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ARTY

iShares Future AI & Tech ETF
ARTY

78 hedge funds and large institutions have $50.8M invested in iShares Future AI & Tech ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 20.96% → 20.93% (-0.03%)

8% less funds holding

Funds holding: 85 → 78 (-7)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

26% less capital invested

Capital invested by funds: $69.1M → $50.8M (-$18.3M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
78
Holders Change
-7
Holders Change %
-8.24%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
22
Closed
17
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$5K

Top Buyers

1
HT
HAP Trading
New York
+$4.66M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.52M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$1.92M
4
Jane Street
Jane Street
New York
+$1.84M
5
WBG
Wharton Business Group
Pennsylvania
+$936K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.64M
2
Bank of America
Bank of America
North Carolina
-$2.73M
3
Stifel Financial
Stifel Financial
Missouri
-$1.76M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.71M
5
MHS
M Holdings Securities
Oregon
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$323K -$730 -25 -0.2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$299K -$234K -8,001 -41%
CAN
28
Cetera Advisor Networks
California
$257K -$82.4K -2,823 -23%
CS
29
Credit Suisse
Switzerland
$238K -$73K -2,500 -22%
HighTower Advisors
30
HighTower Advisors
Illinois
$233K -$50.8K -1,742 -16%
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$205K – – –
HI
32
Harbour Investments
Wisconsin
$129K +$143K +4,886 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$108K +$525 +18 +0.4%
PFS
34
Prospera Financial Services
Texas
$89K -$7.3K -250 -7%
SWM
35
SeaCrest Wealth Management
New York
$66K +$72.6K +2,487 New
US Bancorp
36
US Bancorp
Minnesota
$59K – – –
IA
37
IFP Advisors
Florida
$52K – – –
NC
38
NewSquare Capital
Pennsylvania
$49K – – –
COCM
39
Charter Oak Capital Management
New Hampshire
$45K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$45K – – –
APA
41
American Portfolios Advisors
New York
$41.1K – – –
WOSD
42
WFA of San Diego
California
$33K +$36.2K +1,240 New
TF
43
TimeScale Financial
Massachusetts
$30K +$146 +5 +0.4%
AF
44
Advisornet Financial
Minnesota
$28K – – –
MWM
45
Mascoma Wealth Management
New Hampshire
$25K -$59K -2,023 -69%
PA
46
Parallel Advisors
California
$25K – – –
GWS
47
Glassman Wealth Services
Virginia
$24K – – –
CT
48
Caldwell Trust
Florida
$21.1K – – –
EWM
49
Evermay Wealth Management
Virginia
$19K – – –
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$18K +$19.8K +679 New
1
2
3 4

ARTY Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2022, worth a combined $50.8M — down 26% from $69.1M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ARTY and 10 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 18 added.

The largest buyer was HAP Trading, adding an estimated $4.66M. The largest seller was UBS Group, cutting an estimated $3.64M.

  • 78 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2022, down from 85 in Q1 2022.
  • Funds reported $50.8M of iShares Future AI & Tech ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 10 funds opened new iShares Future AI & Tech ETF positions in Q2 2022 and 17 closed out, a net change of -7 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2022 was HAP Trading, an estimated $4.66M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2022 was UBS Group, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2022.