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iShares Future Exponential Technologies ETF
XT

249 hedge funds and large institutions have $2.59B invested in iShares Future Exponential Technologies ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

6% more funds holding

Funds holding: 234 → 249 (+15)

5.93% more ownership

Funds ownership: 74.74% → 80.67% (+5.9%)

2% less capital invested

Capital invested by funds: $2.63B → $2.59B (-$40.4M)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

63% less funds holding in top 10

Funds holding in top 10: 8 → 3 (-5)

Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
35
Increased
76
Reduced
80
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$27.4M
2
Morgan Stanley
Morgan Stanley
New York
+$13.5M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$12.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$11.1M
5
OMC
Old Mission Capital
Illinois
+$4.97M

Top Sellers

Rank Fund Capital Flow
1
AFA
Alpha Financial Advisors
North Carolina
-$20.4M
2
AC
AlphaCore Capital
California
-$8.97M
3
Ameriprise
Ameriprise
Minnesota
-$5.62M
4
Wells Fargo
Wells Fargo
California
-$5.55M
5
Jane Street
Jane Street
New York
-$5.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
151
Coastline Trust
Rhode Island
$315K – – –
Comerica Bank
152
Comerica Bank
Texas
$315K -$30.4K -500 -9%
HKIMG
153
Hutchens & Kramer Investment Management Group
Indiana
$311K -$22.6K -371 -7%
KWM
154
KFG Wealth Management
Indiana
$306K -$33.6K -552 -10%
EL
155
EQ LLC
Washington
$292K -$1.16K -19 -0.4%
GWSG
156
GPS Wealth Strategies Group
Colorado
$292K +$2.31K +38 +0.8%
SA
157
Sanctuary Advisors
Indiana
$287K -$20.1K -330 -7%
Stifel Financial
158
Stifel Financial
Missouri
$284K -$20.3K -334 -7%
CFO
159
Collective Family Office
Pennsylvania
$281K – – –
DA
160
Detalus Advisors
Missouri
$272K -$10.6K -174 -4%
SWP
161
Stratos Wealth Partners
Ohio
$266K -$65.7K -1,081 -20%
CFG
162
Citizens Financial Group
Rhode Island
$264K -$19.2K -316 -7%
PPWM
163
PFG Private Wealth Management
Florida
$257K +$2.01K +33 +0.8%
SWM
164
Selective Wealth Management
Virginia
$255K – – –
MG
165
Mather Group
Illinois
$254K – – –
TWM
166
Tradition Wealth Management
Minnesota
$251K +$61 +1 +0%
AFG
167
Atomi Financial Group
New York
$246K -$14.9K -245 -6%
SPC
168
Sigma Planning Corp
Michigan
$241K – – –
CG
169
CFO4Life Group
Texas
$236K +$851 +14 +0.4%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$231K +$5.35K +88 +2%
EH
171
Equitable Holdings
New York
$229K +$2.37K +39 +1%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$224K +$11.8K +194 +6%
Fisher Asset Management
173
Fisher Asset Management
Washington
$224K +$228K +3,755 New
CWM
174
Centurion Wealth Management
Virginia
$215K – – –
BFG
175
Bouchey Financial Group
New York
$214K – – –
5 6
7
8 9

XT Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2024, worth a combined $2.59B — down 1.5% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new XT positions and 14 closed out — a net gain of 21 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $27.4M. The largest seller was Alpha Financial Advisors, cutting an estimated $20.4M.

  • 249 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2024, up from 234 in Q3 2024.
  • Funds reported $2.59B of iShares Future Exponential Technologies ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 35 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2024 and 14 closed out, a net change of +21 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2024 was Financial Engines Advisors, an estimated $27.4M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2024 was Alpha Financial Advisors, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2024.