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ARTY

iShares Future AI & Tech ETF
ARTY

39 hedge funds and large institutions have $34.7M invested in iShares Future AI & Tech ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

191% more capital invested

Capital invested by funds: $11.9M → $34.7M (+$22.8M)

50% more funds holding

Funds holding: 26 → 39 (+13)

9.22% more ownership

Funds ownership: 12.92% → 22.14% (+9.2%)

Holders
39
Holders Change
+13
Holders Change %
+50%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
9
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$9.15M
2
WBG
Wharton Business Group
Pennsylvania
+$2.42M
3
UBS Group
UBS Group
Switzerland
+$1.61M
4
FTUS
Flow Traders U.S.
New York
+$1.42M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.16M
2
PP
Prudential plc
United Kingdom
-$719K
3
RCA
Rowland Carmichael Advisors
Arizona
-$9K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.58K
5
WQ
Wealth Quarterback
New Jersey
-$2.24K
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
26
Caldwell Trust
Florida
$29.6K – – –
PA
27
Parallel Advisors
California
$29K +$26.4K +1,000 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$28K +$5.31K +201 +29%
PIMG
29
Patriot Investment Management Group
Tennessee
$21.3K +$19K +720 New
AF
30
Allworth Financial
California
$16K – – –
FWM
31
FSA Wealth Management
Massachusetts
$12K – – –
PGAM
32
Princeton Global Asset Management
New Jersey
$10K +$9.8K +371 New
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.87K – – –
CFN
34
Cordasco Financial Network
Florida
$6K – – –
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$5K +$4.49K +170 New
IA
36
IFP Advisors
Florida
$5K +$4.94K +187 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
FRA
38
Front Row Advisors
California
$1K +$924 +35 New
PP
39
Prudential plc
United Kingdom
– -$719K -32,150 Closed
RCA
40
Rowland Carmichael Advisors
Arizona
– -$9K -400 Closed
WQ
41
Wealth Quarterback
New Jersey
– -$2.24K -100 Closed
AA
42
Advisory Alpha
Michigan
– -$1.05K -43 Closed
Wells Fargo
43
Wells Fargo
California
– +$26 +1 New
1
2

ARTY Hedge Fund Activity: Q2 2020 in Review

39 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2020, worth a combined $34.7M — up 191% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ARTY positions and 6 closed out — a net gain of 13 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $9.15M. The largest seller was Jane Street, cutting an estimated $1.16M.

  • 39 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2020, up from 26 in Q1 2020.
  • Funds reported $34.7M of iShares Future AI & Tech ETF stock for Q2 2020, up 191% quarter-over-quarter.
  • 19 funds opened new iShares Future AI & Tech ETF positions in Q2 2020 and 6 closed out, a net change of +13 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2020 was Retirement Capital Strategies, an estimated $9.15M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2020 was Jane Street, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2020.