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iShares Future Exponential Technologies ETF

234 hedge funds and large institutions have $2.63B invested in iShares Future Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.54B → $2.63B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.18% less ownership

Funds ownership: 74.92%74.74% (-0.18%)

4% less funds holding

Funds holding: 244234 (-10)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
55
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
126
Venturi Wealth Management
Texas
$377K -$8.81K -150 -2%
FFN
127
Focus Financial Network
Minnesota
$377K -$31K -528 -8%
OIA
128
OneDigital Investment Advisors
Kansas
$357K -$36.6K -623 -10%
Comerica Bank
129
Comerica Bank
Texas
$351K -$17.4K -297 -5%
UCFA
130
United Capital Financial Advisors
Texas
$348K
AWM
131
Accurate Wealth Management
Florida
$346K +$1.82K +31 +0.5%
KWM
132
KFG Wealth Management
Indiana
$346K -$17K -290 -5%
SP
133
Symmetry Partners
Connecticut
$346K +$333K +5,680 New
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$339K
SWP
135
Stratos Wealth Partners
Ohio
$337K +$67K +1,142 +26%
HKIMG
136
Hutchens & Kramer Investment Management Group
Indiana
$336K -$15.7K -267 -5%
HI
137
Harbour Investments
Wisconsin
$323K -$4.46K -76 -1%
CT
138
Coastline Trust
Rhode Island
$321K +$310K +5,280 New
Goldman Sachs
139
Goldman Sachs
New York
$319K -$56.6K -964 -16%
NA
140
NewEdge Advisors
Louisiana
$312K +$26.4K +450 +10%
Stifel Financial
141
Stifel Financial
Missouri
$310K +$40K +682 +15%
FCMA
142
Foresight Capital Management Advisors
Michigan
$306K +$38K +648 +15%
VCM
143
Vivaldi Capital Management
Illinois
$302K -$14.7K -250 -5%
SA
144
Sanctuary Advisors
Indiana
$300K -$73.3K -1,248 -20%
EL
145
EQ LLC
Washington
$300K +$9.63K +164 +3%
GWSG
146
GPS Wealth Strategies Group
Colorado
$295K +$528 +9 +0.2%
CFG
147
Citizens Financial Group
Rhode Island
$289K
DA
148
Detalus Advisors
Missouri
$289K -$130K -2,213 -32%
CFO
149
Collective Family Office
Pennsylvania
$287K
AFG
150
Atomi Financial Group
New York
$266K -$2.94K -50 -1%

XT Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2024, worth a combined $2.63B — up 3.7% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XT and 15 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.95M.

  • 234 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2024, down from 244 in Q2 2024.
  • Funds reported $2.63B of iShares Future Exponential Technologies ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2024 and 22 closed out, a net change of -7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $24.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2024.