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iShares Future Exponential Technologies ETF

212 hedge funds and large institutions have $2.26B invested in iShares Future Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.08B → $2.26B (+$183M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.92% less ownership

Funds ownership: 72.41%71.49% (-0.92%)

5% less funds holding

Funds holding: 223212 (-11)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

40% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 87

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Tradition Wealth Management
Minnesota
$223K +$19.6K +382 +10%
AIA
152
Ally Invest Advisors
North Carolina
$222K +$217K +4,218 New
AWS
153
Atria Wealth Solutions
New York
$211K -$15.4K -300 -7%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$210K -$13.7K -267 -6%
MIM
155
Moseley Investment Management
Florida
$208K +$203K +3,942 New
CF
156
Centaurus Financial
California
$190K
IGWM
157
ICA Group Wealth Management
Colorado
$165K -$12.3K -239 -7%
AAS
158
Ameritas Advisory Services
Nebraska
$154K -$108K -2,108 -41%
CIAS
159
Capital Investment Advisory Services
North Carolina
$150K -$25.1K -488 -15%
AssetMark Inc
160
AssetMark Inc
California
$131K +$42.2K +821 +49%
AF
161
Advisornet Financial
Minnesota
$116K
MWM
162
Mascoma Wealth Management
New Hampshire
$109K -$4.88K -95 -4%
JWA
163
JFS Wealth Advisors
Pennsylvania
$105K
MFG
164
Monumental Financial Group
Maryland
$98K +$95.2K +1,853 New
GRP
165
Global Retirement Partners
California
$87.2K -$4.73K -92 -5%
IA
166
IFP Advisors
Florida
$76.2K -$123K -2,402 -54%
US Bancorp
167
US Bancorp
Minnesota
$65.7K -$17.9K -349 -22%
HFM
168
Hartford Financial Management
Connecticut
$61.6K
AF
169
Allworth Financial
California
$54.2K
BFEC
170
Benjamin F. Edwards & Company
Missouri
$53K
GT
171
Glenmede Trust
Pennsylvania
$52.7K
RWPA
172
Richard W. Paul & Associates
Michigan
$50.2K
AWM
173
Abound Wealth Management
Tennessee
$46.4K
JP Morgan Chase
174
JP Morgan Chase
New York
$41.9K +$9.77K +190 +31%
SPIA
175
Steward Partners Investment Advisory
New York
$40.4K +$21K +409 +115%

XT Hedge Fund Activity: Q1 2023 in Review

212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2023, worth a combined $2.26B — up 8.8% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XT and 15 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 52 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.6M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $42.5M sold.

  • 212 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2023, down from 223 in Q4 2022.
  • Funds reported $2.26B of iShares Future Exponential Technologies ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2023 and 21 closed out, a net change of -6 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $24.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2023 was Brinker Capital Investments, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2023.