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iShares Future Exponential Technologies ETF

244 hedge funds and large institutions have $2.54B invested in iShares Future Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0.38% more ownership

Funds ownership: 74.54%74.92% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $2.58B → $2.54B (-$38.5M)

1% less funds holding

Funds holding: 247244 (-3)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 99

Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$447K +$139K +2,398 +46%
PCIA
127
Prime Capital Investment Advisors
Kansas
$441K -$1.94M -33,366 -82%
BPA
128
Beacon Pointe Advisors
California
$433K +$349 +6 +0.1%
KWA
129
Kingswood Wealth Advisors
California
$417K +$150K +2,586 +57%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$410K +$405K +6,969 New
DA
131
Detalus Advisors
Missouri
$409K +$404K +6,954 New
FFN
132
Focus Financial Network
Minnesota
$403K -$12.6K -217 -3%
OIA
133
OneDigital Investment Advisors
Kansas
$382K +$10K +173 +3%
VWM
134
Venturi Wealth Management
Texas
$373K
EWA
135
EP Wealth Advisors
California
$366K -$151K -2,606 -30%
Goldman Sachs
136
Goldman Sachs
New York
$365K -$270K -4,655 -43%
Comerica Bank
137
Comerica Bank
Texas
$357K -$38.3K -660 -10%
BSW
138
Buckingham Strategic Wealth
Missouri
$356K -$184K -3,166 -34%
KWM
139
KFG Wealth Management
Indiana
$351K +$7.72K +133 +2%
SA
140
Sanctuary Advisors
Indiana
$349K +$359K +6,178 New
AWM
141
Accurate Wealth Management
Florida
$347K
HKIMG
142
Hutchens & Kramer Investment Management Group
Indiana
$344K
UCFA
143
United Capital Financial Advisors
Texas
$336K -$70.3K -1,210 -17%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$324K
HF
145
HRT Financial
New York
$318K -$190K -3,273 -38%
HI
146
Harbour Investments
Wisconsin
$317K +$290 +5 +0.1%
VCM
147
Vivaldi Capital Management
Illinois
$307K -$3.89K -67 -1%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$306K +$69.8K +1,201 +30%
GWSG
149
GPS Wealth Strategies Group
Colorado
$285K +$281K +4,839 New
Cerity Partners
150
Cerity Partners
New York
$284K +$281K +4,832 New

XT Hedge Fund Activity: Q2 2024 in Review

244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2024, worth a combined $2.54B — down 1.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 99 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $5.9M.

  • 244 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $2.54B of iShares Future Exponential Technologies ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2024 and 15 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $35.3M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2024 was Wells Fargo, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2024.