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iShares Future Exponential Technologies ETF

212 hedge funds and large institutions have $2.26B invested in iShares Future Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.08B → $2.26B (+$183M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.92% less ownership

Funds ownership: 72.41%71.49% (-0.92%)

5% less funds holding

Funds holding: 223212 (-11)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

40% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 87

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
126
Silver Oak Securities
Tennessee
$312K +$305K +5,927 New
SSB
127
Sandy Spring Bank
Maryland
$310K
AWM
128
Accurate Wealth Management
Florida
$299K +$3.08K +60 +1%
Wealthfront Advisers
129
Wealthfront Advisers
California
$298K -$25.9K -504 -8%
FTUS
130
Flow Traders U.S.
New York
$293K +$286K +5,560 New
HI
131
Harbour Investments
Wisconsin
$293K -$31.7K -616 -10%
VWA
132
VERITY Wealth Advisors
United States
$290K
Deutsche Bank
133
Deutsche Bank
Germany
$280K
Cerity Partners
134
Cerity Partners
New York
$277K
AFA
135
American Financial Advisors
Georgia
$266K
BPA
136
Beacon Pointe Advisors
California
$261K -$46.8K -911 -16%
NA
137
NewEdge Advisors
Louisiana
$258K -$93.3K -1,815 -27%
PCA
138
Pallas Capital Advisors
Massachusetts
$256K
SWP
139
Stratos Wealth Partners
Ohio
$254K -$228K -4,444 -48%
CFO
140
Collective Family Office
Pennsylvania
$248K
PPWM
141
PFG Private Wealth Management
Florida
$246K
EA
142
Ergawealth Advisors
Illinois
$245K -$47.9K -932 -17%
GVAG
143
Great Valley Advisor Group
Delaware
$239K
AFG
144
Atomi Financial Group
New York
$238K +$232K +4,519 New
PA
145
Procyon Advisors
Connecticut
$237K -$22.7K -441 -9%
UCFA
146
United Capital Financial Advisors
Texas
$236K +$2.57K +50 +1%
WGCA
147
Wolf Group Capital Advisors
Virginia
$231K -$56.5K -1,100 -20%
CWM
148
Centurion Wealth Management
Virginia
$230K
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$226K
PWM
150
Perigon Wealth Management
California
$224K -$5.14K -100 -2%

XT Hedge Fund Activity: Q1 2023 in Review

212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2023, worth a combined $2.26B — up 8.8% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XT and 15 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 52 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.6M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $42.5M sold.

  • 212 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2023, down from 223 in Q4 2022.
  • Funds reported $2.26B of iShares Future Exponential Technologies ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2023 and 21 closed out, a net change of -6 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $24.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2023 was Brinker Capital Investments, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2023.