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ARTY

iShares Future AI & Tech ETF

113 hedge funds and large institutions have $91.7M invested in iShares Future AI & Tech ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

69% more capital invested

Capital invested by funds: $54.1M → $91.7M (+$37.6M)

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

30% more funds holding

Funds holding: 87113 (+26)

2.07% more ownership

Funds ownership: 19.27%21.34% (+2.1%)

Holders
113
Holders Change
+26
Holders Change %
+29.89%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
31
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
26
Consolidated Portfolio Review Corp
New York
$526K -$28.9K -941 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$429K +$399K +12,997 New
MML Investors Services
28
MML Investors Services
Massachusetts
$412K -$35.3K -1,149 -8%
WGCA
29
Wolf Group Capital Advisors
Virginia
$412K
LWM
30
Lodestone Wealth Management
Washington
$411K -$8.97K -292 -2%
IAS
31
Insigneo Advisory Services
Florida
$407K +$102K +3,309 +37%
PWA
32
Phoenix Wealth Advisors
North Carolina
$359K +$333K +10,856 New
CS
33
Credit Suisse
Switzerland
$337K
Citigroup
34
Citigroup
New York
$333K +$195K +6,360 +171%
RJA
35
Raymond James & Associates
Florida
$319K +$297K +9,664 New
AWS
36
Atria Wealth Solutions
New York
$318K +$295K +9,610 New
KA
37
Kovack Advisors
Florida
$294K -$18.4K -600 -6%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$281K -$15.8K -515 -6%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$270K +$174K +5,657 +225%
KAS
40
Kestra Advisory Services
Texas
$260K -$130K -4,218 -35%
Mariner
41
Mariner
Kansas
$259K +$27.6K +899 +13%
BCM
42
Brookstone Capital Management
Illinois
$252K +$237K +7,701 New
BHPW
43
Beverly Hills Private Wealth
California
$245K +$228K +7,430 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$240K +$223K +7,267 New
KTC
45
Kistler-Tiffany Companies
Pennsylvania
$233K
RG
46
Retirement Group
California
$221K +$154K +5,000 +299%
WA
47
Waddell & Associates
Tennessee
$218K +$203K +6,606 New
WFA
48
WMG Financial Advisors
Tennessee
$215K +$200K +6,522 New
AWM
49
AE Wealth Management
Kansas
$205K +$191K +6,214 New
HighTower Advisors
50
HighTower Advisors
Illinois
$205K +$190K +6,194 New

ARTY Hedge Fund Activity: Q2 2023 in Review

113 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2023, worth a combined $91.7M — up 69% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARTY positions and 11 closed out — a net gain of 26 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $3.37M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $1.27M sold.

  • 113 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $91.7M of iShares Future AI & Tech ETF stock for Q2 2023, up 69% quarter-over-quarter.
  • 37 funds opened new iShares Future AI & Tech ETF positions in Q2 2023 and 11 closed out, a net change of +26 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $3.37M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2023 was Financial Advocates Investment Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2023.