We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

247 hedge funds and large institutions have $2.58B invested in iShares Future Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

821% more call options, than puts

Call options by funds: $608K | Put options by funds: $66K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 245247 (+2)

0.19% less ownership

Funds ownership: 74.73%74.54% (-0.19%)

2% less capital invested

Capital invested by funds: $2.62B → $2.58B (-$40.6M)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 92

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.98B -$14.8M -251,818 -0.8%
LPL Financial
2
LPL Financial
California
$45.4M +$4.4M +74,894 +11%
Bank of America
3
Bank of America
North Carolina
$42.4M -$1.24M -21,079 -3%
Ameriprise
4
Ameriprise
Minnesota
$25.4M +$10.7M +182,318 +75%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.8M -$267K -4,549 -1%
UBS Group
6
UBS Group
Switzerland
$23.8M +$16M +272,364 +216%
AFA
7
Alpha Financial Advisors
North Carolina
$21.7M +$516K +8,781 +2%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$20M -$294K -5,000 -1%
Morgan Stanley
9
Morgan Stanley
New York
$19M -$15M -256,005 -45%
Wells Fargo
10
Wells Fargo
California
$15M -$2.33M -39,752 -14%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$14.8M -$7.04M -120,000 -33%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$12.8M -$788K -13,414 -6%
Mariner
13
Mariner
Kansas
$12.4M -$903K -15,374 -7%
SFP
14
Sweet Financial Partners
Minnesota
$11.4M -$222K -3,777 -2%
DAS
15
Dynamic Advisor Solutions
Arizona
$10.4M +$668K +11,386 +7%
AC
16
AlphaCore Capital
California
$9.46M +$730K +12,437 +9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.34M -$408K -6,952 -4%
SIM
18
Stratos Investment Management
Ohio
$9.16M -$75.7K -1,289 -0.8%
SWA
19
Stratos Wealth Advisors
Ohio
$8.76M +$357K +6,081 +4%
BCI
20
Brinker Capital Investments
Pennsylvania
$8.22M -$4.22M -71,836 -34%
OPS
21
Orion Portfolio Solutions
Nebraska
$8.22M -$4.22M -71,836 -34%
SWM
22
Segment Wealth Management
Texas
$7.73M -$4.17K -71 -0.1%
Betterment LLC
23
Betterment LLC
New York
$7.45M -$226K -3,845 -3%
CIAS
24
CFS Investment Advisory Services
New Jersey
$7.38M -$289K -4,926 -4%
ACS
25
Archford Capital Strategies
Illinois
$7.01M -$1.25M -21,209 -15%

XT Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2024, worth a combined $2.58B — down 1.6% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 19 closed out — a net gain of 4 holders — while 65 added to existing stakes and 92 trimmed.

The largest buyer was UBS Group, adding an estimated $16M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 247 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $2.58B of iShares Future Exponential Technologies ETF stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2024 and 19 closed out, a net change of +4 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2024 was UBS Group, an estimated $16M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2024.