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iShares Future Exponential Technologies ETF

226 hedge funds and large institutions have $2.32B invested in iShares Future Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

3% more funds holding

Funds holding: 220226 (+6)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less ownership

Funds ownership: 77.68%74.69% (-3%)

10% less capital invested

Capital invested by funds: $2.59B → $2.32B (-$268M)

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
Net Calls
+$1.81M
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.75B -$3.09M -56,178 -0.2%
BCI
2
Brinker Capital Investments
Pennsylvania
$45M -$47.2M -857,974 -50%
OPS
3
Orion Portfolio Solutions
Nebraska
$45M -$47.2M -857,974 -50%
Bank of America
4
Bank of America
North Carolina
$40.3M +$2.16M +39,183 +5%
LPL Financial
5
LPL Financial
California
$35.4M +$10.8M +196,003 +41%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$22.6M -$3.33M -60,500 -12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21M +$143K +2,594 +0.6%
Wells Fargo
8
Wells Fargo
California
$17.9M -$945K -17,179 -5%
AFA
9
Alpha Financial Advisors
North Carolina
$17.9M +$202K +3,677 +1%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$17.7M +$576K +10,472 +3%
Mariner
11
Mariner
Kansas
$13.2M -$551K -10,017 -4%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$13.2M +$3.4M +61,713 +32%
Ameriprise
13
Ameriprise
Minnesota
$13.2M +$793K +14,416 +6%
Morgan Stanley
14
Morgan Stanley
New York
$10.4M +$384K +6,981 +4%
SFP
15
Sweet Financial Partners
Minnesota
$10.2M -$93.4K -1,697 -0.9%
GG
16
Greenwood Gearhart
Arkansas
$9.01M +$54.6K +993 +0.6%
SIM
17
Stratos Investment Management
Ohio
$8M +$1.41M +25,688 +20%
DAS
18
Dynamic Advisor Solutions
Arizona
$7.96M +$1.55M +28,146 +23%
CWP
19
Concord Wealth Partners
Virginia
$7.7M -$786K -14,287 -9%
ACS
20
Archford Capital Strategies
Illinois
$7.45M -$153K -2,788 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$7.29M -$210K -3,820 -3%
AC
22
AlphaCore Capital
California
$6.96M +$478K +8,689 +7%
CIAS
23
CFS Investment Advisory Services
New Jersey
$6.9M -$1.31M -23,746 -15%
SWM
24
Segment Wealth Management
Texas
$6.85M -$166K -3,015 -2%
CAMV
25
Concord Asset Management (Virginia)
Virginia
$6.38M -$490K -8,900 -7%

XT Hedge Fund Activity: Q3 2023 in Review

226 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2023, worth a combined $2.32B — down 10% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XT positions and 19 closed out — a net gain of 8 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.8M. The largest seller was Brinker Capital Investments, cutting an estimated $47.2M.

  • 226 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $2.32B of iShares Future Exponential Technologies ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 27 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2023 and 19 closed out, a net change of +8 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2023 was LPL Financial, an estimated $10.8M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2023.