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iShares Future Exponential Technologies ETF

244 hedge funds and large institutions have $2.54B invested in iShares Future Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0.38% more ownership

Funds ownership: 74.54%74.92% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $2.58B → $2.54B (-$38.5M)

1% less funds holding

Funds holding: 247244 (-3)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 99

Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
201
Barclays
United Kingdom
$28.9K
SFC
202
Strategic Financial Concepts
Texas
$26.3K +$6.44M +110,950 New
GGI
203
Godsey & Gibb Inc
Virginia
$24.9K
CTWM
204
Cherry Tree Wealth Management
Minnesota
$24.6K -$17.1K -294 -41%
IGWM
205
ICA Group Wealth Management
Colorado
$23.5K -$152K -2,616 -87%
JFA
206
JNBA Financial Advisors
Minnesota
$23.5K
MIM
207
Macroview Investment Management
Maryland
$21.4K
KFI
208
Key Financial Inc
Pennsylvania
$21.2K
CTC
209
Central Trust Company
Missouri
$19.7K
PP
210
PrairieView Partners
Minnesota
$18K
Franklin Resources
211
Franklin Resources
California
$17.6K
WOC
212
West Oak Capital
California
$17.6K
CFGS
213
Concourse Financial Group Securities
Alabama
$17.6K
SC
214
Stephens Consulting
Michigan
$15.2K
MFC
215
Morris Financial Concepts
South Carolina
$15.1K
SMA
216
Sage Mountain Advisors
Georgia
$14.8K +$14.6K +252 New
EWP
217
Elevation Wealth Partners
California
$12.4K
SS
218
Sunbelt Securities
Texas
$11.8K
CA
219
CoreCap Advisors
Michigan
$11.6K -$871 -15 -7%
AWM
220
Abound Wealth Management
Tennessee
$9.85K -$523 -9 -5%
US Bancorp
221
US Bancorp
Minnesota
$8.82K -$43.6K -750 -83%
TSWM
222
Tyler-Stone Wealth Management
Ohio
$8.24K
TRCT
223
Tower Research Capital (TRC)
New York
$8.18K +$7.72K +133 +2,217%
RDFA
224
Ritter Daniher Financial Advisory
Ohio
$7.35K
ACA
225
Aptus Capital Advisors
Alabama
$6.53K +$6.45K +111 New

XT Hedge Fund Activity: Q2 2024 in Review

244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2024, worth a combined $2.54B — down 1.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 99 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $5.9M.

  • 244 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $2.54B of iShares Future Exponential Technologies ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2024 and 15 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $35.3M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2024 was Wells Fargo, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2024.