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iShares Future Exponential Technologies ETF

234 hedge funds and large institutions have $2.63B invested in iShares Future Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.54B → $2.63B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.18% less ownership

Funds ownership: 74.92%74.74% (-0.18%)

4% less funds holding

Funds holding: 244234 (-10)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
55
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$615K -$10.3K -176 -2%
IFA
102
Interactive Financial Advisors
Illinois
$605K -$44.9K -764 -7%
William Blair & Company
103
William Blair & Company
Illinois
$589K +$26.8K +457 +5%
WBCM
104
Wilson & Boucher Capital Management
California
$586K
WAM
105
WNY Asset Management
New York
$580K
MWM
106
MGB Wealth Management
Texas
$574K -$229K -3,896 -29%
PIMG
107
Patriot Investment Management Group
Tennessee
$558K
HWM
108
HB Wealth Management
Georgia
$548K -$7.63K -130 -1%
AWM
109
Apollon Wealth Management
South Carolina
$543K
MIM
110
Moseley Investment Management
Florida
$518K +$15.7K +267 +3%
EWA
111
Exencial Wealth Advisors
Oklahoma
$513K -$18.9K -322 -4%
Wealthfront Advisers
112
Wealthfront Advisers
California
$510K -$75.9K -1,293 -13%
EFS
113
Essex Financial Services
Connecticut
$507K -$10.4K -178 -2%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$493K -$9.39K -160 -2%
CI
115
CX Institutional
Indiana
$492K -$47.8K -815 -9%
FPGK
116
Financial Partners Group (Kansas)
Kansas
$490K -$5.64K -96 -1%
SSB
117
Sandy Spring Bank
Maryland
$465K -$30.9K -527 -6%
Creative Planning
118
Creative Planning
Kansas
$464K -$48.6K -827 -10%
CA
119
Cannon Advisors
North Carolina
$451K +$435K +7,404 New
BPA
120
Beacon Pointe Advisors
California
$448K
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$445K -$16.8K -287 -4%
PCIA
122
Prime Capital Investment Advisors
Kansas
$442K -$13.7K -234 -3%
MCWS
123
McKinley Carter Wealth Services
West Virginia
$430K -$211K -3,600 -34%
CKAIS
124
Christensen King & Associates Investment Services
Washington
$427K -$53.6K -913 -12%
EWA
125
EP Wealth Advisors
California
$427K +$46.6K +794 +13%

XT Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2024, worth a combined $2.63B — up 3.7% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XT and 15 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.95M.

  • 234 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2024, down from 244 in Q2 2024.
  • Funds reported $2.63B of iShares Future Exponential Technologies ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2024 and 22 closed out, a net change of -7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $24.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2024.