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iShares Future Exponential Technologies ETF

247 hedge funds and large institutions have $2.58B invested in iShares Future Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

821% more call options, than puts

Call options by funds: $608K | Put options by funds: $66K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 245247 (+2)

0.19% less ownership

Funds ownership: 74.73%74.54% (-0.19%)

2% less capital invested

Capital invested by funds: $2.62B → $2.58B (-$40.6M)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 92

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Accurate Wealth Management
Florida
$310K -$1.17K -20 -0.3%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$310K -$240K -4,092 -44%
VCM
153
Vivaldi Capital Management
Illinois
$306K +$310K +5,278 New
SWM
154
Spire Wealth Management
Virginia
$299K
Baird Financial Group
155
Baird Financial Group
Wisconsin
$286K +$28.3K +482 +11%
LCM
156
Lunt Capital Management
Utah
$286K -$56.8K -968 -17%
CFG
157
Citizens Financial Group
Rhode Island
$284K
EL
158
EQ LLC
Washington
$284K +$279K +4,756 New
CFO
159
Collective Family Office
Pennsylvania
$281K
NA
160
NewEdge Advisors
Louisiana
$278K +$27.5K +468 +11%
KWA
161
Kingswood Wealth Advisors
California
$268K -$279K -4,750 -51%
Stifel Financial
162
Stifel Financial
Missouri
$265K +$7.22K +123 +3%
AFG
163
Atomi Financial Group
New York
$264K +$1.06K +18 +0.4%
AFA
164
American Financial Advisors
Georgia
$261K
PPWM
165
PFG Private Wealth Management
Florida
$255K
AWS
166
Atria Wealth Solutions
New York
$253K -$16.4K -279 -6%
TWM
167
Tradition Wealth Management
Minnesota
$252K
SWM
168
Selective Wealth Management
Virginia
$249K +$251K +4,268 New
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$244K -$114K -1,939 -32%
PWM
170
Perigon Wealth Management
California
$244K -$11.3K -192 -4%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$243K +$228K +3,884 +1,942%
SPC
172
Sigma Planning Corp
Michigan
$241K +$17.6K +299 +8%
RJT
173
Raymond James Trust
Florida
$239K -$881 -15 -0.4%
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
$238K +$235K +4,000 New
CG
175
CFO4Life Group
Texas
$235K +$231K +3,935 New

XT Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2024, worth a combined $2.58B — down 1.6% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 19 closed out — a net gain of 4 holders — while 65 added to existing stakes and 92 trimmed.

The largest buyer was UBS Group, adding an estimated $16M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 247 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $2.58B of iShares Future Exponential Technologies ETF stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2024 and 19 closed out, a net change of +4 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2024 was UBS Group, an estimated $16M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2024.