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iShares Future Exponential Technologies ETF

225 hedge funds and large institutions have $2.74B invested in iShares Future Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 55

7% more funds holding

Funds holding: 210225 (+15)

0% more capital invested

Capital invested by funds: $2.73B → $2.74B (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.06% less ownership

Funds ownership: 71.7%69.64% (-2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
151
Moors & Cabot
Massachusetts
$280K -$44.5K -690 -13%
KM
152
Kalos Management
Georgia
$276K -$31.6K -490 -10%
BRWA
153
B. Riley Wealth Advisors
Florida
$268K -$167K -2,592 -38%
T
154
TNF
Montana
$263K +$263K +4,089 New
SWA
155
Stratos Wealth Advisors
Ohio
$257K +$263K +4,089 New
BFWA
156
Benchmark Financial Wealth Advisors
Florida
$246K
AAS
157
Avantax Advisory Services
Texas
$245K +$2.58K +40 +1%
CAN
158
Claraphi Advisory Network
United States
$235K +$241K +3,743 New
MG
159
Mather Group
Illinois
$226K
VA
160
Valmark Advisers
Ohio
$226K +$232K +3,599 New
EL
161
EQ LLC
Washington
$223K
FIA
162
Foundations Investment Advisors
Arizona
$219K +$4.64K +72 +2%
CF
163
Centaurus Financial
California
$205K -$32.2K -500 -13%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$205K -$13.1K -203 -6%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$204K +$210K +3,258 New
JFGLC
166
Johnson Financial Group LLC (Colorado)
Colorado
$202K
GRP
167
Global Retirement Partners
California
$195K +$6.44K +100 +3%
Vontobel Holding
168
Vontobel Holding
Switzerland
$188K -$44.7K -693 -19%
EIP
169
Ellis Investment Partners
Pennsylvania
$181K
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$170K +$2.32K +36 +1%
MWM
171
Mascoma Wealth Management
New Hampshire
$150K +$155K +2,398 New
APA
172
American Portfolios Advisors
New York
$127K +$32.9K +511 +34%
JWA
173
JFS Wealth Advisors
Pennsylvania
$125K +$128K +1,987 New
FPS
174
Fieldpoint Private Securities
Connecticut
$80K
CFGS
175
Concourse Financial Group Securities
Alabama
$77K

XT Hedge Fund Activity: Q3 2021 in Review

225 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2021, worth a combined $2.74B — up 0.46% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XT positions and 8 closed out — a net gain of 18 holders — while 90 added to existing stakes and 55 trimmed.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $14.9M. The largest seller was Brinker Capital Investments, cutting an estimated $18.7M.

  • 225 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2021, up from 210 in Q2 2021.
  • Funds reported $2.74B of iShares Future Exponential Technologies ETF stock for Q3 2021, up 0.46% quarter-over-quarter.
  • 26 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $14.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.