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iShares Future Exponential Technologies ETF

245 hedge funds and large institutions have $2.44B invested in iShares Future Exponential Technologies ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 104 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.9% more ownership

Funds ownership: 80.67%82.57% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 249245 (-4)

6% less capital invested

Capital invested by funds: $2.59B → $2.44B (-$154M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

46% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 104

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
245
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
56
Reduced
104
Closed
23
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.97B -$22.6M -369,730 -1%
LPL Financial
2
LPL Financial
California
$41.9M +$2.12M +34,718 +5%
Morgan Stanley
3
Morgan Stanley
New York
$20.1M -$12.6M -205,919 -37%
Bank of America
4
Bank of America
North Carolina
$17.1M -$25.5M -417,721 -58%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$15.5M +$441K +7,210 +3%
UBS Group
6
UBS Group
Switzerland
$15.3M -$6.28M -102,671 -28%
Ameriprise
7
Ameriprise
Minnesota
$15.2M -$6.5M -106,328 -29%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.2M -$79.8K -1,306 -0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$12.1M -$1.54M -25,187 -11%
SIM
10
Stratos Investment Management
Ohio
$12.1M -$211K -3,451 -2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$11.6M -$322K -5,272 -3%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$11.5M -$521K -8,525 -4%
DAS
13
Dynamic Advisor Solutions
Arizona
$9.91M +$611K +9,996 +6%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$9.38M -$265K -4,334 -3%
Jane Street
15
Jane Street
New York
$9.22M +$8.86M +144,876 +947%
Mariner
16
Mariner
Kansas
$8.7M -$916K -14,989 -9%
PCIA
17
Prime Capital Investment Advisors
Kansas
$8.65M +$8.69M +142,117 +1,735%
Betterment LLC
18
Betterment LLC
New York
$8.51M +$863K +14,114 +11%
SWA
19
Stratos Wealth Advisors
Ohio
$7.79M -$166K -2,713 -2%
CIAS
20
CFS Investment Advisory Services
New Jersey
$6.91M -$31.3K -512 -0.4%
SWM
21
Segment Wealth Management
Texas
$6.43M -$490K -8,017 -7%
CCA
22
Clearwater Capital Advisors
Illinois
$6.21M +$126K +2,069 +2%
BCI
23
Brinker Capital Investments
Pennsylvania
$6.06M -$574K -9,394 -8%
OPS
24
Orion Portfolio Solutions
Nebraska
$6.06M -$574K -9,394 -8%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$5.26M -$16.5K -270 -0.3%

XT Hedge Fund Activity: Q1 2025 in Review

245 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2025, worth a combined $2.44B — down 5.9% from $2.59B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of XT and 20 opened new positions — a net loss of 3 holders — while 104 trimmed existing stakes and 56 added.

The largest buyer was Jane Street, adding an estimated $8.86M. The largest seller was Bank of America, cutting an estimated $25.5M.

  • 245 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2025, down from 249 in Q4 2024.
  • Funds reported $2.44B of iShares Future Exponential Technologies ETF stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 20 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2025 and 23 closed out, a net change of -3 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2025 was Jane Street, an estimated $8.86M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2025 was Bank of America, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2025.