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iShares Future Exponential Technologies ETF

209 hedge funds and large institutions have $2.43B invested in iShares Future Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 35

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 184209 (+25)

5% more capital invested

Capital invested by funds: $2.31B → $2.43B (+$126M)

0.32% less ownership

Funds ownership: 74.31%73.99% (-0.32%)

Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
126
Moors & Cabot
Massachusetts
$299K +$13.4K +225 +5%
AFA
127
American Financial Advisors
Georgia
$296K
Wolverine Trading
128
Wolverine Trading
Illinois
$296K +$300K +5,041 New
4WM
129
4J Wealth Management
Virginia
$291K -$41.3K -695 -12%
FPGK
130
Financial Partners Group (Kansas)
Kansas
$291K +$3.15K +53 +1%
NA
131
NewEdge Advisors
Louisiana
$289K +$5.71K +96 +2%
PPWM
132
PFG Private Wealth Management
Florida
$286K
SPIA
133
Steward Partners Investment Advisory
New York
$282K -$1.43M -24,051 -83%
Deutsche Bank
134
Deutsche Bank
Germany
$281K +$9.04K +152 +3%
CFO
135
Collective Family Office
Pennsylvania
$279K
FTS
136
Fifth Third Securities
Ohio
$273K -$133K -2,234 -33%
CW
137
CreativeOne Wealth
Kansas
$272K +$273K +4,594 New
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$270K +$272K +4,569 New
AWA
139
Arkadios Wealth Advisors
Georgia
$250K +$56.2K +946 +29%
SFA
140
Stewardship Financial Advisors
Georgia
$238K
AWM
141
AE Wealth Management
Kansas
$231K -$85.5K -1,438 -27%
BFWA
142
Benchmark Financial Wealth Advisors
Florida
$229K +$230K +3,864 New
AAS
143
Avantax Advisory Services
Texas
$226K +$226K +3,802 New
PWM
144
Perigon Wealth Management
California
$226K +$227K +3,814 New
MG
145
Mather Group
Illinois
$220K +$221K +3,713 New
CF
146
Centaurus Financial
California
$219K +$27.1K +455 +14%
Vontobel Holding
147
Vontobel Holding
Switzerland
$219K +$119K +1,993 +117%
RJT
148
Raymond James Trust
Florida
$216K +$217K +3,654 New
EL
149
EQ LLC
Washington
$211K -$27.9K -470 -12%
CA
150
Cetera Advisors
Colorado
$204K +$205K +3,450 New

XT Hedge Fund Activity: Q1 2021 in Review

209 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2021, worth a combined $2.43B — up 5.5% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XT positions and 11 closed out — a net gain of 27 holders — while 88 added to existing stakes and 35 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $40.5M. The largest seller was Financial Engines Advisors, cutting an estimated $62M.

  • 209 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $2.43B of iShares Future Exponential Technologies ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2021 and 11 closed out, a net change of +27 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2021 was HBK Sorce Advisory, an estimated $40.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.