ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

38 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.

Holders
38
Holders Change
+13
Holders Change %
+52%
% of All Funds
0.78%
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

1
RCS
1
Retirement Capital Strategies
California
$10.2M
2
WBG
2
Wharton Business Group
Pennsylvania
$2.71M
3
UBS Group
3
UBS Group
Switzerland
$2M
4
FTUS
4
Flow Traders U.S.
New York
$3.94M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.14M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.36M
2
PP
2
Prudential plc
United Kingdom
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$658K
4
RCA
4
Rowland Carmichael Advisors
Arizona
$0
5
WQ
5
Wealth Quarterback
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
Parallel Advisors
California
$29K 1,000 +1,000 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$28K 900 +201 +29%
PIMG
28
Patriot Investment Management Group
Tennessee
$21.3K 720 +720 New
AF
29
Allworth Financial
California
$16K 546 – –
FWM
30
FSA Wealth Management
Massachusetts
$12K 400 – –
PGAM
31
Princeton Global Asset Management
New Jersey
$10K 371 +371 New
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.87K 300 – –
CFN
33
Cordasco Financial Network
Florida
$6K 205 – –
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$5K 170 +170 New
IA
35
IFP Advisors
Florida
$5K 187 +187 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$4K 90 – –
FRA
37
Front Row Advisors
California
$1K 35 +35 New
PP
38
Prudential plc
United Kingdom
– – -32,150 Closed
RCA
39
Rowland Carmichael Advisors
Arizona
– – -400 Closed
WQ
40
Wealth Quarterback
New Jersey
– – -100 Closed
AA
41
Advisory Alpha
Michigan
– – -43 Closed
GRP
42
Global Retirement Partners
California
– – -8 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
OPS
45
Orion Portfolio Solutions
Nebraska
$0 15 – –
Wells Fargo
46
Wells Fargo
California
$0 1 +1 New
1
2