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iShares Future Exponential Technologies ETF
XT

239 hedge funds and large institutions have $2.57B invested in iShares Future Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.94% more ownership

Funds ownership: 70.95% → 90.89% (+20%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

4% less funds holding

Funds holding: 250 → 239 (-11)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

15% less capital invested

Capital invested by funds: $3.01B → $2.57B (-$444M)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
239
Holders Change
-11
Holders Change %
-4.4%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$819M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$107M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$6.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.23M
5
Jane Street
Jane Street
New York
+$3.76M

Top Sellers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
-$81.4M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$39.3M
3
CF
Corrigan Financial
Rhode Island
-$18.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$16.9M
5
BCM
Brookstone Capital Management
Illinois
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$510K +$647 +11 +0.1%
PIA
127
Pinion Investment Advisors
Kansas
$501K – – –
FFN
128
Focus Financial Network
Minnesota
$499K -$1.49M -25,366 -75%
CCM
129
Check Capital Management
California
$496K +$58.8K +1,000 +14%
CWM
130
Cornerstone Wealth Management
Missouri
$478K -$1.18K -20 -0.2%
PCA
131
Pallas Capital Advisors
Massachusetts
$455K – – –
Creative Planning
132
Creative Planning
Kansas
$438K +$102K +1,736 +31%
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$428K +$267K +4,545 +168%
CW
134
CreativeOne Wealth
Kansas
$420K +$4.88K +83 +1%
AP
135
Americana Partners
Texas
$418K +$417K +7,085 New
OIA
136
OneDigital Investment Advisors
Kansas
$417K -$5.29K -90 -1%
BPA
137
Beacon Pointe Advisors
California
$409K -$25.9K -440 -6%
EW
138
Emerson Wealth
Michigan
$379K – – –
AWM
139
AE Wealth Management
Kansas
$366K +$1.41K +24 +0.4%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$354K – – –
RJT
141
Raymond James Trust
Florida
$354K – – –
LA
142
Latitude Advisors
Florida
$345K +$72K +1,225 +26%
WGCA
143
Wolf Group Capital Advisors
Virginia
$324K -$735K -12,510 -70%
EH
144
Equitable Holdings
New York
$320K +$6.94K +118 +2%
Deutsche Bank
145
Deutsche Bank
Germany
$314K – – –
Wealthfront Advisers
146
Wealthfront Advisers
California
$304K +$303K +5,147 New
LA
147
Lifeworks Advisors
Michigan
$303K +$302K +5,136 New
AFA
148
American Financial Advisors
Georgia
$296K – – –
FAIM
149
Financial Advocates Investment Management
Washington
$290K -$8.99K -153 -3%
AAS
150
Avantax Advisory Services
Texas
$286K +$28.9K +491 +11%
4 5
6
7 8

XT Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2022, worth a combined $2.57B — down 15% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of XT and 24 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $819M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $81.4M.

  • 239 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2022, down from 250 in Q4 2021.
  • Funds reported $2.57B of iShares Future Exponential Technologies ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2022 and 32 closed out, a net change of -8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $819M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2022.