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iShares Future Exponential Technologies ETF

250 hedge funds and large institutions have $3.01B invested in iShares Future Exponential Technologies ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

120% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 50

11% more funds holding

Funds holding: 225250 (+25)

10% more capital invested

Capital invested by funds: $2.74B → $3.01B (+$269M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.31% more ownership

Funds ownership: 69.64%70.95% (+1.3%)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
3.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
45
Increased
110
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.83B +$40.8M +625,875 +2%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$114M +$1.4M +21,529 +1%
Bank of America
3
Bank of America
North Carolina
$73.1M +$1.4M +21,497 +2%
BCI
4
Brinker Capital Investments
Pennsylvania
$66.3M +$7.77M +119,301 +14%
HSA
5
HBK Sorce Advisory
Pennsylvania
$61.7M +$2.7M +41,499 +5%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$49.3M -$4.23M -65,000 -8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$43.6M +$692K +10,616 +2%
Wells Fargo
8
Wells Fargo
California
$41.5M -$3.52M -54,033 -8%
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$39.3M +$2.81M +43,117 +8%
DWM
10
Destination Wealth Management
California
$36.2M +$604K +9,279 +2%
UBS Group
11
UBS Group
Switzerland
$34M +$2.06M +31,594 +7%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$33M +$596K +9,145 +2%
Morgan Stanley
13
Morgan Stanley
New York
$29.4M +$7.04M +107,993 +32%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$27.2M +$3.08M +47,211 +13%
NW
15
NewEdge Wealth
Pennsylvania
$22.1M +$21.8M +334,128 New
SFP
16
Sweet Financial Partners
Minnesota
$21M +$20.7M +317,163 New
CWP
17
Concord Wealth Partners
Virginia
$20.5M +$3.98M +61,121 +25%
CF
18
Corrigan Financial
Rhode Island
$18.2M +$336K +5,158 +2%
BCM
19
Brookstone Capital Management
Illinois
$18.1M +$2.12M +32,610 +13%
BPWM
20
Badgley Phelps Wealth Managers
Washington
$14.4M +$872K +13,387 +7%
LPL Financial
21
LPL Financial
California
$14.3M +$1.24M +19,069 +10%
CIAS
22
CFS Investment Advisory Services
New Jersey
$14.1M +$476K +7,306 +3%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$13.8M +$1.75M +26,825 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.7M +$1.4M +21,485 +12%
CAMV
25
Concord Asset Management (Virginia)
Virginia
$13.4M +$13.2M +203,045 New

XT Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2021, worth a combined $3.01B — up 9.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XT positions and 17 closed out — a net gain of 28 holders — while 110 added to existing stakes and 50 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $40.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.8M.

  • 250 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2021, up from 225 in Q3 2021.
  • Funds reported $3.01B of iShares Future Exponential Technologies ETF stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 45 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2021 and 17 closed out, a net change of +28 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $40.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2021.