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iShares Future Exponential Technologies ETF

223 hedge funds and large institutions have $2.08B invested in iShares Future Exponential Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $1.89B → $2.08B (+$186M)

4% more funds holding

Funds holding: 215223 (+8)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

16.97% less ownership

Funds ownership: 89.38%72.41% (-17%)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
65
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
176
Global Wealth Strategies & Associates
Colorado
$30.3K +$30.6K +640 New
FCB
177
First Command Bank
Texas
$29K
FCFS
178
First Command Financial Services
Texas
$29K
JP Morgan Chase
179
JP Morgan Chase
New York
$29K +$21.7K +454 +299%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$24.4K
Barclays
181
Barclays
United Kingdom
$23.3K
KTC
182
Kistler-Tiffany Companies
Pennsylvania
$22.7K
GGI
183
Godsey & Gibb Inc
Virginia
$20K +$20.3K +423 New
TRCT
184
Tower Research Capital (TRC)
New York
$20K +$287 +6 +1%
JFA
185
JNBA Financial Advisors
Minnesota
$18.9K
RIA
186
Realta Investment Advisors
Delaware
$17.8K
SPIA
187
Steward Partners Investment Advisory
New York
$16.9K -$22.9K -479 -57%
MCC
188
Money Concepts Capital
Florida
$16.3K -$154K -3,222 -90%
KFI
189
Key Financial Inc
Pennsylvania
$16K
CTC
190
Central Trust Company
Missouri
$15.9K
NMG
191
New Millennium Group
Utah
$15.7K
PP
192
PrairieView Partners
Minnesota
$15K
Franklin Resources
193
Franklin Resources
California
$14.2K
WOC
194
West Oak Capital
California
$14K
EE
195
EWG Elevate
California
$12.5K +$12.6K +263 New
FCAG
196
First Capital Advisors Group
New Jersey
$12.4K +$48 +1 +0.4%
SC
197
Stephens Consulting
Michigan
$12.3K
MFC
198
Morris Financial Concepts
South Carolina
$12K
CFGS
199
Concourse Financial Group Securities
Alabama
$11.3K +$1.58K +33 +16%
CT
200
Cambridge Trust
Massachusetts
$11K

XT Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2022, worth a combined $2.08B — up 9.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XT positions and 20 closed out — a net gain of 11 holders — while 65 added to existing stakes and 80 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $98.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $515M.

  • 223 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2022, up from 215 in Q3 2022.
  • Funds reported $2.08B of iShares Future Exponential Technologies ETF stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 31 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2022 and 20 closed out, a net change of +11 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $98.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2022.