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iShares Future Exponential Technologies ETF
XT

245 hedge funds and large institutions have $2.62B invested in iShares Future Exponential Technologies ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

136% more call options, than puts

Call options by funds: $156K | Put options by funds: $66K

13% more capital invested

Capital invested by funds: $2.32B → $2.62B (+$298M)

8% more funds holding

Funds holding: 226 → 245 (+19)

0.05% more ownership

Funds ownership: 74.69% → 74.73% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

42% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 97

Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
39
Increased
56
Reduced
97
Closed
15
Calls
$156K
Puts
$66K
Net Calls
+$90K
Net Calls Change
-$1.72M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$20.5M
2
Morgan Stanley
Morgan Stanley
New York
+$20.2M
3
Betterment LLC
Betterment LLC
New York
+$6.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.64M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$35.1M
2
OPS
Orion Portfolio Solutions
Nebraska
-$35.1M
3
GG
Greenwood Gearhart
Arkansas
-$9.01M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.48M
5
Wells Fargo
Wells Fargo
California
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
Apollon Wealth Management
South Carolina
$281K +$253K +4,701 New
PCIA
152
Prime Capital Investment Advisors
Kansas
$271K -$31.6K -586 -11%
AWS
153
Atria Wealth Solutions
New York
$270K -$246K -4,556 -50%
EA
154
Ergawealth Advisors
Illinois
$270K -$2.21K -41 -0.9%
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$264K -$1.62K -30 -0.7%
AFG
156
Atomi Financial Group
New York
$264K +$237K +4,403 New
AFA
157
American Financial Advisors
Georgia
$263K -$35.7K -662 -13%
Stifel Financial
158
Stifel Financial
Missouri
$259K +$3.5K +65 +2%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$259K +$14.4K +267 +7%
AAS
160
Ameritas Advisory Services
Nebraska
$257K +$231K +4,289 New
PWM
161
Perigon Wealth Management
California
$257K – – –
PPWM
162
PFG Private Wealth Management
Florida
$256K – – –
TWM
163
Tradition Wealth Management
Minnesota
$253K – – –
NA
164
NewEdge Advisors
Louisiana
$251K – – –
GL
165
Graypoint LLC
New York
$249K -$111K -2,053 -33%
RJT
166
Raymond James Trust
Florida
$241K – – –
SPC
167
Sigma Planning Corp
Michigan
$224K -$45.1K -837 -18%
Prudential Financial
168
Prudential Financial
New Jersey
$222K +$200K +3,712 New
CWM
169
Centurion Wealth Management
Virginia
$216K -$41K -760 -17%
CA
170
Cetera Advisors
Colorado
$215K +$193K +3,583 New
BFWA
171
Benchmark Financial Wealth Advisors
Florida
$211K +$190K +3,521 New
TWM
172
Tolleson Wealth Management
Texas
$210K +$189K +3,511 New
HF
173
HRT Financial
New York
$209K +$188K +3,494 New
SF
174
Safeguard Financial
Wisconsin
$207K +$187K +3,460 New
MG
175
Mather Group
Illinois
$206K +$185K +3,435 New
5 6
7
8 9

XT Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2023, worth a combined $2.62B — up 13% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new XT positions and 15 closed out — a net gain of 24 holders — while 56 added to existing stakes and 97 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $20.5M. The largest seller was Brinker Capital Investments, cutting an estimated $35.1M.

  • 245 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2023, up from 226 in Q3 2023.
  • Funds reported $2.62B of iShares Future Exponential Technologies ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 39 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2023 and 15 closed out, a net change of +24 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2023 was Jane Street, an estimated $20.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2023 was Brinker Capital Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2023.