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iShares Future Exponential Technologies ETF

244 hedge funds and large institutions have $2.54B invested in iShares Future Exponential Technologies ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0.38% more ownership

Funds ownership: 74.54%74.92% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $2.58B → $2.54B (-$38.5M)

1% less funds holding

Funds holding: 247244 (-3)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 99

Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
17
Increased
66
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.99B +$35.3M +607,900 +2%
LPL Financial
2
LPL Financial
California
$44.1M -$715K -12,307 -2%
Bank of America
3
Bank of America
North Carolina
$41.7M -$74.2K -1,278 -0.2%
Ameriprise
4
Ameriprise
Minnesota
$26M +$925K +15,926 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.6M +$45.2K +779 +0.2%
AFA
6
Alpha Financial Advisors
North Carolina
$21.6M +$165K +2,843 +0.8%
UBS Group
7
UBS Group
Switzerland
$19.7M -$3.75M -64,486 -16%
Morgan Stanley
8
Morgan Stanley
New York
$19.6M +$873K +15,038 +5%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$16.8M -$2.87M -49,464 -15%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$12.3M -$312K -5,379 -3%
SFP
11
Sweet Financial Partners
Minnesota
$11.2M -$48K -827 -0.4%
Mariner
12
Mariner
Kansas
$10.5M -$1.75M -30,129 -14%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$10.1M -$4.48M -77,200 -31%
DAS
14
Dynamic Advisor Solutions
Arizona
$9.79M -$427K -7,348 -4%
AC
15
AlphaCore Capital
California
$9.74M +$398K +6,849 +4%
SIM
16
Stratos Investment Management
Ohio
$9.07M +$33.9K +583 +0.4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.05M -$166K -2,854 -2%
Wells Fargo
18
Wells Fargo
California
$8.81M -$5.9M -101,604 -40%
SWA
19
Stratos Wealth Advisors
Ohio
$8.78M +$135K +2,318 +2%
BCI
20
Brinker Capital Investments
Pennsylvania
$7.78M -$331K -5,691 -4%
OPS
21
Orion Portfolio Solutions
Nebraska
$7.78M -$331K -5,691 -4%
SWM
22
Segment Wealth Management
Texas
$7.65M +$21.1K +363 +0.3%
Betterment LLC
23
Betterment LLC
New York
$7.4M +$46.7K +804 +0.6%
CIAS
24
CFS Investment Advisory Services
New Jersey
$7.26M -$17.3K -297 -0.2%
ACS
25
Archford Capital Strategies
Illinois
$6.69M -$226K -3,897 -3%

XT Hedge Fund Activity: Q2 2024 in Review

244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q2 2024, worth a combined $2.54B — down 1.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XT positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 99 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $5.9M.

  • 244 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $2.54B of iShares Future Exponential Technologies ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 17 funds opened new iShares Future Exponential Technologies ETF positions in Q2 2024 and 15 closed out, a net change of +2 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $35.3M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q2 2024 was Wells Fargo, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2024.