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iShares Future Exponential Technologies ETF

212 hedge funds and large institutions have $2.26B invested in iShares Future Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.08B → $2.26B (+$183M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.92% less ownership

Funds ownership: 72.41%71.49% (-0.92%)

5% less funds holding

Funds holding: 223212 (-11)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

40% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 87

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
176
Global Wealth Strategies & Associates
Colorado
$33.7K
MIM
177
Macroview Investment Management
Maryland
$28K -$18.4K -358 -40%
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$27.1K
Barclays
179
Barclays
United Kingdom
$25.9K
KTC
180
Kistler-Tiffany Companies
Pennsylvania
$25.2K
BWL
181
Bogart Wealth LLC
Virginia
$23.4K +$22.8K +444 New
GGI
182
Godsey & Gibb Inc
Virginia
$22.3K
JFA
183
JNBA Financial Advisors
Minnesota
$21.1K
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$20.8K +$146K +2,838 +0.7%
KFI
185
Key Financial Inc
Pennsylvania
$19K
CTC
186
Central Trust Company
Missouri
$17.7K
NMG
187
New Millennium Group
Utah
$17.5K
CFGS
188
Concourse Financial Group Securities
Alabama
$17.5K +$4.83K +94 +39%
PP
189
PrairieView Partners
Minnesota
$16K
Franklin Resources
190
Franklin Resources
California
$15.8K
WOC
191
West Oak Capital
California
$15.8K
FCAG
192
First Capital Advisors Group
New Jersey
$13.8K
SC
193
Stephens Consulting
Michigan
$13.7K
MFC
194
Morris Financial Concepts
South Carolina
$13.4K +$103 +2 +0.8%
CT
195
Cambridge Trust
Massachusetts
$12.1K
EWP
196
Elevation Wealth Partners
California
$11.1K +$10.8K +210 New
SS
197
Sunbelt Securities
Texas
$10.4K +$10.3K +200 New
TRCT
198
Tower Research Capital (TRC)
New York
$10K -$11.3K -219 -52%
NFSG
199
Newbridge Financial Services Group
Florida
$9.88K
RDFA
200
Ritter Daniher Financial Advisory
Ohio
$6.59K

XT Hedge Fund Activity: Q1 2023 in Review

212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2023, worth a combined $2.26B — up 8.8% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XT and 15 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 52 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.6M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $42.5M sold.

  • 212 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2023, down from 223 in Q4 2022.
  • Funds reported $2.26B of iShares Future Exponential Technologies ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2023 and 21 closed out, a net change of -6 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $24.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2023 was Brinker Capital Investments, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2023.