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iShares Future Exponential Technologies ETF

209 hedge funds and large institutions have $2.43B invested in iShares Future Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 35

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 184209 (+25)

5% more capital invested

Capital invested by funds: $2.31B → $2.43B (+$126M)

0.32% less ownership

Funds ownership: 74.31%73.99% (-0.32%)

Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
101
Essex Financial Services
Connecticut
$528K +$51.3K +862 +11%
VWM
102
Venturi Wealth Management
Texas
$510K +$85.6K +1,440 +20%
AllianceBernstein
103
AllianceBernstein
Tennessee
$505K
EIA
104
Eldridge Investment Advisors
New Hampshire
$502K +$64.8K +1,090 +15%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$495K +$181K +3,044 +57%
AFM
106
Abbot Financial Management
Massachusetts
$486K +$20.5K +345 +4%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$485K +$89.2K +1,500 +22%
PIA
108
Pinion Investment Advisors
Kansas
$475K +$476K +8,013 New
DWM
109
Destination Wealth Management
California
$475K +$477K +8,020 New
IA
110
IFP Advisors
Florida
$472K -$6.24K -105 -1%
LFA
111
Lighthouse Financial Advisors
Maryland
$460K -$31.4K -528 -6%
CC
112
Courier Capital
New York
$446K +$89.7K +1,508 +25%
CCM
113
Check Capital Management
California
$438K
SWP
114
Stratos Wealth Partners
Ohio
$419K +$46.3K +779 +12%
EW
115
Emerson Wealth
Michigan
$399K
EWA
116
Exencial Wealth Advisors
Oklahoma
$379K +$19.6K +330 +5%
WCM
117
Wealthcare Capital Management
Virginia
$373K +$375K +6,304 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$369K -$67.6K -1,137 -15%
KM
119
Kalos Management
Georgia
$369K -$36.1K -607 -9%
FAIM
120
Financial Advocates Investment Management
Washington
$367K +$59 +1 +0%
OIA
121
OneDigital Investment Advisors
Kansas
$367K +$3.27K +55 +0.9%
Prudential Financial
122
Prudential Financial
New Jersey
$360K +$361K +6,077 New
PP
123
Prudential plc
United Kingdom
$326K -$2.11M -35,500 -87%
AIC
124
Ameritas Investment Company
Nebraska
$319K +$320K +5,388 New
BCM
125
Barometer Capital Management
Ontario, Canada
$304K -$569K -9,570 -65%

XT Hedge Fund Activity: Q1 2021 in Review

209 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2021, worth a combined $2.43B — up 5.5% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XT positions and 11 closed out — a net gain of 27 holders — while 88 added to existing stakes and 35 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $40.5M. The largest seller was Financial Engines Advisors, cutting an estimated $62M.

  • 209 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $2.43B of iShares Future Exponential Technologies ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2021 and 11 closed out, a net change of +27 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2021 was HBK Sorce Advisory, an estimated $40.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.