iShares Future Exponential Technologies ETF
249 hedge funds and large institutions have $2.59B invested in iShares Future Exponential Technologies ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 14 closing their positions.
150% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 14
6% more funds holding
Funds holding: 234 → 249 (+15)
5.93% more ownership
Funds ownership: 74.74% → 80.67% (+5.9%)
2% less capital invested
Capital invested by funds: $2.63B → $2.59B (-$40.4M)
5% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 80
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$27.4M |
| 2 |
Morgan Stanley
New York
|
+$13.5M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$12.3M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$11.1M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Alpha Financial Advisors
Charlotte,
North Carolina
|
-$20.4M |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
-$8.97M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.62M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.55M |
| 5 |
Jane Street
New York
|
-$5.09M |
XT Hedge Fund Activity: Q4 2024 in Review
249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q4 2024, worth a combined $2.59B — down 1.5% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new XT positions and 14 closed out — a net gain of 21 holders — while 76 added to existing stakes and 80 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $27.4M. The largest seller was Alpha Financial Advisors, cutting an estimated $20.4M.
- 249 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q4 2024, up from 234 in Q3 2024.
- Funds reported $2.59B of iShares Future Exponential Technologies ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
- 35 funds opened new iShares Future Exponential Technologies ETF positions in Q4 2024 and 14 closed out, a net change of +21 holders.
- The largest iShares Future Exponential Technologies ETF buyer in Q4 2024 was Financial Engines Advisors, an estimated $27.4M added.
- The largest iShares Future Exponential Technologies ETF seller in Q4 2024 was Alpha Financial Advisors, an estimated $20.4M sold.
Based on aggregated 13F filings for Q4 2024.