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iShares Future Exponential Technologies ETF

250 hedge funds and large institutions have $3.01B invested in iShares Future Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

120% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 50

11% more funds holding

Funds holding: 225250 (+25)

10% more capital invested

Capital invested by funds: $2.74B → $3.01B (+$269M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.31% more ownership

Funds ownership: 69.64%70.95% (+1.3%)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
45
Increased
110
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Cetera Advisors
Colorado
$222K -$94.6K -1,452 -30%
FIA
177
Foundations Investment Advisors
Arizona
$222K -$2.8K -43 -1%
CF
178
Centaurus Financial
California
$220K +$3.71K +57 +2%
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$214K -$1.11K -17 -0.5%
JFGLC
180
Johnson Financial Group LLC (Colorado)
Colorado
$214K
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$211K -$4.43K -68 -2%
Stifel Financial
182
Stifel Financial
Missouri
$207K +$204K +3,132 New
RIA
183
Regal Investment Advisors
Michigan
$204K +$201K +3,080 New
EIP
184
Ellis Investment Partners
Pennsylvania
$191K +$130 +2 +0.1%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$179K
MWM
186
Mascoma Wealth Management
New Hampshire
$157K -$1.3K -20 -0.8%
JWA
187
JFS Wealth Advisors
Pennsylvania
$131K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$121K +$119K +1,826 New
Simplex Trading
189
Simplex Trading
Illinois
$115K -$331K -5,081 -74%
APA
190
American Portfolios Advisors
New York
$110K -$23.5K -360 -18%
MA
191
MUFG Americas
New York
$105K +$104K +1,595 New
SPIA
192
Steward Partners Investment Advisory
New York
$90K +$11.7K +180 +15%
FPS
193
Fieldpoint Private Securities
Connecticut
$85K
CFGS
194
Concourse Financial Group Securities
Alabama
$81K
EW
195
Element Wealth
Mississippi
$77K
HFM
196
Hartford Financial Management
Connecticut
$77K
TWM
197
Tradition Wealth Management
Minnesota
$74K +$65 +1 +0.1%
COCM
198
Charter Oak Capital Management
New Hampshire
$70K
SSB
199
Sandy Spring Bank
Maryland
$70K +$12.1K +185 +21%
PP
200
Pacifica Partners
Canada
$69K

XT Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2021, worth a combined $3.01B — up 9.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XT positions and 17 closed out — a net gain of 28 holders — while 110 added to existing stakes and 50 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $40.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.8M.

  • 250 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2021, up from 225 in Q3 2021.
  • Funds reported $3.01B of iShares Future Exponential Technologies ETF stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 45 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2021 and 17 closed out, a net change of +28 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $40.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2021.