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iShares Future Exponential Technologies ETF

244 hedge funds and large institutions have $2.54B invested in iShares Future Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0.38% more ownership

Funds ownership: 74.54%74.92% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $2.58B → $2.54B (-$38.5M)

1% less funds holding

Funds holding: 247244 (-3)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 99

Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
101
Interactive Financial Advisors
Illinois
$630K +$7.96K +137 +1%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$628K
BBVA
103
Banco Bilbao Vizcaya Argentaria
Spain
$607K +$230K +3,957 +62%
EWA
104
Evolution Wealth Advisors
Florida
$606K
HSA
105
HBK Sorce Advisory
Pennsylvania
$604K -$45.9K -791 -7%
CNWM
106
Clay Northam Wealth Management
California
$602K -$17.4K -299 -3%
Wealthfront Advisers
107
Wealthfront Advisers
California
$568K -$81.1K -1,396 -13%
WBCM
108
Wilson & Boucher Capital Management
California
$566K
WAM
109
WNY Asset Management
New York
$561K -$20.3K -350 -4%
AIA
110
Ally Invest Advisors
North Carolina
$557K +$82.6K +1,422 +18%
William Blair & Company
111
William Blair & Company
Illinois
$542K +$9.35K +161 +2%
PIMG
112
Patriot Investment Management Group
Tennessee
$539K
HWM
113
HB Wealth Management
Georgia
$537K
Renaissance Technologies
114
Renaissance Technologies
New York
$529K -$285K -4,900 -35%
AWM
115
Apollon Wealth Management
South Carolina
$524K -$581 -10 -0.1%
CI
116
CX Institutional
Indiana
$523K -$190K -3,266 -27%
MG
117
Mather Group
Illinois
$522K +$309K +5,326 +155%
EWA
118
Exencial Wealth Advisors
Oklahoma
$515K -$5.23K -90 -1%
Creative Planning
119
Creative Planning
Kansas
$497K +$79.1K +1,361 +19%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$486K +$4.94K +85 +1%
MIM
121
Moseley Investment Management
Florida
$485K +$65.6K +1,130 +16%
EFS
122
Essex Financial Services
Connecticut
$484K -$6.85K -118 -1%
SSB
123
Sandy Spring Bank
Maryland
$480K -$755 -13 -0.2%
FPGK
124
Financial Partners Group (Kansas)
Kansas
$479K -$67.2K -1,157 -12%
CKAIS
125
Christensen King & Associates Investment Services
Washington
$467K +$17.9K +309 +4%

XT Hedge Fund Activity: Q2 2024 in Review

244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2024, worth a combined $2.54B — down 1.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 99 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $5.9M.

  • 244 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $2.54B of iShares Future Exponential Technologies ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2024 and 15 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $35.3M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2024 was Wells Fargo, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2024.