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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
CSPIA
201
Cary Street Partners Investment Advisory
Virginia
$9.47K +$9.57K +200 New
BWM
202
BerganKDV Wealth Management
Minnesota
$9.18K +$9.29K +194 New
NFSG
203
Newbridge Financial Services Group
Florida
$8.87K -$9.29K -194 -51%
TSWM
204
Tyler-Stone Wealth Management
Ohio
$7K
RDFA
205
Ritter Daniher Financial Advisory
Ohio
$5.92K
PFM
206
Phillips Financial Management
Indiana
$5.25K
S
207
SignatureFD
Georgia
$4.73K
FA
208
Fiduciary Alliance
South Carolina
$4.5K +$4.55K +95 New
BTI
209
Blue Trust Inc
Georgia
$4K +$4.79K +100 New
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.32K
BWM
211
Baystate Wealth Management
Massachusetts
$2K
ASN
212
Advisory Services Network
Georgia
$1.89K +$1.92K +40 New
DCM
213
Davidson Capital Management
Texas
$1.37K +$1.39K +29 New
CA
214
CoreCap Advisors
Michigan
$1.33K +$1.34K +28 New
BCMIO
215
Beacon Capital Management Inc (Ohio)
Ohio
$1.11K +$1.15K +24 New
CWC
216
Carolinas Wealth Consulting
North Carolina
$1.05K
PTC
217
Private Trust Company
Ohio
$1K
HFS
218
Hantz Financial Services
Michigan
$1K +$48 +1 +5%
FHA
219
First Horizon Advisors
Tennessee
$615
AF
220
Affiance Financial
Minnesota
$189 +$192 +4 New
KFS
221
Kelly Financial Services
Massachusetts
$47 -$24.3K -508 -100%
Citigroup
222
Citigroup
New York
$47 -$766 -16 -94%
WIM
223
Westside Investment Management
California
$4 +$48 +1 +1%
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
-$6.34M -142,313 Closed
Bank of New York Mellon
225
Bank of New York Mellon
New York
-$5.52M -123,789 Closed

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.