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iShares Future Exponential Technologies ETF

250 hedge funds and large institutions have $3.01B invested in iShares Future Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

120% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 50

11% more funds holding

Funds holding: 225250 (+25)

10% more capital invested

Capital invested by funds: $2.74B → $3.01B (+$269M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.31% more ownership

Funds ownership: 69.64%70.95% (+1.3%)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
45
Increased
110
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$592K -$12.8K -197 -2%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$582K +$142K +2,187 +33%
WCM
128
Wealthcare Capital Management
Virginia
$577K +$23.1K +354 +4%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$570K +$14.3K +220 +3%
MFG
130
Mission Financial Group
Nevada
$569K +$531K +8,158 New
PIA
131
Pinion Investment Advisors
Kansas
$561K +$25.8K +396 +5%
PCIA
132
Prime Capital Investment Advisors
Kansas
$552K +$544K +8,354 New
CWM
133
Cornerstone Wealth Management
Missouri
$538K -$33K -507 -6%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$497K +$130 +2 +0%
CCM
135
Check Capital Management
California
$489K
BPA
136
Beacon Pointe Advisors
California
$487K +$10.4K +159 +2%
SWP
137
Stratos Wealth Partners
Ohio
$480K +$3.58K +55 +0.8%
PCA
138
Pallas Capital Advisors
Massachusetts
$478K -$31.7K -487 -6%
OIA
139
OneDigital Investment Advisors
Kansas
$472K +$9.71K +149 +2%
CW
140
CreativeOne Wealth
Kansas
$465K +$148K +2,266 +47%
SWA
141
Stratos Wealth Advisors
Ohio
$455K +$183K +2,802 +69%
EW
142
Emerson Wealth
Michigan
$424K +$130 +2 +0%
AWM
143
AE Wealth Management
Kansas
$408K +$110K +1,693 +38%
MTWM
144
Masso Torrence Wealth Management
New Jersey
$407K +$401K +6,161 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$398K +$14.9K +229 +4%
RJT
146
Raymond James Trust
Florida
$396K
IA
147
IFP Advisors
Florida
$378K -$51.8K -795 -12%
Creative Planning
148
Creative Planning
Kansas
$376K -$42.1K -647 -10%
Deutsche Bank
149
Deutsche Bank
Germany
$351K
EH
150
Equitable Holdings
New York
$350K +$24.9K +382 +8%

XT Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2021, worth a combined $3.01B — up 9.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XT positions and 17 closed out — a net gain of 28 holders — while 110 added to existing stakes and 50 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $40.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.8M.

  • 250 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2021, up from 225 in Q3 2021.
  • Funds reported $3.01B of iShares Future Exponential Technologies ETF stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 45 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2021 and 17 closed out, a net change of +28 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $40.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2021.