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iShares Future Exponential Technologies ETF

239 hedge funds and large institutions have $2.57B invested in iShares Future Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.94% more ownership

Funds ownership: 70.95%90.89% (+20%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

4% less funds holding

Funds holding: 250239 (-11)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less capital invested

Capital invested by funds: $3.01B → $2.57B (-$444M)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
239
Holders Change
-11
Holders Change %
-4.4%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
151
Collective Family Office
Pennsylvania
$278K
PPWM
152
PFG Private Wealth Management
Florida
$275K
PWM
153
Perigon Wealth Management
California
$273K -$4.17K -71 -2%
MTWM
154
Masso Torrence Wealth Management
New Jersey
$272K -$91.5K -1,557 -25%
MIM
155
Moseley Investment Management
Florida
$268K +$267K +4,542 New
LNC
156
Lincoln National Corp
Pennsylvania
$259K +$257K +4,378 New
BFWA
157
Benchmark Financial Wealth Advisors
Florida
$257K +$2.06K +35 +0.8%
MCC
158
Money Concepts Capital
Florida
$256K -$55.6K -945 -18%
Cerity Partners
159
Cerity Partners
New York
$254K +$253K +4,308 New
MC
160
Moors & Cabot
Massachusetts
$245K -$20K -340 -8%
CAN
161
Claraphi Advisory Network
United States
$242K +$16.5K +280 +7%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$237K +$45.3K +771 +24%
FHA
163
First Horizon Advisors
Tennessee
$235K +$233K +3,966 +30,508%
BPWM
164
Badgley Phelps Wealth Managers
Washington
$231K -$12.6M -213,630 -98%
CG
165
Caprock Group
Idaho
$231K +$230K +3,906 New
BRWA
166
B. Riley Wealth Advisors
Florida
$221K -$20.6K -350 -9%
T
167
TNF
Montana
$220K
SSB
168
Sandy Spring Bank
Maryland
$217K +$153K +2,610 +249%
PPW
169
Pinnacle Private Wealth
Massachusetts
$216K -$40.7K -692 -16%
CF
170
Centaurus Financial
California
$211K +$14.1K +240 +7%
EL
171
EQ LLC
Washington
$210K
CFA
172
Camarda Financial Advisors
Florida
$210K +$209K +3,562 New
MG
173
Mather Group
Illinois
$209K
Baird Financial Group
174
Baird Financial Group
Wisconsin
$205K +$204K +3,471 New
CA
175
Cetera Advisors
Colorado
$200K +$2.06K +35 +1%

XT Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2022, worth a combined $2.57B — down 15% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of XT and 24 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $819M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $81.4M.

  • 239 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2022, down from 250 in Q4 2021.
  • Funds reported $2.57B of iShares Future Exponential Technologies ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2022 and 32 closed out, a net change of -8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $819M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2022.