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iShares Future Exponential Technologies ETF

239 hedge funds and large institutions have $2.57B invested in iShares Future Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.94% more ownership

Funds ownership: 70.95%90.89% (+20%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

4% less funds holding

Funds holding: 250239 (-11)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less capital invested

Capital invested by funds: $3.01B → $2.57B (-$444M)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
239
Holders Change
-11
Holders Change %
-4.4%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$188K -$43.3K -736 -13%
EIP
177
Ellis Investment Partners
Pennsylvania
$170K
MWM
178
Mascoma Wealth Management
New Hampshire
$146K +$5.35K +91 +4%
Simplex Trading
179
Simplex Trading
Illinois
$146K +$43.5K +740 +42%
JWA
180
JFS Wealth Advisors
Pennsylvania
$117K
MFG
181
Monumental Financial Group
Maryland
$109K +$109K +1,853 New
MA
182
MUFG Americas
New York
$94K
GRP
183
Global Retirement Partners
California
$91K +$108K +1,838 New
PFS
184
Prospera Financial Services
Texas
$89K +$88.9K +1,512 New
COCM
185
Charter Oak Capital Management
New Hampshire
$83K +$20.5K +349 +33%
APA
186
American Portfolios Advisors
New York
$77.9K -$20.3K -346 -21%
FPS
187
Fieldpoint Private Securities
Connecticut
$76K
AF
188
Advisornet Financial
Minnesota
$70K +$36.2K +616 +108%
EW
189
Element Wealth
Mississippi
$69K
HFM
190
Hartford Financial Management
Connecticut
$69K
TWM
191
Tradition Wealth Management
Minnesota
$66K
PP
192
Pacifica Partners
Canada
$64K
GT
193
Glenmede Trust
Pennsylvania
$59K
GI
194
Gradient Investments
Minnesota
$56K +$55.9K +950 New
CIAS
195
Capital Investment Advisory Services
North Carolina
$50K
SPIA
196
Steward Partners Investment Advisory
New York
$49K -$31.1K -529 -39%
VC
197
Vestor Capital
Illinois
$49K
CCM
198
Covington Capital Management
California
$43K
FCB
199
First Command Bank
Texas
$36K
FCFS
200
First Command Financial Services
Texas
$36K

XT Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2022, worth a combined $2.57B — down 15% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of XT and 24 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $819M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $81.4M.

  • 239 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2022, down from 250 in Q4 2021.
  • Funds reported $2.57B of iShares Future Exponential Technologies ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2022 and 32 closed out, a net change of -8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $819M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2022.