%
CCM
84
Check Capital Management
California
$758K
WCM
85
Wealthcare Capital Management
Virginia
$748K -$53.1K -904 -7%
BCA
86
Bay Colony Advisors
Massachusetts
$742K
CWP
87
Concord Wealth Partners
Virginia
$734K -$4.55M -77,531 -87%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$733K -$73.7K -1,256 -9%
VWA
89
VERITY Wealth Advisors
United States
$717K
PAG
90
Private Advisor Group
New Jersey
$712K -$292K -4,977 -30%
SB
91
Strategic Blueprint
Georgia
$699K -$39.1K -666 -5%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$677K -$56.8K -967 -8%
AFM
93
Abbot Financial Management
Massachusetts
$655K -$88K -1,499 -12%
MA
94
MONECO Advisors
Connecticut
$654K -$9.28K -158 -1%
LA
95
Lane & Associates
New Jersey
$649K -$173K -2,949 -22%
AIA
96
Ally Invest Advisors
North Carolina
$643K +$63.8K +1,086 +11%
EWA
97
Evolution Wealth Advisors
Florida
$627K
CNWM
98
Clay Northam Wealth Management
California
$623K
DWM
99
Destination Wealth Management
California
$615K -$38.4K -654 -6%
Renaissance Technologies
100
Renaissance Technologies
New York
$615K +$64.6K +1,100 +12%

XT Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2024, worth a combined $2.63B — up 3.7% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XT and 15 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.95M.

  • 234 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2024, down from 244 in Q2 2024.
  • Funds reported $2.63B of iShares Future Exponential Technologies ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2024 and 22 closed out, a net change of -7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $24.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2024.