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iShares Future Exponential Technologies ETF

247 hedge funds and large institutions have $2.58B invested in iShares Future Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

821% more call options, than puts

Call options by funds: $608K | Put options by funds: $66K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 245247 (+2)

0.19% less ownership

Funds ownership: 74.73%74.54% (-0.19%)

2% less capital invested

Capital invested by funds: $2.62B → $2.58B (-$40.6M)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 92

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
201
Richard W. Paul & Associates
Michigan
$56.8K +$55.9K +953 New
T
202
Tidemark
California
$54.6K
US Bancorp
203
US Bancorp
Minnesota
$53.7K +$37.8K +644 +252%
SPIA
204
Steward Partners Investment Advisory
New York
$51.2K -$6.63K -113 -12%
CTWM
205
Cherry Tree Wealth Management
Minnesota
$42.5K
CIAS
206
Capital Investment Advisory Services
North Carolina
$40.8K
MCM
207
MV Capital Management
Maryland
$39.8K
GWSA
208
Global Wealth Strategies & Associates
Colorado
$38.2K
OSNBOA
209
Old Second National Bank of Aurora
Illinois
$30.1K
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$29.8K
Barclays
211
Barclays
United Kingdom
$29.3K
GGI
212
Godsey & Gibb Inc
Virginia
$25.2K
JFA
213
JNBA Financial Advisors
Minnesota
$23.8K
MIM
214
Macroview Investment Management
Maryland
$21.7K -$5.17K -88 -19%
KFI
215
Key Financial Inc
Pennsylvania
$21.5K
PP
216
PrairieView Partners
Minnesota
$20K
CTC
217
Central Trust Company
Missouri
$20K
WOC
218
West Oak Capital
California
$18K
Franklin Resources
219
Franklin Resources
California
$17.9K
CFGS
220
Concourse Financial Group Securities
Alabama
$17.8K
SC
221
Stephens Consulting
Michigan
$15.4K
MFC
222
Morris Financial Concepts
South Carolina
$15.3K +$59 +1 +0.4%
CT
223
Cambridge Trust
Massachusetts
$13.7K
CA
224
CoreCap Advisors
Michigan
$12.7K +$12.5K +213 New
EWP
225
Elevation Wealth Partners
California
$12.5K

XT Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2024, worth a combined $2.58B — down 1.6% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 19 closed out — a net gain of 4 holders — while 65 added to existing stakes and 92 trimmed.

The largest buyer was UBS Group, adding an estimated $16M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 247 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $2.58B of iShares Future Exponential Technologies ETF stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2024 and 19 closed out, a net change of +4 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2024 was UBS Group, an estimated $16M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2024.