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iShares Future Exponential Technologies ETF
XT

234 hedge funds and large institutions have $2.63B invested in iShares Future Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.54B → $2.63B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0.18% less ownership

Funds ownership: 74.92% → 74.74% (-0.18%)

4% less funds holding

Funds holding: 244 → 234 (-10)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
55
Reduced
95
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$24.5M
2
Jane Street
Jane Street
New York
+$5.03M
3
SWA
Stratos Wealth Advisors
Ohio
+$3.32M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$3.3M
5
MOS
MGO One Seven
Ohio
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.95M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$4.9M
3
CAMV
Concord Asset Management (Virginia)
Virginia
-$4.6M
4
CWP
Concord Wealth Partners
Virginia
-$4.55M
5
LPL Financial
LPL Financial
California
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
151
Pure Financial Advisors
California
$264K +$255K +4,339 New
JP Morgan Chase
152
JP Morgan Chase
New York
$262K -$1.61M -27,420 -86%
PPWM
153
PFG Private Wealth Management
Florida
$260K – – –
SWM
154
Selective Wealth Management
Virginia
$259K – – –
MG
155
Mather Group
Illinois
$259K -$265K -4,508 -51%
TWM
156
Tradition Wealth Management
Minnesota
$256K -$1.17K -20 -0.5%
KWA
157
Kingswood Wealth Advisors
California
$252K -$173K -2,953 -42%
SPC
158
Sigma Planning Corp
Michigan
$246K – – –
CG
159
CFO4Life Group
Texas
$240K – – –
PWM
160
Perigon Wealth Management
California
$238K – – –
EH
161
Equitable Holdings
New York
$231K +$223K +3,792 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$230K -$2.88K -49 -1%
AssetMark Inc
163
AssetMark Inc
California
$225K +$55K +936 +34%
CWM
164
Centurion Wealth Management
Virginia
$220K +$212K +3,609 New
BFG
165
Bouchey Financial Group
New York
$218K – – –
RFP
166
Root Financial Partners
California
$218K +$210K +3,585 New
BFWA
167
Benchmark Financial Wealth Advisors
Florida
$215K – – –
TWM
168
Tolleson Wealth Management
Texas
$214K – – –
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$214K – – –
CAG
170
Crestwood Advisors Group
Massachusetts
$212K +$204K +3,480 New
SF
171
Safeguard Financial
Wisconsin
$211K – – –
CWM
172
Cedar Wealth Management
California
$210K -$838K -14,279 -81%
GRP
173
Global Retirement Partners
California
$141K +$68.7K +1,171 +102%
HFM
174
Hartford Financial Management
Connecticut
$134K – – –
AF
175
Advisornet Financial
Minnesota
$131K – – –
5 6
7
8 9

XT Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2024, worth a combined $2.63B — up 3.7% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XT and 15 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.95M.

  • 234 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2024, down from 244 in Q2 2024.
  • Funds reported $2.63B of iShares Future Exponential Technologies ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2024 and 22 closed out, a net change of -7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $24.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2024.