iShares Future AI & Tech ETF
ARTY
85 hedge funds and large institutions have $69.1M invested in iShares Future AI & Tech ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 23 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
2.01% less ownership
Funds ownership: 22.96% → 20.96% (-2%)
13% less funds holding
Funds holding: 98 → 85 (-13)
31% less capital invested
Capital invested by funds: $99.7M → $69.1M (-$30.6M)
48% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 23
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.06M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.95M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$925K |
| 5 |
HT
HAP Trading
New York
|
+$682K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$14.9M |
| 2 |
Jane Street
New York
|
-$6.36M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$4.62M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.26M |
| 5 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$1.16M |
ARTY Hedge Fund Activity: Q1 2022 in Review
85 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2022, worth a combined $69.1M — down 31% from $99.7M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of ARTY and 12 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 24 added.
The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $2.06M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $14.9M sold.
- 85 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2022, down from 98 in Q4 2021.
- Funds reported $69.1M of iShares Future AI & Tech ETF stock for Q1 2022, down 31% quarter-over-quarter.
- 12 funds opened new iShares Future AI & Tech ETF positions in Q1 2022 and 23 closed out, a net change of -11 holders.
- The largest iShares Future AI & Tech ETF buyer in Q1 2022 was Steward Partners Investment Advisory, an estimated $2.06M added.
- The largest iShares Future AI & Tech ETF seller in Q1 2022 was Paragon Wealth Strategies, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2022.