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iShares Future Exponential Technologies ETF

223 hedge funds and large institutions have $2.08B invested in iShares Future Exponential Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $1.89B → $2.08B (+$186M)

4% more funds holding

Funds holding: 215223 (+8)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

16.97% less ownership

Funds ownership: 89.38%72.41% (-17%)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
65
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$204K -$21.4K -448 -9%
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$203K
Baird Financial Group
153
Baird Financial Group
Wisconsin
$201K -$123K -2,575 -38%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$188K +$140K +2,923 +280%
TWM
155
Tradition Wealth Management
Minnesota
$182K +$114K +2,371 +161%
CF
156
Centaurus Financial
California
$171K -$1.2K -25 -0.7%
IA
157
IFP Advisors
Florida
$167K -$37.1K -774 -15%
IGWM
158
ICA Group Wealth Management
Colorado
$159K +$161K +3,363 New
CIAS
159
Capital Investment Advisory Services
North Carolina
$158K +$110K +2,297 +220%
MWM
160
Mascoma Wealth Management
New Hampshire
$106K +$2.97K +62 +3%
AF
161
Advisornet Financial
Minnesota
$104K -$96 -2 -0.1%
JWA
162
JFS Wealth Advisors
Pennsylvania
$94.1K
GRP
163
Global Retirement Partners
California
$87.1K
NA
164
NewEdge Advisors
Louisiana
$86.2K +$87K +1,818 +37%
CS
165
Credit Suisse
Switzerland
$80.5K
AssetMark Inc
166
AssetMark Inc
California
$79.1K +$80K +1,671 New
US Bancorp
167
US Bancorp
Minnesota
$75.5K +$58.6K +1,223 +329%
HFM
168
Hartford Financial Management
Connecticut
$55.3K
AF
169
Allworth Financial
California
$48.7K +$48 +1 +0.1%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$48K +$22.6K +472 +87%
GT
171
Glenmede Trust
Pennsylvania
$47.3K
SWM
172
Spire Wealth Management
Virginia
$47K
RWPA
173
Richard W. Paul & Associates
Michigan
$45.1K +$45.6K +953 New
MIM
174
Macroview Investment Management
Maryland
$42.1K +$42.6K +890 New
AWM
175
Abound Wealth Management
Tennessee
$41.6K

XT Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2022, worth a combined $2.08B — up 9.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XT positions and 20 closed out — a net gain of 11 holders — while 65 added to existing stakes and 80 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $98.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $515M.

  • 223 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2022, up from 215 in Q3 2022.
  • Funds reported $2.08B of iShares Future Exponential Technologies ETF stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 31 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2022 and 20 closed out, a net change of +11 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $98.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2022.