ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

148 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+26
Holders Change %
+21.31%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
54
Reduced
22
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.4M
2
TF
2
Theory Financial
Colorado
$3.84M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.13M
4
Ameriprise
4
Ameriprise
Minnesota
$7.33M
5
LPL Financial
5
LPL Financial
California
$10.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.79M
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$234K
4
Jane Street
4
Jane Street
New York
$6.67M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.25M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Cora Capital Advisors
New Jersey
$904K 26,217 +1,606 +7%
HHRDM
27
H&H Retirement Design & Management
Nevada
$884K 26,479 +687 +3%
WWM
28
WJ Wealth Management
Arizona
$835K 24,216 -382 -2%
AWM
29
AE Wealth Management
Kansas
$811K 24,532 +10,168 +71%
CAN
30
Cetera Advisor Networks
California
$780K 22,599 -10,695 -32%
SC
31
Scotia Capital
Ontario, Canada
$753K 21,825 +21,825 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$719K 20,836 +2,103 +11%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$666K 19,059 +16,460 +633%
Corient Private Wealth
34
Corient Private Wealth
Florida
$585K 16,948 +16,948 New
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$552K 16,000 +16,000 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$543K 15,745 +15,745 New
AWS
37
Atria Wealth Solutions
New York
$528K 15,290 +15,290 New
CIG
38
Cascade Investment Group
Colorado
$513K 14,860 +14,860 New
Mariner
39
Mariner
Kansas
$474K 13,728 +3,068 +29%
SS
40
Sunbelt Securities
Texas
$470K 13,614 -2,159 -14%
CPRC
41
Consolidated Portfolio Review Corp
New York
$467K 13,524 -1,863 -12%
KAS
42
Kestra Advisory Services
Texas
$453K 13,120 +484 +4%
CIA
43
Concurrent Investment Advisors
Florida
$452K 13,093 +13,093 New
IAS
44
Insigneo Advisory Services
Florida
$432K 12,522 – –
WGCA
45
Wolf Group Capital Advisors
Virginia
$432K 13,067 +7 +0.1%
SFFS
46
Stonehage Fleming Financial Services
Jersey
$431K 12,500 -375 -3%
IF
47
Intrua Financial
Texas
$431K 12,494 +12,494 New
PWA
48
Phoenix Wealth Advisors
North Carolina
$404K 11,997 +914 +8%
Comerica Bank
49
Comerica Bank
Texas
$401K 11,623 +9,617 +479%
KA
50
Kovack Advisors
Florida
$396K 11,491 +200 +2%
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