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iShares Future Exponential Technologies ETF

223 hedge funds and large institutions have $2.08B invested in iShares Future Exponential Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $1.89B → $2.08B (+$186M)

4% more funds holding

Funds holding: 215223 (+8)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

16.97% less ownership

Funds ownership: 89.38%72.41% (-17%)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
65
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
HB Wealth Management
Georgia
$515K +$25.6K +535 +5%
WBCM
102
Wilson & Boucher Capital Management
California
$509K
CNWM
103
Clay Northam Wealth Management
California
$499K
AFM
104
Abbot Financial Management
Massachusetts
$494K +$239 +5 +0%
EWA
105
Evolution Wealth Advisors
Florida
$488K +$493K +10,305 New
WAM
106
WNY Asset Management
New York
$488K
EFS
107
Essex Financial Services
Connecticut
$484K -$49K -1,024 -9%
ICG
108
InterOcean Capital Group
Tennessee
$480K +$58.8K +1,228 +14%
VWM
109
Venturi Wealth Management
Texas
$480K +$20.9K +436 +4%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$464K +$239 +5 +0.1%
IFA
111
Interactive Financial Advisors
Illinois
$464K +$469K +9,801 New
SWP
112
Stratos Wealth Partners
Ohio
$438K -$163K -3,415 -27%
William Blair & Company
113
William Blair & Company
Illinois
$429K -$22.3K -465 -5%
AWM
114
AE Wealth Management
Kansas
$425K -$40.3K -842 -9%
CWM
115
Catalyst Wealth Management
Georgia
$413K +$418K +8,726 New
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$399K +$404K +8,438 New
CCM
117
Check Capital Management
California
$398K
LNC
118
Lincoln National Corp
Pennsylvania
$396K +$180K +3,760 +82%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394K
FFN
120
Focus Financial Network
Minnesota
$367K -$5.17K -108 -1%
OIA
121
OneDigital Investment Advisors
Kansas
$324K +$527 +11 +0.2%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$316K -$3.54K -74 -1%
HKIMG
123
Hutchens & Kramer Investment Management Group
Indiana
$311K -$132K -2,756 -30%
HHRDM
124
H&H Retirement Design & Management
Nevada
$310K -$111K -2,313 -28%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$303K +$6.51K +136 +2%

XT Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2022, worth a combined $2.08B — up 9.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XT positions and 20 closed out — a net gain of 11 holders — while 65 added to existing stakes and 80 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $98.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $515M.

  • 223 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2022, up from 215 in Q3 2022.
  • Funds reported $2.08B of iShares Future Exponential Technologies ETF stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 31 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2022 and 20 closed out, a net change of +11 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $98.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2022.