ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

55 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.

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.98%
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
1
Paragon Wealth Strategies
Florida
$17.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.93M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.04M
4
Bank of America
4
Bank of America
North Carolina
$7.9M
5
UBS Group
5
UBS Group
Switzerland
$6.61M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.84M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.14M
3
Simplex Trading
3
Simplex Trading
Illinois
$36K
4
RCS
4
Retirement Capital Strategies
California
$6.01M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPO
26
Cerity Partners OCIO
New York
$260K 6,522 +28 +0.4%
LNC
27
Lincoln National Corp
Pennsylvania
$228K 5,713 -577 -9%
CAN
28
Cetera Advisor Networks
California
$208K 5,215 +5,215 New
IA
29
IFP Advisors
Florida
$187K 4,705 +4,131 +720%
GWS
30
Glassman Wealth Services
Virginia
$173K 4,340 – –
GWM
31
Geneos Wealth Management
Colorado
$111K 2,585 +1,142 +79%
CF
32
Centaurus Financial
California
$109K 2,728 +2,728 New
APA
33
American Portfolios Advisors
New York
$99K 2,485 +480 +24%
Morgan Stanley
34
Morgan Stanley
New York
$79K 1,995 +1,995 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$66K 1,555 +655 +73%
CTC
36
Central Trust Company
Missouri
$40K 1,000 – –
PA
37
Parallel Advisors
California
$40K 1,000 – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.8K 1,000 +700 +233%
Simplex Trading
39
Simplex Trading
Illinois
$36K 922 -1,695 -65%
AF
40
Allworth Financial
California
$22K 546 – –
COCM
41
Charter Oak Capital Management
New Hampshire
$18K 450 +450 New
CLOS
42
Compagnie Lombard Odier SCmA
Switzerland
$16K 400 +400 New
PGAM
43
Princeton Global Asset Management
New Jersey
$15K 371 – –
PCFFS
44
Pacific Center for Financial Services
California
$11K 283 +253 +843%
AWA
45
Arkadios Wealth Advisors
Georgia
$11K 285 +285 New
Citigroup
46
Citigroup
New York
$9K 218 – –
AWM
47
Avior Wealth Management
Nebraska
$9K 244 +244 New
CFN
48
Cordasco Financial Network
Florida
$8K 205 – –
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$7K 170 – –
RFA
50
Reilly Financial Advisors
California
$6K 154 +154 New
1
2
3