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iShares Future Exponential Technologies ETF

209 hedge funds and large institutions have $2.43B invested in iShares Future Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 35

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 184209 (+25)

5% more capital invested

Capital invested by funds: $2.31B → $2.43B (+$126M)

0.32% less ownership

Funds ownership: 74.31%73.99% (-0.32%)

Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$201K +$201K +3,385 New
Simplex Trading
152
Simplex Trading
Illinois
$176K +$165K +2,774 +1,360%
GRP
153
Global Retirement Partners
California
$173K -$19.7K -332 -10%
EIP
154
Ellis Investment Partners
Pennsylvania
$171K
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$158K
MWM
156
Mascoma Wealth Management
New Hampshire
$151K +$152K +2,556 New
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$130K +$119 +2 +0.1%
VFA
158
Valeo Financial Advisors
Indiana
$79K +$38.6K +650 +95%
FPS
159
Fieldpoint Private Securities
Connecticut
$76K
CFGS
160
Concourse Financial Group Securities
Alabama
$73K
HFM
161
Hartford Financial Management
Connecticut
$69K
PP
162
Pacifica Partners
Canada
$67K +$65.4K +1,100 New
TWM
163
Tradition Wealth Management
Minnesota
$66K
COCM
164
Charter Oak Capital Management
New Hampshire
$63K
BFC
165
Bedel Financial Consulting
Indiana
$62K +$62.7K +1,055 New
SSB
166
Sandy Spring Bank
Maryland
$61K
GT
167
Glenmede Trust
Pennsylvania
$59K
GWM
168
Geneos Wealth Management
Colorado
$56K
CIAS
169
Capital Investment Advisory Services
North Carolina
$50K
VC
170
Vestor Capital
Illinois
$49K
LTI
171
Laffer Tengler Investments
Tennessee
$48K +$48.2K +810 New
CCM
172
Covington Capital Management
California
$43K
Citigroup
173
Citigroup
New York
$41K +$297 +5 +0.7%
NFSG
174
Newbridge Financial Services Group
Florida
$38K
WOC
175
West Oak Capital
California
$38K

XT Hedge Fund Activity: Q1 2021 in Review

209 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2021, worth a combined $2.43B — up 5.5% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XT positions and 11 closed out — a net gain of 27 holders — while 88 added to existing stakes and 35 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $40.5M. The largest seller was Financial Engines Advisors, cutting an estimated $62M.

  • 209 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $2.43B of iShares Future Exponential Technologies ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2021 and 11 closed out, a net change of +27 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2021 was HBK Sorce Advisory, an estimated $40.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.