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iShares Future Exponential Technologies ETF

226 hedge funds and large institutions have $2.32B invested in iShares Future Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

3% more funds holding

Funds holding: 220226 (+6)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less ownership

Funds ownership: 77.68%74.69% (-3%)

10% less capital invested

Capital invested by funds: $2.59B → $2.32B (-$268M)

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
Net Calls
+$1.81M
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
KFG Wealth Management
Indiana
$223K +$235K +4,278 New
PPWM
152
PFG Private Wealth Management
Florida
$223K
Stifel Financial
153
Stifel Financial
Missouri
$222K +$234K +4,258 New
TWM
154
Tradition Wealth Management
Minnesota
$221K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$220K -$31.4K -571 -12%
Fisher Asset Management
156
Fisher Asset Management
Washington
$219K +$231K +4,203 New
NA
157
NewEdge Advisors
Louisiana
$219K -$40.6K -737 -15%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$212K +$5.23K +95 +2%
RJT
159
Raymond James Trust
Florida
$210K -$7.32K -133 -3%
PFO
160
Pathstone Family Office
New Jersey
$209K +$220K +4,000 New
Cerity Partners
161
Cerity Partners
New York
$204K +$215K +3,900 New
CFB
162
Cullen/Frost Bankers
Texas
$185K +$195K +3,549 New
AF
163
Advisornet Financial
Minnesota
$184K
CF
164
Centaurus Financial
California
$163K -$6.88K -125 -4%
AssetMark Inc
165
AssetMark Inc
California
$135K +$8.37K +152 +6%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$118K +$68.9K +1,252 +123%
MWM
167
Mascoma Wealth Management
New Hampshire
$116K
HFM
168
Hartford Financial Management
Connecticut
$115K
IA
169
IFP Advisors
Florida
$104K
JWA
170
JFS Wealth Advisors
Pennsylvania
$104K
FFA
171
Founders Financial Alliance
North Carolina
$91.9K
GRP
172
Global Retirement Partners
California
$79.1K -$11K -200 -11%
SOS
173
Silver Oak Securities
Tennessee
$77.9K -$255K -4,639 -76%
US Bancorp
174
US Bancorp
Minnesota
$75.5K +$11K +200 +16%
CAL
175
Capital Analysts LLC
Pennsylvania
$70K +$73.9K +1,342 New

XT Hedge Fund Activity: Q3 2023 in Review

226 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2023, worth a combined $2.32B — down 10% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XT positions and 19 closed out — a net gain of 8 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.8M. The largest seller was Brinker Capital Investments, cutting an estimated $47.2M.

  • 226 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $2.32B of iShares Future Exponential Technologies ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 27 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2023 and 19 closed out, a net change of +8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2023 was LPL Financial, an estimated $10.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2023.