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ARTY

iShares Future AI & Tech ETF
ARTY

43 hedge funds and large institutions have $44.9M invested in iShares Future AI & Tech ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

30% more capital invested

Capital invested by funds: $34.7M → $44.9M (+$10.3M)

10% more funds holding

Funds holding: 39 → 43 (+4)

2.95% less ownership

Funds ownership: 22.14% → 19.19% (-2.9%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
14
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.85M
2
Jane Street
Jane Street
New York
+$2.97M
3
Bank of America
Bank of America
North Carolina
+$2.06M
4
UBS Group
UBS Group
Switzerland
+$1.51M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$812K

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$6.24M
2
FTUS
Flow Traders U.S.
New York
-$3.94M
3
SWM
SeaCrest Wealth Management
New York
-$344K
4
BJL
Brighton Jones LLC
Washington
-$243K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$33K – – –
CTC
27
Central Trust Company
Missouri
$33K +$32.1K +1,000 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$33K +$32.1K +1,000 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$30K – – –
CT
30
Caldwell Trust
Florida
$26.2K -$6.42K -200 -20%
IA
31
IFP Advisors
Florida
$20K +$12.4K +387 +207%
AF
32
Allworth Financial
California
$18K – – –
PGAM
33
Princeton Global Asset Management
New Jersey
$12K – – –
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.82K – – –
CFN
35
Cordasco Financial Network
Florida
$7K – – –
Citigroup
36
Citigroup
New York
$7K +$7K +218 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$6K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
FRA
39
Front Row Advisors
California
$1K – – –
PCFFS
40
Pacific Center for Financial Services
California
$1K +$963 +30 New
TF
41
TimeScale Financial
Massachusetts
$1K +$1.32K +41 New
AA
42
Advisory Alpha
Michigan
$1K +$1.38K +43 New
FTUS
43
Flow Traders U.S.
New York
– -$3.94M -133,197 Closed
SWM
44
SeaCrest Wealth Management
New York
– -$344K -11,620 Closed
BJL
45
Brighton Jones LLC
Washington
– -$243K -8,218 Closed
CAN
46
Cetera Advisor Networks
California
– -$102K -3,452 Closed
WR
47
Watson Rebecca
– -$48K -1,631 Closed
PIMG
48
Patriot Investment Management Group
Tennessee
– -$21.3K -720 Closed
FWM
49
FSA Wealth Management
Massachusetts
– -$12K -400 Closed
BHWM
50
Bay Harbor Wealth Management
Maryland
– +$225 +7 New
1
2

ARTY Hedge Fund Activity: Q3 2020 in Review

43 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2020, worth a combined $44.9M — up 30% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ARTY positions and 8 closed out — a net gain of 4 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.85M. The largest seller was Retirement Capital Strategies, cutting an estimated $6.24M.

  • 43 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2020, up from 39 in Q2 2020.
  • Funds reported $44.9M of iShares Future AI & Tech ETF stock for Q3 2020, up 30% quarter-over-quarter.
  • 12 funds opened new iShares Future AI & Tech ETF positions in Q3 2020 and 8 closed out, a net change of +4 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2020 was Citadel Advisors, an estimated $3.85M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2020 was Retirement Capital Strategies, an estimated $6.24M sold.

Based on aggregated 13F filings for Q3 2020.