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iShares Future Exponential Technologies ETF

250 hedge funds and large institutions have $3.01B invested in iShares Future Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

120% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 50

11% more funds holding

Funds holding: 225250 (+25)

10% more capital invested

Capital invested by funds: $2.74B → $3.01B (+$269M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.31% more ownership

Funds ownership: 69.64%70.95% (+1.3%)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
45
Increased
110
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
151
Money Concepts Capital
Florida
$349K +$344K +5,283 New
Prudential Financial
152
Prudential Financial
New Jersey
$348K -$227K -3,478 -40%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$346K +$12.8K +196 +4%
NA
154
NewEdge Advisors
Louisiana
$346K +$27K +415 +9%
BCM
155
Barometer Capital Management
Ontario, Canada
$343K -$314K -4,815 -48%
FAIM
156
Financial Advocates Investment Management
Washington
$334K -$7.62K -117 -2%
AFA
157
American Financial Advisors
Georgia
$331K +$847 +13 +0.3%
AWA
158
Arkadios Wealth Advisors
Georgia
$329K +$17.3K +265 +6%
CFO
159
Collective Family Office
Pennsylvania
$311K
PWM
160
Perigon Wealth Management
California
$310K +$3.65K +56 +1%
PPWM
161
PFG Private Wealth Management
Florida
$308K -$11.4K -175 -4%
LA
162
Latitude Advisors
Florida
$306K +$456 +7 +0.2%
MC
163
Moors & Cabot
Massachusetts
$297K +$326 +5 +0.1%
KM
164
Kalos Management
Georgia
$287K +$11.5K +176 +4%
PPW
165
Pinnacle Private Wealth
Massachusetts
$287K +$283K +4,347 New
BFWA
166
Benchmark Financial Wealth Advisors
Florida
$286K +$26K +399 +10%
AAS
167
Avantax Advisory Services
Texas
$286K +$27.3K +419 +11%
VA
168
Valmark Advisers
Ohio
$283K +$44.3K +680 +19%
BRWA
169
B. Riley Wealth Advisors
Florida
$270K -$12.6K -193 -5%
T
170
TNF
Montana
$257K
CAN
171
Claraphi Advisory Network
United States
$253K +$5.47K +84 +2%
EL
172
EQ LLC
Washington
$235K +$65 +1 +0%
MG
173
Mather Group
Illinois
$234K -$3.58K -55 -2%
SIM
174
Seaview Investment Managers
Florida
$226K -$1.3M -19,965 -85%
SFM
175
Signet Financial Management
New Jersey
$224K +$221K +3,386 New

XT Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2021, worth a combined $3.01B — up 9.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XT positions and 17 closed out — a net gain of 28 holders — while 110 added to existing stakes and 50 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $40.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.8M.

  • 250 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2021, up from 225 in Q3 2021.
  • Funds reported $3.01B of iShares Future Exponential Technologies ETF stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 45 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2021 and 17 closed out, a net change of +28 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $40.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2021.