We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

244 hedge funds and large institutions have $2.54B invested in iShares Future Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0.38% more ownership

Funds ownership: 74.54%74.92% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $2.58B → $2.54B (-$38.5M)

1% less funds holding

Funds holding: 247244 (-3)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 99

Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EL
151
EQ LLC
Washington
$280K +$58 +1 +0%
CFG
152
Citizens Financial Group
Rhode Island
$279K -$871 -15 -0.3%
CFO
153
Collective Family Office
Pennsylvania
$277K
NA
154
NewEdge Advisors
Louisiana
$275K +$290 +5 +0.1%
Millennium Management
155
Millennium Management
New York
$267K +$263K +4,533 New
LCM
156
Lunt Capital Management
Utah
$262K -$19.7K -340 -7%
AFG
157
Atomi Financial Group
New York
$260K +$116 +2 +0%
Stifel Financial
158
Stifel Financial
Missouri
$260K -$1.8K -31 -0.7%
SWP
159
Stratos Wealth Partners
Ohio
$259K -$250K -4,304 -49%
FCMA
160
Foresight Capital Management Advisors
Michigan
$257K -$2.03M -35,005 -89%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$255K -$26.8K -461 -10%
SWM
162
Selective Wealth Management
Virginia
$255K +$639 +11 +0.3%
PPWM
163
PFG Private Wealth Management
Florida
$252K
TWM
164
Tradition Wealth Management
Minnesota
$249K
SPC
165
Sigma Planning Corp
Michigan
$238K +$349 +6 +0.1%
RJT
166
Raymond James Trust
Florida
$236K
CG
167
CFO4Life Group
Texas
$232K +$639 +11 +0.3%
PWM
168
Perigon Wealth Management
California
$230K -$10.7K -185 -5%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$225K -$15.4K -266 -6%
GL
170
Graypoint LLC
New York
$220K +$217K +3,733 New
BFG
171
Bouchey Financial Group
New York
$211K
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$211K
BFWA
173
Benchmark Financial Wealth Advisors
Florida
$208K +$523 +9 +0.3%
TWM
174
Tolleson Wealth Management
Texas
$207K
SF
175
Safeguard Financial
Wisconsin
$204K

XT Hedge Fund Activity: Q2 2024 in Review

244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2024, worth a combined $2.54B — down 1.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 99 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $5.9M.

  • 244 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $2.54B of iShares Future Exponential Technologies ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2024 and 15 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $35.3M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2024 was Wells Fargo, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2024.