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ARTY

iShares Future AI & Tech ETF
ARTY

98 hedge funds and large institutions have $99.7M invested in iShares Future AI & Tech ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

8% more funds holding

Funds holding: 91 → 98 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more call options, than puts

Call options by funds: $1K | Put options by funds: $1K

4% less capital invested

Capital invested by funds: $104M → $99.7M (-$4.47M)

1.56% less ownership

Funds ownership: 24.52% → 22.96% (-1.6%)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
40
Reduced
22
Closed
7
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
-$351K

Top Buyers

1
Jane Street
Jane Street
New York
+$6.08M
2
WGCA
Wolf Group Capital Advisors
Virginia
+$1.45M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.25M
4
FPGK
Financial Partners Group (Kansas)
Kansas
+$914K
5
PWS
Paragon Wealth Strategies
Florida
+$719K

Top Sellers

1
B
Barings
North Carolina
-$5.23M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.68M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.54M
5
FTUS
Flow Traders U.S.
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
26
Sunbelt Securities
Texas
$522K -$23.8K -543 -4%
CS
27
Credit Suisse
Switzerland
$476K +$144K +3,300 +40%
HighTower Advisors
28
HighTower Advisors
Illinois
$463K +$23.3K +533 +5%
Citadel Advisors
29
Citadel Advisors
Florida
$420K -$3.68M -84,120 -89%
CF
30
Centaurus Financial
California
$418K +$19.2K +438 +5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$411K +$435K +9,942 New
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$405K -$27.5K -629 -6%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$374K +$396K +9,045 New
CPO
34
Cerity Partners OCIO
New York
$344K +$55.8K +1,275 +18%
HI
35
Harbour Investments
Wisconsin
$323K +$114K +2,614 +50%
KTC
36
Kistler-Tiffany Companies
Pennsylvania
$321K +$72K +1,646 +27%
IFG
37
Independent Financial Group
California
$297K +$25.5K +583 +9%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$134K +3,056 +81%
LA
39
Latitude Advisors
Florida
$274K – – –
SCFS
40
S.C. Financial Services
Arizona
$273K +$308K +7,049 New
HSBC Holdings
41
HSBC Holdings
United Kingdom
$254K – – –
LA
42
LexAurum Advisors
Kansas
$236K -$18.3K -419 -7%
AWM
43
Axxcess Wealth Management
California
$230K +$243K +5,554 New
V
44
Veritable
Delaware
$229K – – –
LNC
45
Lincoln National Corp
Pennsylvania
$227K -$42.1K -963 -15%
BJL
46
Brighton Jones LLC
Washington
$227K +$240K +5,492 New
RK
47
Rather & Kittrell
Tennessee
$213K +$226K +5,163 New
HWM
48
HB Wealth Management
Georgia
$210K +$222K +5,066 New
WH
49
Willner & Heller
California
$200K +$206K +4,717 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$162K +$9.89K +226 +6%
1
2
3 4 5

ARTY Hedge Fund Activity: Q4 2021 in Review

98 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2021, worth a combined $99.7M — down 4.3% from $104M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ARTY positions and 7 closed out — a net gain of 8 holders — while 40 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $6.08M. The largest seller was Barings, exiting entirely with an estimated $5.23M sold.

  • 98 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2021, up from 91 in Q3 2021.
  • Funds reported $99.7M of iShares Future AI & Tech ETF stock for Q4 2021, down 4.3% quarter-over-quarter.
  • 15 funds opened new iShares Future AI & Tech ETF positions in Q4 2021 and 7 closed out, a net change of +8 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2021 was Jane Street, an estimated $6.08M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2021 was Barings, an estimated $5.23M sold.

Based on aggregated 13F filings for Q4 2021.