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iShares Future Exponential Technologies ETF

247 hedge funds and large institutions have $2.58B invested in iShares Future Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

821% more call options, than puts

Call options by funds: $608K | Put options by funds: $66K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 245247 (+2)

0.19% less ownership

Funds ownership: 74.73%74.54% (-0.19%)

2% less capital invested

Capital invested by funds: $2.62B → $2.58B (-$40.6M)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 92

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
101
Cetera Advisor Networks
California
$715K +$213K +3,628 +43%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$714K -$144K -2,449 -17%
VWA
103
VERITY Wealth Advisors
United States
$702K +$382K +6,512 +124%
DWM
104
Destination Wealth Management
California
$671K -$202K -3,443 -23%
HSA
105
HBK Sorce Advisory
Pennsylvania
$660K -$141K -2,408 -18%
Wealthfront Advisers
106
Wealthfront Advisers
California
$659K +$63.4K +1,080 +11%
Goldman Sachs
107
Goldman Sachs
New York
$647K -$30.2K -515 -5%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$647K
MCWS
109
McKinley Carter Wealth Services
West Virginia
$636K +$211K +3,600 +51%
IFA
110
Interactive Financial Advisors
Illinois
$630K -$618K -10,534 -50%
CNWM
111
Clay Northam Wealth Management
California
$628K
MA
112
MONECO Advisors
Connecticut
$620K +$190K +3,231 +45%
EWA
113
Evolution Wealth Advisors
Florida
$614K
WAM
114
WNY Asset Management
New York
$589K
WBCM
115
Wilson & Boucher Capital Management
California
$574K -$54.3K -925 -9%
CPC
116
Consolidated Planning Corp
Georgia
$564K -$693K -11,802 -56%
FPGK
117
Financial Partners Group (Kansas)
Kansas
$555K +$9.34K +159 +2%
BSW
118
Buckingham Strategic Wealth
Missouri
$550K -$427K -7,273 -44%
PIMG
119
Patriot Investment Management Group
Tennessee
$546K
HWM
120
HB Wealth Management
Georgia
$544K
William Blair & Company
121
William Blair & Company
Illinois
$540K
AWM
122
Apollon Wealth Management
South Carolina
$532K +$248K +4,224 +90%
EWA
123
Exencial Wealth Advisors
Oklahoma
$527K -$59.7K -1,017 -10%
EWA
124
EP Wealth Advisors
California
$526K -$51.3K -873 -9%
SWP
125
Stratos Wealth Partners
Ohio
$519K -$92.2K -1,570 -15%

XT Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2024, worth a combined $2.58B — down 1.6% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 19 closed out — a net gain of 4 holders — while 65 added to existing stakes and 92 trimmed.

The largest buyer was UBS Group, adding an estimated $16M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 247 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $2.58B of iShares Future Exponential Technologies ETF stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2024 and 19 closed out, a net change of +4 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2024 was UBS Group, an estimated $16M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2024.