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ARTY

iShares Future AI & Tech ETF
ARTY

123 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.

New
Increased
Maintained
Reduced
Closed

269% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 13

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $91.7M → $105M (+$13.5M)

9% more funds holding

Funds holding: 113 → 123 (+10)

0.74% more ownership

Funds ownership: 21.34% → 22.09% (+0.74%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% 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
Morgan Stanley
New York
+$9.61M
2
Jane Street
Jane Street
New York
+$4.06M
3
Ameriprise
Ameriprise
Minnesota
+$3.62M
4
Bank of America
Bank of America
North Carolina
+$2.83M
5
HCA
Heck Capital Advisors
Wisconsin
+$2.34M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$3.62M
2
FTUS
Flow Traders U.S.
New York
-$3.19M
3
WWM
WT Wealth Management
Arizona
-$2.92M
4
OCM
One Capital Management
California
-$2.29M
5
CA
Cetera Advisors
Colorado
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$603K +$218K +6,758 +52%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$572K +$605K +18,733 New
RJA
28
Raymond James & Associates
Florida
$505K +$221K +6,855 +71%
SS
29
Sunbelt Securities
Texas
$482K -$174K -5,396 -25%
CPRC
30
Consolidated Portfolio Review Corp
New York
$470K -$17.2K -532 -3%
WA
31
Waddell & Associates
Tennessee
$440K +$252K +7,815 +118%
AWM
32
AE Wealth Management
Kansas
$439K +$263K +8,150 +131%
WGCA
33
Wolf Group Capital Advisors
Virginia
$399K -$226 -7 -0.1%
SFFS
34
Stonehage Fleming Financial Services
Jersey
$393K +$403K +12,500 +3,333%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$389K +$137K +4,250 +50%
KAS
36
Kestra Advisory Services
Texas
$386K +$154K +4,770 +61%
IAS
37
Insigneo Advisory Services
Florida
$382K +$6.88K +213 +2%
LWM
38
Lodestone Wealth Management
Washington
$367K -$13.4K -416 -3%
KA
39
Kovack Advisors
Florida
$345K +$77.5K +2,400 +27%
PWA
40
Phoenix Wealth Advisors
North Carolina
$338K +$7.33K +227 +2%
Mariner
41
Mariner
Kansas
$326K +$91.5K +2,835 +36%
CS
42
Credit Suisse
Switzerland
$312K – – –
IWC
43
Integrated Wealth Concepts
Massachusetts
$305K +$322K +9,973 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$253K +$268K +8,300 New
Cerity Partners
45
Cerity Partners
New York
$251K +$265K +8,213 New
PAG
46
Private Advisor Group
New Jersey
$248K +$262K +8,112 New
BCM
47
Brookstone Capital Management
Illinois
$247K +$19.5K +605 +8%
RG
48
Retirement Group
California
$227K +$24.2K +750 +11%
WFA
49
WMG Financial Advisors
Tennessee
$202K +$2.74K +85 +1%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$175K +$25.3K +785 +16%
1
2
3 4 5

ARTY Hedge Fund Activity: Q3 2023 in Review

123 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2023, worth a combined $105M — up 15% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARTY positions and 16 closed out — a net gain of 12 holders — while 48 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.61M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $3.62M sold.

  • 123 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2023, up from 113 in Q2 2023.
  • Funds reported $105M of iShares Future AI & Tech ETF stock for Q3 2023, up 15% quarter-over-quarter.
  • 28 funds opened new iShares Future AI & Tech ETF positions in Q3 2023 and 16 closed out, a net change of +12 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2023 was Morgan Stanley, an estimated $9.61M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2023 was Retirement Capital Strategies, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2023.