ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

112 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.

Holders
112
Holders Change
+26
Holders Change %
+30.23%
% 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
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$3.62M
2
WWM
2
WT Wealth Management
Arizona
$2.92M
3
FTUS
3
Flow Traders U.S.
New York
$3.19M
4
Bank of America
4
Bank of America
North Carolina
$9.85M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.59M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
WWM
2
WJ Wealth Management
Arizona
$777K
3
WBG
3
Wharton Business Group
Pennsylvania
$6.99M
4
SFFS
4
Stonehage Fleming Financial Services
Jersey
$12.4K
5
ASFA
5
All Season Financial Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPRC
26
Consolidated Portfolio Review Corp
New York
$526K 15,919 -941 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$429K 12,997 +12,997 New
MML Investors Services
28
MML Investors Services
Massachusetts
$412K 12,477 -1,149 -8%
WGCA
29
Wolf Group Capital Advisors
Virginia
$412K 13,067 – –
LWM
30
Lodestone Wealth Management
Washington
$411K 12,439 -292 -2%
IAS
31
Insigneo Advisory Services
Florida
$407K 12,309 +3,309 +37%
PWA
32
Phoenix Wealth Advisors
North Carolina
$359K 10,856 +10,856 New
CS
33
Credit Suisse
Switzerland
$337K 10,200 – –
Citigroup
34
Citigroup
New York
$333K 10,090 +6,360 +171%
RJA
35
Raymond James & Associates
Florida
$319K 9,664 +9,664 New
AWS
36
Atria Wealth Solutions
New York
$318K 9,610 +9,610 New
KA
37
Kovack Advisors
Florida
$294K 8,891 -600 -6%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$281K 8,500 -515 -6%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$270K 8,166 +5,657 +225%
KAS
40
Kestra Advisory Services
Texas
$260K 7,866 -4,218 -35%
Mariner
41
Mariner
Kansas
$259K 7,825 +899 +13%
BCM
42
Brookstone Capital Management
Illinois
$252K 7,701 +7,701 New
BHPW
43
Beverly Hills Private Wealth
California
$245K 7,430 +7,430 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$240K 7,267 +7,267 New
KTC
45
Kistler-Tiffany Companies
Pennsylvania
$233K 7,042 – –
RG
46
Retirement Group
California
$221K 6,675 +5,000 +299%
WA
47
Waddell & Associates
Tennessee
$218K 6,606 +6,606 New
WFA
48
WMG Financial Advisors
Tennessee
$215K 6,522 +6,522 New
AWM
49
AE Wealth Management
Kansas
$205K 6,214 +6,214 New
HighTower Advisors
50
HighTower Advisors
Illinois
$205K 6,194 +6,194 New
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