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iShares Future Exponential Technologies ETF

209 hedge funds and large institutions have $2.43B invested in iShares Future Exponential Technologies ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 35

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 184209 (+25)

5% more capital invested

Capital invested by funds: $2.31B → $2.43B (+$126M)

0.32% less ownership

Funds ownership: 74.31%73.99% (-0.32%)

Holders
209
Holders Change
+25
Holders Change %
+13.59%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
38
Increased
88
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.55B -$62M -1,042,355 -4%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$88.2M -$1.03M -17,357 -1%
BCI
3
Brinker Capital Investments
Pennsylvania
$71.4M -$27.8M -468,070 -28%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$61.1M +$37.1M +624,400 +153%
Bank of America
5
Bank of America
North Carolina
$54.8M +$7.71M +129,612 +16%
HSA
6
HBK Sorce Advisory
Pennsylvania
$42.7M +$40.5M +680,480 +1,682%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$41.8M -$18.1M -304,785 -30%
Wells Fargo
8
Wells Fargo
California
$39.6M +$6.76M +113,709 +20%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$30.3M -$342K -5,744 -1%
UBS Group
10
UBS Group
Switzerland
$27.8M +$9.37M +157,508 +50%
Bank Julius Baer & Co
11
Bank Julius Baer & Co
Switzerland
$27M +$743K +12,502 +3%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$23.2M +$3.44M +57,875 +17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$21M -$263K -4,429 -1%
SW
14
SVB Wealth
Massachusetts
$20.3M +$1.38M +23,257 +7%
Morgan Stanley
15
Morgan Stanley
New York
$20M +$238K +3,998 +1%
Ameriprise
16
Ameriprise
Minnesota
$18.7M -$761K -12,805 -4%
CF
17
Corrigan Financial
Rhode Island
$14.9M +$14.9M +250,779 New
CWP
18
Concord Wealth Partners
Virginia
$13.3M +$13.2M +222,222 +8,654%
BPB
19
Badgley, Phelps & Bell
Washington
$11.3M +$845K +14,208 +8%
HHRDM
20
H&H Retirement Design & Management
Nevada
$10.9M +$10.6M +177,657 New
TFA
21
Tobias Financial Advisors
Florida
$10.6M -$832K -13,986 -7%
CGA
22
Crescent Grove Advisors
Illinois
$9.97M +$875K +14,708 +10%
LPL Financial
23
LPL Financial
California
$9.93M +$1.81M +30,520 +22%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$9.47M -$3.29M -55,263 -26%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.88M -$2.07M -34,793 -19%

XT Hedge Fund Activity: Q1 2021 in Review

209 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2021, worth a combined $2.43B — up 5.5% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XT positions and 11 closed out — a net gain of 27 holders — while 88 added to existing stakes and 35 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $40.5M. The largest seller was Financial Engines Advisors, cutting an estimated $62M.

  • 209 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $2.43B of iShares Future Exponential Technologies ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2021 and 11 closed out, a net change of +27 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2021 was HBK Sorce Advisory, an estimated $40.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.