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iShares Future Exponential Technologies ETF

220 hedge funds and large institutions have $2.59B invested in iShares Future Exponential Technologies ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

17% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $2.26B → $2.59B (+$327M)

6.19% more ownership

Funds ownership: 71.49%77.68% (+6.2%)

4% more funds holding

Funds holding: 212220 (+8)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
77
Reduced
66
Closed
17
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.86B -$7.79M -147,781 -0.4%
BCI
2
Brinker Capital Investments
Pennsylvania
$95.6M +$90.6M +1,719,271 New
OPS
3
Orion Portfolio Solutions
Nebraska
$95.6M +$90.6M +1,719,271 New
Bank of America
4
Bank of America
North Carolina
$40.8M +$689K +13,076 +2%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$27.5M -$4.76M -90,380 -15%
LPL Financial
6
LPL Financial
California
$26.7M -$889K -16,869 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.2M +$239K +4,540 +1%
Wells Fargo
8
Wells Fargo
California
$20M -$1.27M -24,105 -6%
AFA
9
Alpha Financial Advisors
North Carolina
$18.9M +$831K +15,768 +5%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$18.3M -$8.96K -170 -0.1%
Jane Street
11
Jane Street
New York
$17.5M -$9.99M -189,505 -38%
Mariner
12
Mariner
Kansas
$14.6M +$4.36M +82,734 +46%
Ameriprise
13
Ameriprise
Minnesota
$13.3M -$229K -4,345 -2%
SFP
14
Sweet Financial Partners
Minnesota
$11M -$81K -1,537 -0.8%
Morgan Stanley
15
Morgan Stanley
New York
$10.7M -$1.34M -25,414 -12%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$10.6M -$3.1M -58,884 -24%
GG
17
Greenwood Gearhart
Arkansas
$9.54M +$9.04M +171,550 New
CWP
18
Concord Wealth Partners
Virginia
$9M -$2.74M -51,948 -24%
CIAS
19
CFS Investment Advisory Services
New Jersey
$8.67M -$226K -4,285 -3%
ACS
20
Archford Capital Strategies
Illinois
$8.28M +$158K +3,002 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$7.98M +$4.67M +88,674 +162%
SWM
22
Segment Wealth Management
Texas
$7.47M +$1.08M +20,488 +18%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.3M +$68.2K +1,294 +1%
CAMV
24
Concord Asset Management (Virginia)
Virginia
$7.29M -$2.75M -52,152 -28%
SIM
25
Stratos Investment Management
Ohio
$7.09M +$111K +2,107 +2%

XT Hedge Fund Activity: Q2 2023 in Review

220 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2023, worth a combined $2.59B — up 14% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XT positions and 17 closed out — a net gain of 10 holders — while 77 added to existing stakes and 66 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $90.6M. The largest seller was Jane Street, cutting an estimated $9.99M.

  • 220 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2023, up from 212 in Q1 2023.
  • Funds reported $2.59B of iShares Future Exponential Technologies ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 27 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2023 and 17 closed out, a net change of +10 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $90.6M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2023 was Jane Street, an estimated $9.99M sold.

Based on aggregated 13F filings for Q2 2023.