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iShares Future Exponential Technologies ETF

239 hedge funds and large institutions have $2.57B invested in iShares Future Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.94% more ownership

Funds ownership: 70.95%90.89% (+20%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

4% less funds holding

Funds holding: 250239 (-11)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less capital invested

Capital invested by funds: $3.01B → $2.57B (-$444M)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
239
Holders Change
-11
Holders Change %
-4.4%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
101
Personal Capital Advisors
California
$742K -$48.6K -827 -6%
HWM
102
HB Wealth Management
Georgia
$737K
FA
103
FDx Advisors
Illinois
$710K -$6.26M -106,553 -90%
FPGK
104
Financial Partners Group (Kansas)
Kansas
$705K -$59.5K -1,012 -8%
VWA
105
Visionary Wealth Advisors
Illinois
$699K +$67.8K +1,153 +11%
MOS
106
MGO One Seven
Ohio
$699K +$696K +11,834 New
PIMG
107
Patriot Investment Management Group
Tennessee
$686K +$6.58K +112 +1%
EFS
108
Essex Financial Services
Connecticut
$680K +$12.1K +205 +2%
NCM
109
New Capital Management
Texas
$668K
CNWM
110
Clay Northam Wealth Management
California
$666K -$351K -5,968 -35%
WBCM
111
Wilson & Boucher Capital Management
California
$664K -$17.6K -300 -3%
UBV
112
United Bank (Virginia)
Virginia
$664K
VA
113
Valmark Advisers
Ohio
$654K +$399K +6,790 +159%
TPA
114
Trivium Point Advisory
Connecticut
$653K -$1.41K -24 -0.2%
VWM
115
Venturi Wealth Management
Texas
$627K -$137K -2,329 -18%
AFM
116
Abbot Financial Management
Massachusetts
$624K +$35.1K +597 +6%
HKIMG
117
Hutchens & Kramer Investment Management Group
Indiana
$604K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$595K +$150K +2,557 +34%
WCM
119
Wealthcare Capital Management
Virginia
$589K +$73.3K +1,246 +14%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$586K +$275K +4,683 +89%
AMBIA
121
Allen Mooney & Barnes Investment Advisors
Georgia
$571K +$569K +9,676 New
PCIA
122
Prime Capital Investment Advisors
Kansas
$552K
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$544K +$23.6K +402 +5%
William Blair & Company
124
William Blair & Company
Illinois
$529K
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$527K -$209K -3,563 -29%

XT Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2022, worth a combined $2.57B — down 15% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of XT and 24 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $819M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $81.4M.

  • 239 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2022, down from 250 in Q4 2021.
  • Funds reported $2.57B of iShares Future Exponential Technologies ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2022 and 32 closed out, a net change of -8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $819M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2022.