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iShares Future Exponential Technologies ETF

225 hedge funds and large institutions have $2.74B invested in iShares Future Exponential Technologies ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 55

7% more funds holding

Funds holding: 210225 (+15)

0% more capital invested

Capital invested by funds: $2.73B → $2.74B (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.06% less ownership

Funds ownership: 71.7%69.64% (-2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
225
Holders Change
+15
Holders Change %
+7.14%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
26
Increased
90
Reduced
55
Closed
8
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.7B +$4.53M +70,274 +0.3%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$107M +$6.13M +95,125 +6%
Bank of America
3
Bank of America
North Carolina
$68M +$2.54M +39,400 +4%
HSA
4
HBK Sorce Advisory
Pennsylvania
$56M +$2.6M +40,327 +5%
BCI
5
Brinker Capital Investments
Pennsylvania
$55.4M -$18.7M -290,936 -25%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$50.9M -$4M -62,000 -7%
Wells Fargo
7
Wells Fargo
California
$42.8M +$990K +15,361 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$40.7M -$5.08M -78,893 -11%
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$34.6M -$751K -11,657 -2%
DWM
10
Destination Wealth Management
California
$33.8M +$1.42M +21,996 +4%
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$30.8M +$2.11M +32,779 +7%
UBS Group
12
UBS Group
Switzerland
$30.3M -$388K -6,028 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$30.1M -$380K -5,901 -1%
SW
14
SVB Wealth
Massachusetts
$24M +$901K +13,987 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$22.8M +$169K +2,617 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$21.2M +$2.78M +43,108 +15%
CF
17
Corrigan Financial
Rhode Island
$17M +$184K +2,850 +1%
BCM
18
Brookstone Capital Management
Illinois
$16M +$3.62M +56,158 +28%
CWP
19
Concord Wealth Partners
Virginia
$15.6M -$2.62M -40,644 -14%
CIAS
20
CFS Investment Advisory Services
New Jersey
$14.5M +$14.9M +230,675 New
BPWM
21
Badgley Phelps Wealth Managers
Washington
$12.8M +$13.2M +204,155 New
LPL Financial
22
LPL Financial
California
$12.4M +$1.79M +27,827 +16%
Ameriprise
23
Ameriprise
Minnesota
$12M -$623K -9,667 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11.7M +$1.86M +28,838 +18%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$11.4M +$1.3M +20,100 +12%

XT Hedge Fund Activity: Q3 2021 in Review

225 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2021, worth a combined $2.74B — up 0.46% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XT positions and 8 closed out — a net gain of 18 holders — while 90 added to existing stakes and 55 trimmed.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $14.9M. The largest seller was Brinker Capital Investments, cutting an estimated $18.7M.

  • 225 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2021, up from 210 in Q2 2021.
  • Funds reported $2.74B of iShares Future Exponential Technologies ETF stock for Q3 2021, up 0.46% quarter-over-quarter.
  • 26 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $14.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.