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iShares Future Exponential Technologies ETF

225 hedge funds and large institutions have $2.74B invested in iShares Future Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 55

7% more funds holding

Funds holding: 210225 (+15)

0% more capital invested

Capital invested by funds: $2.73B → $2.74B (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.06% less ownership

Funds ownership: 71.7%69.64% (-2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$74K -$8.44K -131 -10%
HFM
177
Hartford Financial Management
Connecticut
$73K
EW
178
Element Wealth
Mississippi
$73K +$51.7K +803 +220%
PP
179
Pacifica Partners
Canada
$72K
TWM
180
Tradition Wealth Management
Minnesota
$70K
COCM
181
Charter Oak Capital Management
New Hampshire
$67K
GT
182
Glenmede Trust
Pennsylvania
$62K
GWM
183
Geneos Wealth Management
Colorado
$58K +$9.73K +151 +19%
SSB
184
Sandy Spring Bank
Maryland
$54K -$15.1K -235 -21%
CIAS
185
Capital Investment Advisory Services
North Carolina
$53K
VC
186
Vestor Capital
Illinois
$52K
CCM
187
Covington Capital Management
California
$45K
NFSG
188
Newbridge Financial Services Group
Florida
$41K
WOC
189
West Oak Capital
California
$41K
BMD
190
Better Money Decisions
New Mexico
$38K
FCB
191
First Command Bank
Texas
$38K
FCFS
192
First Command Financial Services
Texas
$38K
IF
193
Ironwood Financial
Arizona
$36K +$37.2K +577 New
AF
194
Advisornet Financial
Minnesota
$34K -$644 -10 -2%
NFG
195
Next Financial Group
Texas
$31K +$19.3K +300 +150%
WQ
196
Wealth Quarterback
New Jersey
$26K -$11.9K -185 -31%
GGI
197
Godsey & Gibb Inc
Virginia
$26K
TCWA
198
Ten Capital Wealth Advisors
Washington
$26K
JFA
199
JNBA Financial Advisors
Minnesota
$25K
KFI
200
Key Financial Inc
Pennsylvania
$23K

XT Hedge Fund Activity: Q3 2021 in Review

225 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2021, worth a combined $2.74B — up 0.46% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XT positions and 8 closed out — a net gain of 18 holders — while 90 added to existing stakes and 55 trimmed.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $14.9M. The largest seller was Brinker Capital Investments, cutting an estimated $18.7M.

  • 225 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2021, up from 210 in Q2 2021.
  • Funds reported $2.74B of iShares Future Exponential Technologies ETF stock for Q3 2021, up 0.46% quarter-over-quarter.
  • 26 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $14.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.