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iShares Future Exponential Technologies ETF

222 hedge funds and large institutions have $2.06B invested in iShares Future Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 239222 (-17)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less capital invested

Capital invested by funds: $2.57B → $2.06B (-$500M)

19.92% less ownership

Funds ownership: 90.89%70.97% (-20%)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Stephens Consulting
Michigan
$12.4K
MFC
202
Morris Financial Concepts
South Carolina
$12K +$208 +4 +2%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$10.7K +$9.1M +175,288 +469%
CFGS
204
Concourse Financial Group Securities
Alabama
$10K
CAL
205
Capital Analysts LLC
Pennsylvania
$9K
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$8.72K -$12.7K -245 -57%
AF
207
Allworth Financial
California
$8K +$52 +1 +0.6%
TSWM
208
Tyler-Stone Wealth Management
Ohio
$7K
AssetMark Inc
209
AssetMark Inc
California
$7K +$7.06K +136 New
LC
210
Legacy CG
Texas
$7K +$7.06K +136 New
RDFA
211
Ritter Daniher Financial Advisory
Ohio
$6K
S
212
SignatureFD
Georgia
$5K
TWA
213
TCI Wealth Advisors
Arizona
$4K +$3.89K +75 New
BWM
214
Baystate Wealth Management
Massachusetts
$2K
GWM
215
Geneos Wealth Management
Colorado
$2K
LWANC
216
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
EWM
217
Evermay Wealth Management
Virginia
$1K -$208 -4 -15%
CWC
218
Carolinas Wealth Consulting
North Carolina
$1K
HFS
219
Hantz Financial Services
Michigan
$1K
CA
220
CoreCap Advisors
Michigan
$1K +$1.45K +28 New
WIM
221
Westside Investment Management
California
$4
NW
222
NewEdge Wealth
Pennsylvania
-$20.2M -341,363 Closed
RPGK
223
Retirement Planning Group (Kansas)
Kansas
-$19.9M -337,416 Closed
DF
224
Donoghue Forlines
Massachusetts
-$2.51M -42,511 Closed
IIA
225
Integral Investment Advisors
California
-$2.44M -41,419 Closed

XT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2022, worth a combined $2.06B — down 20% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of XT and 24 opened new positions — a net loss of 17 holders — while 86 trimmed existing stakes and 58 added.

The largest buyer was Financial Engines Advisors, adding an estimated $42.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $723M.

  • 222 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2022, down from 239 in Q1 2022.
  • Funds reported $2.06B of iShares Future Exponential Technologies ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2022 and 41 closed out, a net change of -17 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $42.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $723M sold.

Based on aggregated 13F filings for Q2 2022.