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iShares Future Exponential Technologies ETF

222 hedge funds and large institutions have $2.06B invested in iShares Future Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 239222 (-17)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less capital invested

Capital invested by funds: $2.57B → $2.06B (-$500M)

19.92% less ownership

Funds ownership: 90.89%70.97% (-20%)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
126
OneDigital Investment Advisors
Kansas
$328K -$11.8K -227 -3%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$318K +$164K +3,160 +91%
SWM
128
Spire Wealth Management
Virginia
$307K -$382K -7,358 -53%
TCWM
129
Total Clarity Wealth Management
Illinois
$288K +$311K +5,999 New
AWM
130
Accurate Wealth Management
Florida
$286K +$298K +5,740 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$283K -$5.55K -107 -2%
SG
132
StoneX Group
New York
$271K +$294K +5,657 New
RJT
133
Raymond James Trust
Florida
$269K -$19.7K -380 -6%
WGCA
134
Wolf Group Capital Advisors
Virginia
$263K
AWS
135
Atria Wealth Solutions
New York
$263K +$285K +5,484 New
EH
136
Equitable Holdings
New York
$256K -$3.79K -73 -1%
Deutsche Bank
137
Deutsche Bank
Germany
$255K
AFA
138
American Financial Advisors
Georgia
$241K +$727 +14 +0.3%
FAIM
139
Financial Advocates Investment Management
Washington
$235K +$363 +7 +0.1%
NA
140
NewEdge Advisors
Louisiana
$234K +$254K +4,890 New
AAS
141
Ameritas Advisory Services
Nebraska
$231K -$2.12M -40,770 -89%
AAS
142
Avantax Advisory Services
Texas
$231K -$156 -3 -0.1%
SSB
143
Sandy Spring Bank
Maryland
$227K +$56.4K +1,086 +30%
CFO
144
Collective Family Office
Pennsylvania
$226K
PPWM
145
PFG Private Wealth Management
Florida
$223K
PPW
146
Pinnacle Private Wealth
Massachusetts
$223K +$51.9K +1,000 +27%
LA
147
Lifeworks Advisors
Michigan
$222K -$26K -500 -10%
PWM
148
Perigon Wealth Management
California
$222K
LNC
149
Lincoln National Corp
Pennsylvania
$219K +$9.76K +188 +4%
MTWM
150
Masso Torrence Wealth Management
New Jersey
$217K -$4.1K -79 -2%

XT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2022, worth a combined $2.06B — down 20% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of XT and 24 opened new positions — a net loss of 17 holders — while 86 trimmed existing stakes and 58 added.

The largest buyer was Financial Engines Advisors, adding an estimated $42.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $723M.

  • 222 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2022, down from 239 in Q1 2022.
  • Funds reported $2.06B of iShares Future Exponential Technologies ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2022 and 41 closed out, a net change of -17 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $42.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $723M sold.

Based on aggregated 13F filings for Q2 2022.