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iShares Future Exponential Technologies ETF

222 hedge funds and large institutions have $2.06B invested in iShares Future Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 239222 (-17)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less capital invested

Capital invested by funds: $2.57B → $2.06B (-$500M)

19.92% less ownership

Funds ownership: 90.89%70.97% (-20%)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
101
Wealthcare Capital Management
Virginia
$502K +$26.4K +508 +5%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$502K +$66K +1,271 +14%
AFM
103
Abbot Financial Management
Massachusetts
$499K -$7.42K -143 -1%
HKIMG
104
Hutchens & Kramer Investment Management Group
Indiana
$481K -$11.5K -221 -2%
PA
105
Procyon Advisors
Connecticut
$480K -$3.17M -61,021 -86%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$466K -$10.2K -197 -2%
HWM
107
HB Wealth Management
Georgia
$465K -$144K -2,775 -22%
MOS
108
MGO One Seven
Ohio
$456K -$121K -2,324 -20%
HHRDM
109
H&H Retirement Design & Management
Nevada
$434K -$431K -8,301 -50%
William Blair & Company
110
William Blair & Company
Illinois
$430K
ICG
111
InterOcean Capital Group
Tennessee
$427K +$463K +8,919 New
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$414K +$156 +3 +0%
PCA
113
Pallas Capital Advisors
Massachusetts
$409K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$406K -$23K -444 -5%
CCM
115
Check Capital Management
California
$403K
Renaissance Technologies
116
Renaissance Technologies
New York
$398K +$431K +8,300 New
FFN
117
Focus Financial Network
Minnesota
$396K -$10.1K -195 -2%
TCM
118
TD Capital Management
Tennessee
$379K +$410K +7,905 New
PIA
119
Pinion Investment Advisors
Kansas
$376K -$33.5K -645 -8%
EW
120
Emerson Wealth
Michigan
$370K +$67.6K +1,303 +20%
AWM
121
AE Wealth Management
Kansas
$358K +$66.7K +1,285 +21%
Creative Planning
122
Creative Planning
Kansas
$341K -$16.1K -311 -4%
AP
123
Americana Partners
Texas
$339K
BPA
124
Beacon Pointe Advisors
California
$333K +$934 +18 +0.3%
Citadel Advisors
125
Citadel Advisors
Florida
$329K -$1.21M -23,305 -77%

XT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2022, worth a combined $2.06B — down 20% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of XT and 24 opened new positions — a net loss of 17 holders — while 86 trimmed existing stakes and 58 added.

The largest buyer was Financial Engines Advisors, adding an estimated $42.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $723M.

  • 222 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2022, down from 239 in Q1 2022.
  • Funds reported $2.06B of iShares Future Exponential Technologies ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2022 and 41 closed out, a net change of -17 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $42.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $723M sold.

Based on aggregated 13F filings for Q2 2022.