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iShares Future Exponential Technologies ETF

222 hedge funds and large institutions have $2.06B invested in iShares Future Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 239222 (-17)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less capital invested

Capital invested by funds: $2.57B → $2.06B (-$500M)

19.92% less ownership

Funds ownership: 90.89%70.97% (-20%)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
151
VERITY Wealth Advisors
United States
$216K +$234K +4,513 New
UCFA
152
United Capital Financial Advisors
Texas
$207K +$224K +4,325 New
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$206K -$153K -2,954 -41%
T
154
TNF
Montana
$206K
CAN
155
Claraphi Advisory Network
United States
$206K +$10.1K +194 +5%
BFWA
156
Benchmark Financial Wealth Advisors
Florida
$204K -$4.93K -95 -2%
RFC
157
Regions Financial Corp
Alabama
$203K +$220K +4,238 New
MCC
158
Money Concepts Capital
Florida
$188K -$23.1K -445 -10%
IA
159
IFP Advisors
Florida
$188K
CF
160
Centaurus Financial
California
$185K +$14.8K +286 +8%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$165K -$344K -6,630 -66%
AF
162
Advisornet Financial
Minnesota
$153K +$104K +2,010 +170%
TRCT
163
Tower Research Capital (TRC)
New York
$153K +$143K +2,748 +608%
EIP
164
Ellis Investment Partners
Pennsylvania
$138K +$52 +1 +0%
MWM
165
Mascoma Wealth Management
New Hampshire
$104K -$15.5K -298 -12%
JWA
166
JFS Wealth Advisors
Pennsylvania
$95K
GRP
167
Global Retirement Partners
California
$88K +$52 +1 +0.1%
CS
168
Credit Suisse
Switzerland
$81K +$88.2K +1,700 New
MA
169
MUFG Americas
New York
$76K
TWM
170
Tradition Wealth Management
Minnesota
$73K +$20.8K +401 +36%
COCM
171
Charter Oak Capital Management
New Hampshire
$68K
FPS
172
Fieldpoint Private Securities
Connecticut
$61K
SWM
173
SeaCrest Wealth Management
New York
$58K +$62.3K +1,200 New
HFM
174
Hartford Financial Management
Connecticut
$56K
APA
175
American Portfolios Advisors
New York
$51.7K -$12.5K -241 -18%

XT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2022, worth a combined $2.06B — down 20% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of XT and 24 opened new positions — a net loss of 17 holders — while 86 trimmed existing stakes and 58 added.

The largest buyer was Financial Engines Advisors, adding an estimated $42.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $723M.

  • 222 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2022, down from 239 in Q1 2022.
  • Funds reported $2.06B of iShares Future Exponential Technologies ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2022 and 41 closed out, a net change of -17 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $42.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $723M sold.

Based on aggregated 13F filings for Q2 2022.