iShares Exponential Technologies

XT • NASDAQ

iShares Exponential Technologies is an exchange-traded fund on NASDAQ. As of Q3 2025, 262 institutional investors hold shares in this ETF, with total holdings valued at $3.0B. Financial Engines Advisors L.L.C. is the largest holder with a position valued at $2.4B.

Overview

Overview of institutional ownership in XT as of Q3 2025

All Institutions

Institutions: 262
Value Held: $3.0B
Shares Held: 41.3M
Avg Position: $11.4M
Median Position: $450.5K

Hedge Funds

Hedge Funds: 5
Value Held: $3.0M
Shares Held: 41.1K
Avg Position: $593.2K
Median Position: $335.8K

Biggest Investors

Institutions with the largest positions in XT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
F Financial Engines Advisors L.L.C. Institution	-	$2.4B 4.55% of portfolio	33.2M shares	Q4 2018 Held for 6y 11m	$52.4B
L LPL Financial LLC Institution	-	$44.8M 0.01% of portfolio	623.2K shares	Q2 2015 Held for 10y 5m	$340.07B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$44.4M 0.01% of portfolio	615.6K shares	Q2 2017 Held for 8y 5m	$433.11B
Baird Financial Group, Inc. Private Equity	Paul Lee Schultz General Counsel	$38.6M 0.06% of portfolio	536.1K shares	Q1 2022 Held for 3y 8m	$62.0B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$20.5M 0.00% of portfolio	284.8K shares	Q3 2015 Held for 10y 2m	$1.33T
UBS Group AG Institution	Sergio P. Ermotti CEO	$19.8M 0.00% of portfolio	274.8K shares	Q2 2016 Held for 9y 5m	$511.54B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$18.2M 0.03% of portfolio	252.3K shares	Q4 2017 Held for 7y 11m	$71.1B
Wealthcare Advisory Partners LLC RIA/Wealth	Matthew Thomas Regan President	$17.8M 0.37% of portfolio	247.1K shares	Q1 2021 Held for 4y 8m	$4.8B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$17.5M 0.00% of portfolio	242.8K shares	Q2 2015 Held for 10y 5m	$1.65T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$15.1M 0.00% of portfolio	210.2K shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for XT in Q3 2025

Net Flow: −$104.8M
Buyers: 72
Sellers: 102
Total Bought: +$47.5M
Total Sold: −$152.3M
Avg Position: $11.7M

Biggest Buyers

Institution	Net Bought	Current Position
Baird Financial Group, Inc. Private Equity	+$17.5M +243.5K shares	$38.6M 536.1K shares
RFG Advisory Group, LLC RIA/Wealth	+$5.6M +77.8K shares	$5.8M 80.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$5.3M +74.1K shares	$5.3M 74.1K shares
F FLOW TRADERS U.S. LLC Institution	+$4.3M +60.2K shares	$4.3M 60.2K shares
Cetera Investment Advisers RIA/Wealth	+$2.5M +34.6K shares	$3.5M 49.3K shares
Strategic Wealth Designers RIA/Wealth	+$2.2M +30.2K shares	$2.3M 32.3K shares
GOLDMAN SACHS GROUP INC Institution	+$1.4M +19.7K shares	$1.7M 23.2K shares
BSC PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	+$1.1M +14.7K shares	$9.1M 126.4K shares
UBS Group AG Institution	+$825.9K +11.5K shares	$19.8M 274.8K shares
HPM Partners LLC RIA/Wealth	+$528.3K +7.3K shares	$1.7M 23.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
F Financial Engines Advisors L.L.C. Institution	−$104.5M −1.5M shares	$2.4B 33.2M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$12.7M −195.4K shares	Sold Off 0 shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	−$10.2M −141.6K shares	$9.1M 126.4K shares
L LPL Financial LLC Institution	−$4.6M −63.4K shares	$44.8M 623.2K shares
Segment Wealth Management, LLC RIA/Wealth	−$2.5M −34.3K shares	$5.3M 73.9K shares
MORGAN STANLEY RIA/Wealth	−$2.3M −32.1K shares	$17.5M 242.8K shares
AMERIPRISE FINANCIAL INC Institution	−$1.9M −26.0K shares	$44.4M 615.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.6M −24.7K shares	Sold Off 0 shares
BostonPremier Wealth LLC RIA/Wealth	−$871.1K −12.1K shares	$518.0K 7.2K shares
A Atlas Private Wealth Advisors RIA/Wealth	−$830.6K −11.5K shares	$2.5M 35.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited XT in Q3 2025

