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iShares Future Exponential Technologies ETF

234 hedge funds and large institutions have $2.63B invested in iShares Future Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.54B → $2.63B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.18% less ownership

Funds ownership: 74.92%74.74% (-0.18%)

4% less funds holding

Funds holding: 244234 (-10)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
55
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
201
Franklin Resources
California
$18.5K
CFGS
202
Concourse Financial Group Securities
Alabama
$18.2K
SC
203
Stephens Consulting
Michigan
$15.8K
MFC
204
Morris Financial Concepts
South Carolina
$15.6K
SMA
205
Sage Mountain Advisors
Georgia
$15.3K
EB
206
Eastern Bank
Massachusetts
$13.9K +$13.4K +229 New
EWP
207
Elevation Wealth Partners
California
$12.8K
AFWM
208
Abich Financial Wealth Management
Virginia
$12.6K -$167K -2,844 -93%
SS
209
Sunbelt Securities
Texas
$12.2K
ADL
210
Asset Dedication LLC
California
$10.6K +$10.2K +174 New
AWM
211
Abound Wealth Management
Tennessee
$10.2K
RWPA
212
Richard W. Paul & Associates
Michigan
$9.31K -$47K -800 -84%
US Bancorp
213
US Bancorp
Minnesota
$9.13K
RDFA
214
Ritter Daniher Financial Advisory
Ohio
$7.61K
FFA
215
Farther Finance Advisors
California
$7.55K +$7.28K +124 New
ACA
216
Aptus Capital Advisors
Alabama
$6.76K
GWANC
217
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.76K
FFA
218
Founders Financial Alliance
North Carolina
$6.64K
MSG
219
Main Street Group
Virginia
$6.09K
BL
220
Balentine LLC
Georgia
$4.5K
PSB
221
Piscataqua Savings Bank
New Hampshire
$3.04K
HB
222
Horizon Bancorp
Indiana
$3K -$822 -14 -23%
TRCT
223
Tower Research Capital (TRC)
New York
$2.01K -$6.22K -106 -76%
CPA
224
Clear Point Advisors
New York
$1.84K
VCM
225
Versant Capital Management
Arizona
$1.46K

XT Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2024, worth a combined $2.63B — up 3.7% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XT and 15 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.95M.

  • 234 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2024, down from 244 in Q2 2024.
  • Funds reported $2.63B of iShares Future Exponential Technologies ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2024 and 22 closed out, a net change of -7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $24.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2024.