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iShares Future Exponential Technologies ETF

234 hedge funds and large institutions have $2.63B invested in iShares Future Exponential Technologies ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.54B → $2.63B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.18% less ownership

Funds ownership: 74.92%74.74% (-0.18%)

4% less funds holding

Funds holding: 244234 (-10)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
55
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.08B +$24.5M +417,506 +1%
Bank of America
2
Bank of America
North Carolina
$44.9M +$1.65M +28,096 +4%
LPL Financial
3
LPL Financial
California
$42.6M -$2.96M -50,453 -7%
Ameriprise
4
Ameriprise
Minnesota
$28.1M +$1.18M +20,095 +5%
UBS Group
5
UBS Group
Switzerland
$22.8M +$2.41M +41,062 +12%
AFA
6
Alpha Financial Advisors
North Carolina
$22.6M +$252K +4,289 +1%
Morgan Stanley
7
Morgan Stanley
New York
$20.2M -$65.3K -1,113 -0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.2M -$7.95M -135,423 -32%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$15.6M -$1.74M -29,554 -10%
SWA
10
Stratos Wealth Advisors
Ohio
$12.5M +$3.32M +56,514 +38%
SFP
11
Sweet Financial Partners
Minnesota
$11.5M -$62.3K -1,062 -0.6%
SIM
12
Stratos Investment Management
Ohio
$11.2M +$1.71M +29,058 +19%
AC
13
AlphaCore Capital
California
$10.6M +$463K +7,888 +5%
Wells Fargo
14
Wells Fargo
California
$10M +$855K +14,567 +10%
Mariner
15
Mariner
Kansas
$9.99M -$803K -13,679 -8%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$9.99M -$2.61M -44,508 -21%
DAS
17
Dynamic Advisor Solutions
Arizona
$9.81M -$302K -5,144 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$9.52M +$148K +2,529 +2%
Betterment LLC
19
Betterment LLC
New York
$8.07M +$398K +6,783 +5%
SWM
20
Segment Wealth Management
Texas
$7.55M -$347K -5,911 -5%
CIAS
21
CFS Investment Advisory Services
New Jersey
$7.43M -$84.8K -1,444 -1%
ACS
22
Archford Capital Strategies
Illinois
$7.2M +$191K +3,249 +3%
BCI
23
Brinker Capital Investments
Pennsylvania
$7.15M -$862K -14,677 -11%
OPS
24
Orion Portfolio Solutions
Nebraska
$7.15M -$862K -14,677 -11%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$6.75M +$256K +4,359 +4%

XT Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2024, worth a combined $2.63B — up 3.7% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XT and 15 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Financial Engines Advisors, adding an estimated $24.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.95M.

  • 234 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2024, down from 244 in Q2 2024.
  • Funds reported $2.63B of iShares Future Exponential Technologies ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 15 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2024 and 22 closed out, a net change of -7 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $24.5M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2024.