We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

247 hedge funds and large institutions have $2.58B invested in iShares Future Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

821% more call options, than puts

Call options by funds: $608K | Put options by funds: $66K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 245247 (+2)

0.19% less ownership

Funds ownership: 74.73%74.54% (-0.19%)

2% less capital invested

Capital invested by funds: $2.62B → $2.58B (-$40.6M)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 92

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
126
Essex Financial Services
Connecticut
$518K -$5.05K -86 -1%
HF
127
HRT Financial
New York
$518K +$305K +5,201 +149%
OMC
128
Old Mission Capital
Illinois
$502K +$494K +8,414 New
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$488K +$4.4K +75 +0.9%
SSB
130
Sandy Spring Bank
Maryland
$487K +$134K +2,288 +39%
AIA
131
Ally Invest Advisors
North Carolina
$480K +$134K +2,287 +40%
CKAIS
132
Christensen King & Associates Investment Services
Washington
$454K -$4.05K -69 -0.9%
AFWM
133
Abich Financial Wealth Management
Virginia
$446K +$418K +7,114 +1,944%
BPA
134
Beacon Pointe Advisors
California
$438K +$153K +2,611 +55%
ICG
135
InterOcean Capital Group
Tennessee
$430K -$1.7K -29 -0.4%
MIM
136
Moseley Investment Management
Florida
$424K +$99.1K +1,688 +31%
Creative Planning
137
Creative Planning
Kansas
$423K +$13.3K +227 +3%
AWM
138
AE Wealth Management
Kansas
$422K -$180K -3,066 -30%
UCFA
139
United Capital Financial Advisors
Texas
$413K +$11.7K +200 +3%
Comerica Bank
140
Comerica Bank
Texas
$401K +$5.93K +101 +2%
FFN
141
Focus Financial Network
Minnesota
$383K -$1.74M -29,589 -81%
VWM
142
Venturi Wealth Management
Texas
$378K
OIA
143
OneDigital Investment Advisors
Kansas
$377K
BBVA
144
Banco Bilbao Vizcaya Argentaria
Spain
$375K -$2.16M -36,711 -85%
HKIMG
145
Hutchens & Kramer Investment Management Group
Indiana
$349K -$176 -3 -0.1%
KWM
146
KFG Wealth Management
Indiana
$348K +$42.3K +721 +14%
GVAG
147
Great Valley Advisor Group
Delaware
$342K
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$329K +$64.5K +1,098 +25%
HI
149
Harbour Investments
Wisconsin
$321K -$18.1K -309 -5%
TCM
150
TD Capital Management
Tennessee
$318K -$290K -4,932 -48%

XT Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2024, worth a combined $2.58B — down 1.6% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 19 closed out — a net gain of 4 holders — while 65 added to existing stakes and 92 trimmed.

The largest buyer was UBS Group, adding an estimated $16M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 247 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $2.58B of iShares Future Exponential Technologies ETF stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2024 and 19 closed out, a net change of +4 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2024 was UBS Group, an estimated $16M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2024.