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iShares Future Exponential Technologies ETF

209 hedge funds and large institutions have $2.43B invested in iShares Future Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 35

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 184209 (+25)

5% more capital invested

Capital invested by funds: $2.31B → $2.43B (+$126M)

0.32% less ownership

Funds ownership: 74.31%73.99% (-0.32%)

Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
201
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
AMC
202
Asset Management Corp
Illinois
$2.73K +$23.8K +400 +0.9%
SIS
203
Sound Income Strategies
Florida
$2.37K +$2.38K +40 New
RWG
204
Regal Wealth Group
California
$2K +$59 +1 +3%
CFA
205
Carroll Financial Associates
North Carolina
$1K +$1.49K +25 New
WIM
206
Westside Investment Management
California
$6
FI
207
FormulaFolio Investments
Michigan
-$6.06M -105,846 Closed
Citadel Advisors
208
Citadel Advisors
Florida
-$3.92M -68,495 Closed
M&T Bank
209
M&T Bank
New York
-$370K -6,462 Closed
BWA
210
BDO Wealth Advisors
Florida
-$268K -4,684 Closed
Stifel Financial
211
Stifel Financial
Missouri
-$221K -3,853 Closed
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
-$203K -3,540 Closed
CTFG
213
Capstone Triton Financial Group
Oklahoma
-$91K -1,588 Closed
ASN
214
Advisory Services Network
Georgia
-$42K -736 Closed
CAL
215
Capital Analysts LLC
Pennsylvania
-$18K -319 Closed
SIM
216
Sonora Investment Management
Arizona
-$16K -273 Closed
BHWM
217
Bay Harbor Wealth Management
Maryland
-$4K -72 Closed
HFA
218
Hoover Financial Advisors
Pennsylvania
+$416 +7 New
MA
219
Montag & Associates
Georgia
+$416 +7 New

XT Hedge Fund Activity: Q1 2021 in Review

209 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2021, worth a combined $2.43B — up 5.5% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XT positions and 11 closed out — a net gain of 27 holders — while 88 added to existing stakes and 35 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $40.5M. The largest seller was Financial Engines Advisors, cutting an estimated $62M.

  • 209 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $2.43B of iShares Future Exponential Technologies ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2021 and 11 closed out, a net change of +27 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2021 was HBK Sorce Advisory, an estimated $40.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.