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iShares Future Exponential Technologies ETF

250 hedge funds and large institutions have $3.01B invested in iShares Future Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

120% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 50

11% more funds holding

Funds holding: 225250 (+25)

10% more capital invested

Capital invested by funds: $2.74B → $3.01B (+$269M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.31% more ownership

Funds ownership: 69.64%70.95% (+1.3%)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
45
Increased
110
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
TriaGen Wealth Management
California
$1.01M +$2.93K +45 +0.3%
AC
102
ASB Consultores
Florida
$993K +$980K +15,036 New
CAN
103
Cetera Advisor Networks
California
$971K +$84.6K +1,298 +10%
CC
104
Courier Capital
New York
$966K +$56.6K +869 +6%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$944K +$118K +1,807 +14%
SFI
106
SPC Financial Inc
Maryland
$930K -$58.8K -902 -6%
PCA
107
Personal Capital Advisors
California
$885K +$38.7K +594 +5%
KWM
108
Kingsview Wealth Management
Oregon
$883K +$94.2K +1,446 +12%
WAM
109
WNY Asset Management
New York
$860K +$10.5K +161 +1%
VWM
110
Venturi Wealth Management
Texas
$855K +$105K +1,612 +14%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$825K -$16.9K -260 -2%
HWM
112
HB Wealth Management
Georgia
$824K +$813K +12,475 New
Renaissance Technologies
113
Renaissance Technologies
New York
$793K +$397K +6,098 +103%
FPGK
114
Financial Partners Group (Kansas)
Kansas
$770K +$505K +7,758 +149%
WBCM
115
Wilson & Boucher Capital Management
California
$763K +$752K +11,546 New
PIMG
116
Patriot Investment Management Group
Tennessee
$761K +$38.8K +595 +5%
NCM
117
New Capital Management
Texas
$747K +$391 +6 +0.1%
EFS
118
Essex Financial Services
Connecticut
$747K +$170K +2,614 +30%
TPA
119
Trivium Point Advisory
Connecticut
$746K +$1.63K +25 +0.2%
UBV
120
United Bank (Virginia)
Virginia
$743K
VWA
121
Visionary Wealth Advisors
Illinois
$706K +$85.4K +1,311 +14%
AFM
122
Abbot Financial Management
Massachusetts
$659K -$3.26K -50 -0.5%
EWA
123
Exencial Wealth Advisors
Oklahoma
$643K +$634K +9,729 New
EIA
124
Eldridge Investment Advisors
New Hampshire
$605K -$94K -1,443 -14%
HKIMG
125
Hutchens & Kramer Investment Management Group
Indiana
$602K +$664K +10,195 New

XT Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2021, worth a combined $3.01B — up 9.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XT positions and 17 closed out — a net gain of 28 holders — while 110 added to existing stakes and 50 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $40.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.8M.

  • 250 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2021, up from 225 in Q3 2021.
  • Funds reported $3.01B of iShares Future Exponential Technologies ETF stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 45 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2021 and 17 closed out, a net change of +28 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $40.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2021.