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ARTY

iShares Future AI & Tech ETF
ARTY

91 hedge funds and large institutions have $104M invested in iShares Future AI & Tech ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

0.81% less ownership

Funds ownership: 25.33% → 24.52% (-0.81%)

4% less funds holding

Funds holding: 95 → 91 (-4)

9% less capital invested

Capital invested by funds: $114M → $104M (-$10.3M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
16
Closed
9
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
+$347K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$2.09M
2
PWS
Paragon Wealth Strategies
Florida
+$1.82M
3
WBG
Wharton Business Group
Pennsylvania
+$1.78M
4
Bank of America
Bank of America
North Carolina
+$1.27M
5
UBS Group
UBS Group
Switzerland
+$1.17M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.11M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.96M
3
Jane Street
Jane Street
New York
-$810K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$309K
5
SCG
Sonata Capital Group
Washington
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$564K +$183K +4,181 +46%
CAN
27
Cetera Advisor Networks
California
$545K +$157K +3,575 +38%
HighTower Advisors
28
HighTower Advisors
Illinois
$452K +$121K +2,754 +35%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$441K -$306 -7 -0.1%
CF
30
Centaurus Financial
California
$409K +$46.4K +1,061 +12%
Simplex Trading
31
Simplex Trading
Illinois
$393K – – –
CS
32
Credit Suisse
Switzerland
$347K – – –
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$305K – – –
CPO
34
Cerity Partners OCIO
New York
$298K – – –
LA
35
Latitude Advisors
Florida
$280K +$289K +6,612 New
IFG
36
Independent Financial Group
California
$279K +$29.9K +683 +12%
LNC
37
Lincoln National Corp
Pennsylvania
$274K – – –
LA
38
LexAurum Advisors
Kansas
$260K -$10.7K -244 -4%
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$258K +$89.9K +2,054 +51%
V
40
Veritable
Delaware
$235K – – –
HI
41
Harbour Investments
Wisconsin
$220K +$5.52K +126 +2%
HB
42
Homrich & Berg
Georgia
$212K +$220K +5,015 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$78.8K +1,799 +91%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$156K -$17K -388 -10%
BAM
45
Belpointe Asset Management
Nevada
$124K – – –
MWM
46
Mascoma Wealth Management
New Hampshire
$121K +$125K +2,851 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$117K -$4.68K -107 -4%
APA
48
American Portfolios Advisors
New York
$112K -$17.5K -400 -13%
GWM
49
Geneos Wealth Management
Colorado
$109K – – –
AA
50
Ancora Advisors
Ohio
$98K +$75.7K +1,730 +297%
1
2
3 4 5

ARTY Hedge Fund Activity: Q3 2021 in Review

91 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2021, worth a combined $104M — down 9% from $114M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ARTY and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 28 added.

The largest buyer was Flow Traders U.S., adding an estimated $2.09M. The largest seller was Royal Bank of Canada, cutting an estimated $2.11M.

  • 91 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2021, down from 95 in Q2 2021.
  • Funds reported $104M of iShares Future AI & Tech ETF stock for Q3 2021, down 9% quarter-over-quarter.
  • 8 funds opened new iShares Future AI & Tech ETF positions in Q3 2021 and 9 closed out, a net change of -1 holder.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2021 was Flow Traders U.S., an estimated $2.09M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2021.