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iShares Future Exponential Technologies ETF

225 hedge funds and large institutions have $2.74B invested in iShares Future Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 55

7% more funds holding

Funds holding: 210225 (+15)

0% more capital invested

Capital invested by funds: $2.73B → $2.74B (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.06% less ownership

Funds ownership: 71.7%69.64% (-2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$22K
CTC
202
Central Trust Company
Missouri
$21K
PP
203
PrairieView Partners
Minnesota
$20K
Franklin Resources
204
Franklin Resources
California
$19K
KFS
205
Kelly Financial Services
Massachusetts
$17.9K -$1.15M -17,804 -98%
DOA
206
D'Orazio & Associates
Virginia
$15K +$15.7K +243 New
AF
207
Allworth Financial
California
$10K
LWM
208
Liberty Wealth Management
California
$10K
PCG
209
Private Capital Group
Connecticut
$9K
AL
210
ADE LLC
Maryland
$8K -$14.8K -230 -65%
RDFA
211
Ritter Daniher Financial Advisory
Ohio
$8K
ADL
212
Asset Dedication LLC
California
$8K +$8.7K +135 New
S
213
SignatureFD
Georgia
$6K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$4K +$4.06K +63 New
AWM
215
AllSquare Wealth Management
New York
$3K
JP Morgan Chase
216
JP Morgan Chase
New York
$3K
LWANC
217
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
PA
218
Parallel Advisors
California
$2K -$4.83K -75 -75%
GKWIM
219
Gerber Kawasaki Wealth & Investment Management
California
$2K +$129 +2 New
CWC
220
Carolinas Wealth Consulting
North Carolina
$2K +$2.13K +33 New
CFA
221
Carroll Financial Associates
North Carolina
$1K
HFS
222
Hantz Financial Services
Michigan
$1K
WIM
223
Westside Investment Management
California
$6
BS
224
Banco Santander
Spain
-$3.79M -59,857 Closed
ARC
225
Advisor Resource Council
Texas
-$1.15M -18,202 Closed

XT Hedge Fund Activity: Q3 2021 in Review

225 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2021, worth a combined $2.74B — up 0.46% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XT positions and 8 closed out — a net gain of 18 holders — while 90 added to existing stakes and 55 trimmed.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $14.9M. The largest seller was Brinker Capital Investments, cutting an estimated $18.7M.

  • 225 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2021, up from 210 in Q2 2021.
  • Funds reported $2.74B of iShares Future Exponential Technologies ETF stock for Q3 2021, up 0.46% quarter-over-quarter.
  • 26 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $14.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.