New Positions: 17
New Value: $6.4M
Exited Positions: 21
Exited Value: $16.7M

New Positions

Institution	Position Value
Lido Advisors, LLC RIA/Wealth	$2.3M 32.1K shares
T Traynor Capital Management, Inc. RIA/Wealth	$1.1M 15.4K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$800.7K 11.1K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	$595.9K 8.3K shares
C CI Private Wealth, LLC RIA/Wealth	$374.0K 5.2K shares
Buckingham Strategic Partners RIA/Wealth	$260.5K 3.5K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	$235.6K 3.3K shares
Rinkey Investments RIA/Wealth	$235.0K 3.3K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$220.9K 3.1K shares
R Russell Investments Group, Ltd. RIA/Wealth	$83.4K 1.2K shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$12.7M 195.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$1.6M 24.7K shares
G GTS SECURITIES LLC Institution	$400.9K 6.1K shares
P PFG Private Wealth Management, LLC RIA/Wealth	$281.2K 4.3K shares
T TD Waterhouse Canada Inc. Institution	$263.4K 4.1K shares
C Concord Asset Management, LLC/VA RIA/Wealth	$258.3K 4.0K shares
MONECO Advisors, LLC RIA/Wealth	$226.4K 3.5K shares
Foundations Investment Advisors, LLC RIA/Wealth	$203.5K 3.1K shares
American Financial Advisors, LLC RIA/Wealth	$201.7K 3.1K shares
Ameritas Advisory Services, LLC RIA/Wealth	$162.5K 2.5K shares

Options Activity

Institutions with the largest Call and Put options positions in XT as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 1
Put Value: $71.9K

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
UBS Group AG Institution	$71.9K 10.0 contracts

Most Committed Institutions

Institutions with XT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
F Financial Engines Advisors L.L.C. Institution	-	4.55% $2.4B	33.2M shares	Q4 2018 Held for 6y 11m	$52.4B
BARRETT & COMPANY, INC. RIA/Wealth	Wilson Gordon Ii Saville President	2.31% $6.7M	93.0K shares	Q3 2022 Held for 3y 2m	$289.8M
N New England Private Wealth Advisors LLC RIA/Wealth	Nicholas Anthony Mazorra CIO	1.90% $14.4M	200.3K shares	Q2 2017 Held for 8y 5m	$758.8M
Wealthcare Capital Partners, LLC RIA/Wealth	Matthew Thomas Regan President	1.06% $2.3M	31.9K shares	Q4 2024 Held for 11 months	$217.3M
BSC PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	John Edward Chapman CEO	0.78% $9.1M	126.4K shares	Q4 2020 Held for 4y 11m	$1.2B
SWEENEY & MICHEL, LLC RIA/Wealth	Renee Ann Michel Managing Partner	0.73% $2.2M	30.6K shares	Q1 2025 Held for 8 months	$297.5M
CFS Investment Advisory Services, LLC RIA/Wealth	Harris Scott Nydick Managing Partner	0.65% $8.6M	115.4K shares	Q3 2021 Held for 4y 2m	$1.3B
Wharton Business Group, LLC RIA/Wealth	Billy Joe Webster CCO	0.64% $14.6M	202.9K shares	Q2 2021 Held for 4y 5m	$2.3B
A Atlas Private Wealth Advisors RIA/Wealth	Juan Antonio Perez Mayo Managing Partner	0.62% $2.5M	35.3K shares	Q1 2025 Held for 8 months	$406.4M
Fundamentun, LLC RIA/Wealth	Jeffrey Alan Concepcion CEO	0.52% $12.7M	176.5K shares	Q3 2021 Held for 4y 2m	$2.4B

Hedge Fund Spotlight

Discover hedge funds investing in XT

GSA CAPITAL PARTNERS LLP

Hedge Fund • Quant

Portfolio ManagerDavid Khabie-Zeitoune

Portfolio Value: $1.1B
Positions: 1,504
Last Reported: Q3 2025

Sector Allocation

Position in iShares Exponential Technologies

Market Value: $235.6K
Shares Held: 3.3K
Portfolio Weight: 0.02%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Accenture ACN	Information Technology Services Technology	$5.6M	0.50%
2 Sprouts Farmers Market SFM	Grocery Stores Consumer Defensive	$5.2M	0.46%
3 Microsoft MSFT	Software - Infrastructure Technology	$4.8M	0.43%