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iShares Future Exponential Technologies ETF

223 hedge funds and large institutions have $2.08B invested in iShares Future Exponential Technologies ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $1.89B → $2.08B (+$186M)

4% more funds holding

Funds holding: 215223 (+8)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

16.97% less ownership

Funds ownership: 89.38%72.41% (-17%)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
65
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.57B +$98.5M +2,057,928 +7%
BCI
2
Brinker Capital Investments
Pennsylvania
$42.5M -$929K -19,404 -2%
Bank of America
3
Bank of America
North Carolina
$34.2M -$2.9M -60,630 -8%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$31.2M +$5.36M +112,000 +20%
LPL Financial
5
LPL Financial
California
$23.3M +$5.97M +124,627 +34%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$18.5M -$1.34M -28,013 -7%
Wells Fargo
7
Wells Fargo
California
$18.3M +$664K +13,873 +4%
Jane Street
8
Jane Street
New York
$16.2M -$17.7M -369,227 -52%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$15.7M -$1.51M -31,570 -9%
Morgan Stanley
10
Morgan Stanley
New York
$14.5M -$300K -6,261 -2%
AFA
11
Alpha Financial Advisors
North Carolina
$14.3M +$14.4M +301,473 New
Ameriprise
12
Ameriprise
Minnesota
$11.5M +$50.9K +1,064 +0.4%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$11.4M +$2.05M +42,735 +21%
CWP
14
Concord Wealth Partners
Virginia
$10.9M +$1.14M +23,804 +11%
SFP
15
Sweet Financial Partners
Minnesota
$9.47M -$827K -17,282 -8%
DWM
16
Destination Wealth Management
California
$8.92M -$2.31M -48,339 -20%
CAMV
17
Concord Asset Management (Virginia)
Virginia
$7.7M +$1.37M +28,591 +21%
CIAS
18
CFS Investment Advisory Services
New Jersey
$7.63M -$515M -10,756,520 -99%
UBS Group
19
UBS Group
Switzerland
$7.01M -$877K -18,309 -11%
RJA
20
Raymond James & Associates
Florida
$6.51M -$3.88M -80,988 -37%
AC
21
AlphaCore Capital
California
$6.23M +$361K +7,533 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.95M -$256K -5,346 -4%
SIM
23
Stratos Investment Management
Ohio
$5.72M +$891K +18,604 +18%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$5.68M +$74.5K +1,557 +1%
KAS
25
Kestra Advisory Services
Texas
$5.64M -$2.76M -57,546 -33%

XT Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2022, worth a combined $2.08B — up 9.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XT positions and 20 closed out — a net gain of 11 holders — while 65 added to existing stakes and 80 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $98.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $515M.

  • 223 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2022, up from 215 in Q3 2022.
  • Funds reported $2.08B of iShares Future Exponential Technologies ETF stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 31 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2022 and 20 closed out, a net change of +11 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $98.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2022.