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ARTY

iShares Future AI & Tech ETF
ARTY

56 hedge funds and large institutions have $91.1M invested in iShares Future AI & Tech ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

103% more capital invested

Capital invested by funds: $44.9M → $91.1M (+$46.2M)

30% more funds holding

Funds holding: 43 → 56 (+13)

8.05% more ownership

Funds ownership: 19.19% → 27.25% (+8.1%)

Holders
56
Holders Change
+13
Holders Change %
+30.23%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
21
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
Paragon Wealth Strategies
Florida
+$16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.13M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.6M
4
Bank of America
Bank of America
North Carolina
+$2.09M
5
UBS Group
UBS Group
Switzerland
+$1.87M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.44M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.07M
3
Simplex Trading
Simplex Trading
Illinois
-$61.6K
4
RCS
Retirement Capital Strategies
California
-$47.6K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$33K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
26
Cerity Partners OCIO
New York
$260K +$1.02K +28 +0.4%
LNC
27
Lincoln National Corp
Pennsylvania
$228K -$21K -577 -9%
CAN
28
Cetera Advisor Networks
California
$208K +$190K +5,215 New
IA
29
IFP Advisors
Florida
$187K +$150K +4,131 +720%
GWS
30
Glassman Wealth Services
Virginia
$173K – – –
GWM
31
Geneos Wealth Management
Colorado
$111K +$41.5K +1,142 +79%
CF
32
Centaurus Financial
California
$109K +$99.2K +2,728 New
APA
33
American Portfolios Advisors
New York
$99K +$17.5K +480 +24%
Morgan Stanley
34
Morgan Stanley
New York
$79K +$72.5K +1,995 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$66K +$23.8K +655 +73%
CTC
36
Central Trust Company
Missouri
$40K – – –
PA
37
Parallel Advisors
California
$40K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.8K +$25.5K +700 +233%
Simplex Trading
39
Simplex Trading
Illinois
$36K -$61.6K -1,695 -65%
CT
40
Caldwell Trust
Florida
$31.9K – – –
AF
41
Allworth Financial
California
$22K – – –
COCM
42
Charter Oak Capital Management
New Hampshire
$18K +$16.4K +450 New
CLOS
43
Compagnie Lombard Odier SCmA
Switzerland
$16K +$14.5K +400 New
PGAM
44
Princeton Global Asset Management
New Jersey
$15K – – –
PCFFS
45
Pacific Center for Financial Services
California
$11K +$9.2K +253 +843%
AWA
46
Arkadios Wealth Advisors
Georgia
$11K +$10.4K +285 New
Citigroup
47
Citigroup
New York
$9K – – –
AWM
48
Avior Wealth Management
Nebraska
$9K +$8.87K +244 New
CFN
49
Cordasco Financial Network
Florida
$8K – – –
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$7K – – –
1
2
3

ARTY Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2020, worth a combined $91.1M — up 103% from $44.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ARTY positions and 2 closed out — a net gain of 13 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Paragon Wealth Strategies, opening a new position worth an estimated $16M. The largest seller was Jane Street, cutting an estimated $2.44M.

  • 56 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $91.1M of iShares Future AI & Tech ETF stock for Q4 2020, up 103% quarter-over-quarter.
  • 15 funds opened new iShares Future AI & Tech ETF positions in Q4 2020 and 2 closed out, a net change of +13 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2020 was Paragon Wealth Strategies, an estimated $16M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2020 was Jane Street, an estimated $2.44M sold.

Based on aggregated 13F filings for Q4 2020.