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iShares Future Exponential Technologies ETF

226 hedge funds and large institutions have $2.32B invested in iShares Future Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

3% more funds holding

Funds holding: 220226 (+6)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less ownership

Funds ownership: 77.68%74.69% (-3%)

10% less capital invested

Capital invested by funds: $2.59B → $2.32B (-$268M)

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
Net Calls
+$1.81M
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
TD Capital Management
Tennessee
$535K +$4.02K +73 +0.7%
EWA
102
EP Wealth Advisors
California
$531K +$513K +9,329 +1,112%
WAM
103
WNY Asset Management
New York
$527K
EWA
104
Exencial Wealth Advisors
Oklahoma
$514K -$38.1K -693 -7%
HWM
105
HB Wealth Management
Georgia
$479K -$24.5K -445 -5%
PIMG
106
Patriot Investment Management Group
Tennessee
$478K -$74.1K -1,346 -13%
EFS
107
Essex Financial Services
Connecticut
$476K -$28.3K -515 -5%
AWS
108
Atria Wealth Solutions
New York
$474K +$18.8K +341 +4%
William Blair & Company
109
William Blair & Company
Illinois
$473K
SWP
110
Stratos Wealth Partners
Ohio
$471K +$168K +3,046 +51%
FPGK
111
Financial Partners Group (Kansas)
Kansas
$470K -$16.2K -295 -3%
ICG
112
InterOcean Capital Group
Tennessee
$454K
CAN
113
Cetera Advisor Networks
California
$449K -$11.6K -211 -2%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$447K -$4.79K -87 -1%
CCM
115
Check Capital Management
California
$439K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$417K +$114K +2,076 +35%
Creative Planning
117
Creative Planning
Kansas
$412K +$57.1K +1,037 +15%
FFN
118
Focus Financial Network
Minnesota
$393K -$1.93K -35 -0.5%
UCFA
119
United Capital Financial Advisors
Texas
$390K +$36.9K +671 +10%
LNC
120
Lincoln National Corp
Pennsylvania
$372K -$1.05K -19 -0.3%
LCM
121
Lunt Capital Management
Utah
$367K +$40.9K +744 +12%
OFS
122
OneAscent Financial Services
Alabama
$366K +$24.1K +437 +7%
VWM
123
Venturi Wealth Management
Texas
$348K -$29.4K -535 -7%
AP
124
Advisors Preferred
Maryland
$347K +$369K +6,712 New
Comerica Bank
125
Comerica Bank
Texas
$346K +$365K +6,629 New

XT Hedge Fund Activity: Q3 2023 in Review

226 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2023, worth a combined $2.32B — down 10% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XT positions and 19 closed out — a net gain of 8 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.8M. The largest seller was Brinker Capital Investments, cutting an estimated $47.2M.

  • 226 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $2.32B of iShares Future Exponential Technologies ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 27 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2023 and 19 closed out, a net change of +8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2023 was LPL Financial, an estimated $10.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2023.