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iShares Future Exponential Technologies ETF

239 hedge funds and large institutions have $2.57B invested in iShares Future Exponential Technologies ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.94% more ownership

Funds ownership: 70.95%90.89% (+20%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

4% less funds holding

Funds holding: 250239 (-11)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less capital invested

Capital invested by funds: $3.01B → $2.57B (-$444M)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
239
Holders Change
-11
Holders Change %
-4.4%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
74
Reduced
76
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.75B +$107M +1,820,253 +7%
HSA
2
HBK Sorce Advisory
Pennsylvania
$61.3M +$6.09M +103,627 +11%
Bank of America
3
Bank of America
North Carolina
$58.9M -$6.38M -108,438 -10%
BCI
4
Brinker Capital Investments
Pennsylvania
$57.9M -$1.27M -21,539 -2%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$41.2M -$2.83M -48,200 -6%
Wells Fargo
6
Wells Fargo
California
$35.2M -$1.89M -32,230 -5%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$26.9M -$2.62M -44,582 -9%
UBS Group
8
UBS Group
Switzerland
$24.7M -$5.68M -96,562 -19%
Morgan Stanley
9
Morgan Stanley
New York
$24.1M -$2.22M -37,821 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$23.2M -$1.09M -18,561 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$21.9M -$16.9M -288,204 -44%
NW
12
NewEdge Wealth
Pennsylvania
$20.2M +$425K +7,235 +2%
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$19.9M -$81.4M -1,384,195 -80%
CWP
14
Concord Wealth Partners
Virginia
$18.7M +$449K +7,636 +2%
DWM
15
Destination Wealth Management
California
$18.5M -$13.8M -235,327 -43%
Osaic Holdings
16
Osaic Holdings
Arizona
$13.3M -$1.84M -31,217 -24%
SFP
17
Sweet Financial Partners
Minnesota
$13.2M -$5.49M -93,388 -29%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$12.9M +$563K +9,576 +5%
CAMV
19
Concord Asset Management (Virginia)
Virginia
$12.6M +$658K +11,187 +6%
LPL Financial
20
LPL Financial
California
$12.4M -$378K -6,431 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11.9M -$400K -6,802 -3%
Ameriprise
22
Ameriprise
Minnesota
$11.8M +$796K +13,538 +7%
KAS
23
Kestra Advisory Services
Texas
$11.4M +$1.19M +20,204 +12%
CGA
24
Crescent Grove Advisors
Illinois
$10.5M -$15.5K -264 -0.1%
VCS
25
Vaughan & Co Securities
New Jersey
$10.1M +$1.54M +26,269 +18%

XT Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2022, worth a combined $2.57B — down 15% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of XT and 24 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 74 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $819M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $81.4M.

  • 239 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2022, down from 250 in Q4 2021.
  • Funds reported $2.57B of iShares Future Exponential Technologies ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2022 and 32 closed out, a net change of -8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $819M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2022.