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iShares Future Exponential Technologies ETF

212 hedge funds and large institutions have $2.26B invested in iShares Future Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.08B → $2.26B (+$183M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.92% less ownership

Funds ownership: 72.41%71.49% (-0.92%)

5% less funds holding

Funds holding: 223212 (-11)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

40% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 87

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.77B +$24.6M +477,872 +1%
Bank of America
2
Bank of America
North Carolina
$38M -$81.5K -1,586 -0.2%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$30.8M -$3.8M -74,000 -11%
Jane Street
4
Jane Street
New York
$26.6M +$8.32M +161,945 +47%
LPL Financial
5
LPL Financial
California
$26.2M +$248K +4,834 +1%
Wells Fargo
6
Wells Fargo
California
$20.3M -$140K -2,726 -0.7%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$17.4M -$148K -2,884 -0.9%
AFA
8
Alpha Financial Advisors
North Carolina
$17M +$1.13M +22,041 +7%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$13.2M +$429K +8,342 +3%
Ameriprise
10
Ameriprise
Minnesota
$12.8M -$33.8K -657 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$11.5M -$4.48M -87,253 -29%
CWP
12
Concord Wealth Partners
Virginia
$11.3M -$874K -16,999 -7%
SFP
13
Sweet Financial Partners
Minnesota
$10.5M -$33.4K -650 -0.3%
CAMV
14
Concord Asset Management (Virginia)
Virginia
$9.65M +$1.06M +20,652 +13%
Mariner
15
Mariner
Kansas
$9.51M +$3.91M +76,122 +73%
CIAS
16
CFS Investment Advisory Services
New Jersey
$8.44M -$50.3K -978 -0.6%
ACS
17
Archford Capital Strategies
Illinois
$7.29M +$1.79M +34,833 +32%
RJA
18
Raymond James & Associates
Florida
$7.1M -$148K -2,884 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.86M +$225K +4,380 +3%
SIM
20
Stratos Investment Management
Ohio
$6.61M +$241K +4,685 +4%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$6.4M +$71.7K +1,396 +1%
AC
22
AlphaCore Capital
California
$6.37M -$554K -10,772 -8%
UBS Group
23
UBS Group
Switzerland
$6.33M -$1.44M -27,970 -19%
DAS
24
Dynamic Advisor Solutions
Arizona
$6.25M +$4.49M +87,296 +279%
ECM
25
Evergreen Capital Management
Washington
$6.23M +$797K +15,510 +15%

XT Hedge Fund Activity: Q1 2023 in Review

212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2023, worth a combined $2.26B — up 8.8% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XT and 15 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 52 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.6M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $42.5M sold.

  • 212 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2023, down from 223 in Q4 2022.
  • Funds reported $2.26B of iShares Future Exponential Technologies ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2023 and 21 closed out, a net change of -6 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $24.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2023 was Brinker Capital Investments, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2023.