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iShares Future Exponential Technologies ETF

209 hedge funds and large institutions have $2.43B invested in iShares Future Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 35

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 184209 (+25)

5% more capital invested

Capital invested by funds: $2.31B → $2.43B (+$126M)

0.32% less ownership

Funds ownership: 74.31%73.99% (-0.32%)

Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
176
Next Financial Group
Texas
$37K +$24.9K +418 +209%
FCB
177
First Command Bank
Texas
$36K
FCFS
178
First Command Financial Services
Texas
$36K
BMD
179
Better Money Decisions
New Mexico
$36K +$36.2K +608 New
AF
180
Advisornet Financial
Minnesota
$29K +$29.1K +489 New
JFA
181
JNBA Financial Advisors
Minnesota
$24K
TCWA
182
Ten Capital Wealth Advisors
Washington
$24K +$25K +421 New
EW
183
Element Wealth
Mississippi
$22K +$21.7K +365 New
KFI
184
Key Financial Inc
Pennsylvania
$21K
US Bancorp
185
US Bancorp
Minnesota
$21K
CTC
186
Central Trust Company
Missouri
$20K
PP
187
PrairieView Partners
Minnesota
$19K
Franklin Resources
188
Franklin Resources
California
$18K
SWP
189
ShoreHaven Wealth Partners
New Jersey
$17K
KFS
190
Kelly Financial Services
Massachusetts
$16.9K
FPW
191
Flagship Private Wealth
Massachusetts
$14.8K -$9.39K -158 -40%
PCIA
192
Prime Capital Investment Advisors
Kansas
$10K
AF
193
Allworth Financial
California
$10K +$9.87K +166 New
LWM
194
Liberty Wealth Management
California
$9K
PCG
195
Private Capital Group
Connecticut
$9K
RDFA
196
Ritter Daniher Financial Advisory
Ohio
$7K
PA
197
Parallel Advisors
California
$6K
S
198
SignatureFD
Georgia
$6K
AWM
199
AllSquare Wealth Management
New York
$3K
JP Morgan Chase
200
JP Morgan Chase
New York
$3K

XT Hedge Fund Activity: Q1 2021 in Review

209 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2021, worth a combined $2.43B — up 5.5% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XT positions and 11 closed out — a net gain of 27 holders — while 88 added to existing stakes and 35 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $40.5M. The largest seller was Financial Engines Advisors, cutting an estimated $62M.

  • 209 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $2.43B of iShares Future Exponential Technologies ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2021 and 11 closed out, a net change of +27 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2021 was HBK Sorce Advisory, an estimated $40.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.