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ARTY

iShares Future AI & Tech ETF
ARTY

84 hedge funds and large institutions have $108M invested in iShares Future AI & Tech ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

50% more funds holding

Funds holding: 56 → 84 (+28)

19% more capital invested

Capital invested by funds: $91.1M → $108M (+$17.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.69% less ownership

Funds ownership: 27.25% → 25.56% (-1.7%)

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
28
Reduced
11
Closed
2
Calls
$901K
Puts
–
Net Calls
+$901K
Net Calls Change
+$901K

Top Buyers

1
B
Barings
North Carolina
+$5.57M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.61M
3
Bank of America
Bank of America
North Carolina
+$2.51M
4
Morgan Stanley
Morgan Stanley
New York
+$2.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.93M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.84M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$2.27M
3
PWS
Paragon Wealth Strategies
Florida
-$2.03M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.6M
5
KAS
Kestra Advisory Services
Texas
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$594K +$577K +12,779 +1,278%
Creative Planning
27
Creative Planning
Kansas
$593K +$63.8K +1,413 +11%
Simplex Trading
28
Simplex Trading
Illinois
$530K +$514K +11,385 +1,235%
Truist Financial
29
Truist Financial
North Carolina
$514K -$132K -2,915 -20%
WGCA
30
Wolf Group Capital Advisors
Virginia
$514K +$538K +11,922 New
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$482K -$2.27M -50,383 -82%
KAS
32
Kestra Advisory Services
Texas
$379K -$484K -10,730 -55%
PFS
33
Prospera Financial Services
Texas
$318K -$9.52K -211 -3%
CAN
34
Cetera Advisor Networks
California
$298K +$76K +1,684 +32%
CPO
35
Cerity Partners OCIO
New York
$281K – – –
MIM
36
Moseley Investment Management
Florida
$249K +$261K +5,775 New
HighTower Advisors
37
HighTower Advisors
Illinois
$247K +$258K +5,718 New
LNC
38
Lincoln National Corp
Pennsylvania
$231K -$15.7K -349 -6%
SCG
39
Sonata Capital Group
Washington
$207K +$217K +4,800 New
LA
40
LexAurum Advisors
Kansas
$204K +$213K +4,724 New
HI
41
Harbour Investments
Wisconsin
$201K +$211K +4,670 New
First Manhattan
42
First Manhattan
New York
$189K +$199K +4,400 New
GWS
43
Glassman Wealth Services
Virginia
$187K – – –
CF
44
Centaurus Financial
California
$165K +$49.9K +1,107 +41%
IA
45
IFP Advisors
Florida
$145K -$62.4K -1,383 -29%
APA
46
American Portfolios Advisors
New York
$128K +$22.2K +491 +20%
MWM
47
Mascoma Wealth Management
New Hampshire
$117K +$122K +2,714 New
GWM
48
Geneos Wealth Management
Colorado
$112K – – –
KTC
49
Kistler-Tiffany Companies
Pennsylvania
$84K +$87.9K +1,949 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$70K – – –
1
2
3 4

ARTY Hedge Fund Activity: Q1 2021 in Review

84 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2021, worth a combined $108M — up 19% from $91.1M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARTY positions and 2 closed out — a net gain of 28 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Barings, opening a new position worth an estimated $5.57M. The largest seller was Jane Street, exiting entirely with an estimated $2.84M sold.

  • 84 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2021, up from 56 in Q4 2020.
  • Funds reported $108M of iShares Future AI & Tech ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 30 funds opened new iShares Future AI & Tech ETF positions in Q1 2021 and 2 closed out, a net change of +28 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2021 was Barings, an estimated $5.57M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2021 was Jane Street, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2021.