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iShares Future Exponential Technologies ETF

223 hedge funds and large institutions have $2.08B invested in iShares Future Exponential Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $1.89B → $2.08B (+$186M)

4% more funds holding

Funds holding: 215223 (+8)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

16.97% less ownership

Funds ownership: 89.38%72.41% (-17%)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
65
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$301K -$23.4K -488 -7%
HI
127
Harbour Investments
Wisconsin
$292K -$1.43M -29,856 -83%
Wealthfront Advisers
128
Wealthfront Advisers
California
$292K +$295K +6,162 New
AWM
129
Accurate Wealth Management
Florida
$285K -$192 -4 -0.1%
SSB
130
Sandy Spring Bank
Maryland
$279K -$19.2K -402 -6%
BPA
131
Beacon Pointe Advisors
California
$277K -$19.7K -412 -7%
AR
132
Apeiron RIA
Texas
$270K +$1.82K +38 +0.7%
EA
133
Ergawealth Advisors
Illinois
$264K +$267K +5,581 New
VWA
134
VERITY Wealth Advisors
United States
$261K +$47.5K +992 +22%
WGCA
135
Wolf Group Capital Advisors
Virginia
$259K +$35.9K +750 +16%
PA
136
PFG Advisors
Arizona
$259K -$2.44K -51 -0.9%
BAM
137
Beaumont Asset Management
Texas
$258K -$30.1K -628 -10%
PCA
138
Pallas Capital Advisors
Massachusetts
$257K -$149K -3,113 -38%
Deutsche Bank
139
Deutsche Bank
Germany
$251K
Cerity Partners
140
Cerity Partners
New York
$249K +$252K +5,259 New
AAS
141
Ameritas Advisory Services
Nebraska
$242K -$4.83K -101 -2%
AFA
142
American Financial Advisors
Georgia
$239K +$431 +9 +0.2%
PA
143
Procyon Advisors
Connecticut
$234K -$181K -3,776 -43%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$227K -$46.6K -974 -17%
CFO
145
Collective Family Office
Pennsylvania
$223K
PPWM
146
PFG Private Wealth Management
Florida
$221K
GVAG
147
Great Valley Advisor Group
Delaware
$214K +$217K +4,529 New
UCFA
148
United Capital Financial Advisors
Texas
$210K +$212K +4,427 New
CWM
149
Centurion Wealth Management
Virginia
$207K +$209K +4,369 New
PWM
150
Perigon Wealth Management
California
$206K -$12.8K -267 -6%

XT Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2022, worth a combined $2.08B — up 9.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XT positions and 20 closed out — a net gain of 11 holders — while 65 added to existing stakes and 80 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $98.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $515M.

  • 223 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2022, up from 215 in Q3 2022.
  • Funds reported $2.08B of iShares Future Exponential Technologies ETF stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 31 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2022 and 20 closed out, a net change of +11 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $98.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2022.