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iShares Future Exponential Technologies ETF

225 hedge funds and large institutions have $2.74B invested in iShares Future Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 55

7% more funds holding

Funds holding: 210225 (+15)

0% more capital invested

Capital invested by funds: $2.73B → $2.74B (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.06% less ownership

Funds ownership: 71.7%69.64% (-2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$714K -$14.9K -232 -2%
VWM
102
Venturi Wealth Management
Texas
$711K +$19K +295 +3%
TPA
103
Trivium Point Advisory
Connecticut
$710K -$158K -2,450 -18%
UBV
104
United Bank (Virginia)
Virginia
$706K
NCM
105
New Capital Management
Texas
$703K +$728K +11,303 New
PIMG
106
Patriot Investment Management Group
Tennessee
$685K +$10.4K +162 +2%
EIA
107
Eldridge Investment Advisors
New Hampshire
$665K +$20K +310 +3%
AFM
108
Abbot Financial Management
Massachusetts
$628K +$116K +1,802 +22%
BCM
109
Barometer Capital Management
Ontario, Canada
$627K +$322K +5,000 +100%
VWA
110
Visionary Wealth Advisors
Illinois
$588K -$48.5K -753 -7%
William Blair & Company
111
William Blair & Company
Illinois
$575K
PCA
112
Pallas Capital Advisors
Massachusetts
$572K -$9.79K -152 -2%
Prudential Financial
113
Prudential Financial
New Jersey
$566K +$34.6K +537 +7%
EFS
114
Essex Financial Services
Connecticut
$545K -$14.4K -223 -3%
CWM
115
Cornerstone Wealth Management
Missouri
$541K +$19.3K +300 +4%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$528K +$12.9K +200 +2%
WCM
117
Wealthcare Capital Management
Virginia
$525K +$62.7K +973 +13%
PIA
118
Pinion Investment Advisors
Kansas
$508K +$1.68K +26 +0.3%
ACM
119
AlphaStar Capital Management
North Carolina
$495K +$493K +7,647 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$472K +$79.8K +1,239 +20%
CCM
121
Check Capital Management
California
$464K
SWP
122
Stratos Wealth Partners
Ohio
$453K
BPA
123
Beacon Pointe Advisors
California
$452K +$465K +7,211 New
DC
124
Davenport & Co
Virginia
$451K +$464K +7,193 New
OIA
125
OneDigital Investment Advisors
Kansas
$439K +$25.5K +395 +6%

XT Hedge Fund Activity: Q3 2021 in Review

225 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2021, worth a combined $2.74B — up 0.46% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XT positions and 8 closed out — a net gain of 18 holders — while 90 added to existing stakes and 55 trimmed.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $14.9M. The largest seller was Brinker Capital Investments, cutting an estimated $18.7M.

  • 225 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2021, up from 210 in Q2 2021.
  • Funds reported $2.74B of iShares Future Exponential Technologies ETF stock for Q3 2021, up 0.46% quarter-over-quarter.
  • 26 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $14.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.