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iShares Future Exponential Technologies ETF

222 hedge funds and large institutions have $2.06B invested in iShares Future Exponential Technologies ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 239222 (-17)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less capital invested

Capital invested by funds: $2.57B → $2.06B (-$500M)

19.92% less ownership

Funds ownership: 90.89%70.97% (-20%)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.15%
New
24
Increased
58
Reduced
86
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.46B +$42.9M +825,962 +3%
HSA
2
HBK Sorce Advisory
Pennsylvania
$50.3M +$604K +11,633 +1%
BCI
3
Brinker Capital Investments
Pennsylvania
$45.7M -$1.47M -28,370 -3%
Bank of America
4
Bank of America
North Carolina
$42.7M -$5.56M -107,153 -11%
Jane Street
5
Jane Street
New York
$38.6M +$35M +674,580 +519%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$28.8M -$5.03M -97,000 -14%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$26.9M -$4.98K -96 -0%
Wells Fargo
8
Wells Fargo
California
$21.1M -$8.16M -157,233 -26%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$19.1M +$362K +6,975 +2%
Morgan Stanley
10
Morgan Stanley
New York
$18.3M -$1.37M -26,368 -6%
LPL Financial
11
LPL Financial
California
$15M +$5.28M +101,670 +48%
CWP
12
Concord Wealth Partners
Virginia
$13M -$2.35M -45,316 -14%
DWM
13
Destination Wealth Management
California
$12.6M -$2.63M -50,584 -16%
CIAS
14
CFS Investment Advisory Services
New Jersey
$12M -$723M -13,924,871 -98%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$11.9M +$1.58M +30,425 +14%
Ameriprise
16
Ameriprise
Minnesota
$11M +$1.6M +30,794 +15%
SFP
17
Sweet Financial Partners
Minnesota
$10.5M -$207K -3,991 -2%
UBS Group
18
UBS Group
Switzerland
$10.3M -$10.5M -202,540 -48%
CAMV
19
Concord Asset Management (Virginia)
Virginia
$8.98M -$1.39M -26,802 -13%
CGA
20
Crescent Grove Advisors
Illinois
$8.68M +$124K +2,395 +1%
KAS
21
Kestra Advisory Services
Texas
$8.43M -$914K -17,603 -9%
RJA
22
Raymond James & Associates
Florida
$7.89M +$220K +4,247 +3%
VCS
23
Vaughan & Co Securities
New Jersey
$7.4M -$896K -17,260 -10%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.84M -$3.03M -58,357 -29%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.91M -$12.9M -248,182 -67%

XT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2022, worth a combined $2.06B — down 20% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of XT and 24 opened new positions — a net loss of 17 holders — while 86 trimmed existing stakes and 58 added.

The largest buyer was Financial Engines Advisors, adding an estimated $42.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $723M.

  • 222 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2022, down from 239 in Q1 2022.
  • Funds reported $2.06B of iShares Future Exponential Technologies ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 24 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2022 and 41 closed out, a net change of -17 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $42.9M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $723M sold.

Based on aggregated 13F filings for Q2 2022.