ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

122 hedge funds and large institutions have $105M invested in iShares Future AI & Tech ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 13 reducing their positions, and 16 closing their positions.

Holders
122
Holders Change
+10
Holders Change %
+8.93%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
48
Reduced
13
Closed
16
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$37K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.2M
2
Jane Street
2
Jane Street
New York
$7.2M
3
Ameriprise
3
Ameriprise
Minnesota
$4.8M
4
Bank of America
4
Bank of America
North Carolina
$11.8M
5
HCA
5
Heck Capital Advisors
Wisconsin
$2.22M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
WWM
3
WT Wealth Management
Arizona
$0
4
OCM
4
One Capital Management
California
$0
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$603K 19,755 +6,758 +52%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$572K 18,733 +18,733 New
RJA
28
Raymond James & Associates
Florida
$505K 16,519 +6,855 +71%
SS
29
Sunbelt Securities
Texas
$482K 15,773 -5,396 -25%
CPRC
30
Consolidated Portfolio Review Corp
New York
$470K 15,387 -532 -3%
WA
31
Waddell & Associates
Tennessee
$440K 14,421 +7,815 +118%
AWM
32
AE Wealth Management
Kansas
$439K 14,364 +8,150 +131%
WGCA
33
Wolf Group Capital Advisors
Virginia
$399K 13,060 -7 -0.1%
SFFS
34
Stonehage Fleming Financial Services
Jersey
$393K 12,875 +12,500 +3,333%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$389K 12,750 +4,250 +50%
KAS
36
Kestra Advisory Services
Texas
$386K 12,636 +4,770 +61%
IAS
37
Insigneo Advisory Services
Florida
$382K 12,522 +213 +2%
LWM
38
Lodestone Wealth Management
Washington
$367K 12,023 -416 -3%
KA
39
Kovack Advisors
Florida
$345K 11,291 +2,400 +27%
PWA
40
Phoenix Wealth Advisors
North Carolina
$338K 11,083 +227 +2%
Mariner
41
Mariner
Kansas
$326K 10,660 +2,835 +36%
CS
42
Credit Suisse
Switzerland
$312K 10,200 – –
IWC
43
Integrated Wealth Concepts
Massachusetts
$305K 9,973 +9,973 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$253K 8,300 +8,300 New
Cerity Partners
45
Cerity Partners
New York
$251K 8,213 +8,213 New
PAG
46
Private Advisor Group
New Jersey
$248K 8,112 +8,112 New
BCM
47
Brookstone Capital Management
Illinois
$247K 8,306 +605 +8%
RG
48
Retirement Group
California
$227K 7,425 +750 +11%
WFA
49
WMG Financial Advisors
Tennessee
$202K 6,607 +85 +1%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$175K 5,717 +785 +16%
1
2
3 4 5