ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

86 hedge funds and large institutions have $54.1M invested in iShares Future AI & Tech ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 16 closing their positions.

Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
21
Reduced
13
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.39M
2
WBG
2
Wharton Business Group
Pennsylvania
$7.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.4M
4
WWM
4
WJ Wealth Management
Arizona
$1.87M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.07M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.44M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$466K
4
OMC
4
Old Mission Capital
Illinois
$0
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
26
Kovack Advisors
Florida
$298K 9,491 -200 -2%
CCA
27
Cora Capital Advisors
New Jersey
$296K 9,445 +9,445 New
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$283K 9,015 +165 +2%
IAS
29
Insigneo Advisory Services
Florida
$282K 9,000 +9,000 New
ASFA
30
All Season Financial Advisors
Colorado
$266K 8,479 +8,479 New
EP
31
Eudaimonia Partners
Tennessee
$256K 8,156 +8,156 New
Ameriprise
32
Ameriprise
Minnesota
$227K 7,237 +7,237 New
KTC
33
Kistler-Tiffany Companies
Pennsylvania
$221K 7,042 -707 -9%
Mariner
34
Mariner
Kansas
$217K 6,926 +6,926 New
IWA
35
Intercontinental Wealth Advisors
Texas
$215K 6,860 +6,860 New
JWCA
36
J.W. Cole Advisors
Florida
$214K 6,829 +6,829 New
BAM
37
Belpointe Asset Management
Nevada
$189K 6,016 +406 +7%
FCMT
38
Founders Capital Management (Texas)
Texas
$184K 5,874 -50 -0.8%
HI
39
Harbour Investments
Wisconsin
$157K 5,019 +236 +5%
Citigroup
40
Citigroup
New York
$117K 3,730 +2,946 +376%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$110K 3,500 – –
NA
42
NewEdge Advisors
Louisiana
$106K 3,378 +875 +35%
CFD
43
Creative Financial Designs
Indiana
$95.1K 3,030 +3,030 New
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.1K 2,903 – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$79K 2,509 +2,509 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$78.9K 2,513 – –
SSB
47
Sandy Spring Bank
Maryland
$66.3K 2,113 +2,113 New
RG
48
Retirement Group
California
$53K 1,675 +1,675 New
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$45.3K 1,443 – –
AWM
50
Avior Wealth Management
Nebraska
$37.7K 1,202 +865 +257%
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