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ARTY

iShares Future AI & Tech ETF
ARTY

150 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

58% more capital invested

Capital invested by funds: $105M → $167M (+$61.5M)

22% more funds holding

Funds holding: 123 → 150 (+27)

6.03% more ownership

Funds ownership: 22.09% → 28.12% (+6%)

Holders
150
Holders Change
+27
Holders Change %
+21.95%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
54
Reduced
22
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.2M
2
TF
Theory Financial
Colorado
+$3.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.87M
4
Ameriprise
Ameriprise
Minnesota
+$1.75M
5
LPL Financial
LPL Financial
California
+$1.43M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.3M
2
HCA
Heck Capital Advisors
Wisconsin
-$2.22M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.77M
4
Jane Street
Jane Street
New York
-$1.34M
5
Osaic Holdings
Osaic Holdings
Arizona
-$970K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
26
Cora Capital Advisors
New Jersey
$904K +$50.9K +1,606 +7%
HHRDM
27
H&H Retirement Design & Management
Nevada
$884K +$21.8K +687 +3%
WWM
28
WJ Wealth Management
Arizona
$835K -$12.1K -382 -2%
AWM
29
AE Wealth Management
Kansas
$811K +$322K +10,168 +71%
CAN
30
Cetera Advisor Networks
California
$780K -$339K -10,695 -32%
SC
31
Scotia Capital
Ontario, Canada
$753K +$691K +21,825 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$719K +$66.6K +2,103 +11%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$666K +$521K +16,460 +633%
Corient Private Wealth
34
Corient Private Wealth
Florida
$585K +$537K +16,948 New
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$552K +$507K +16,000 New
JP Morgan Chase
36
JP Morgan Chase
New York
$543K +$499K +15,745 New
AWS
37
Atria Wealth Solutions
New York
$528K +$484K +15,290 New
CIG
38
Cascade Investment Group
Colorado
$513K +$471K +14,860 New
Mariner
39
Mariner
Kansas
$474K +$97.2K +3,068 +29%
SS
40
Sunbelt Securities
Texas
$470K -$68.4K -2,159 -14%
CPRC
41
Consolidated Portfolio Review Corp
New York
$467K -$59K -1,863 -12%
KAS
42
Kestra Advisory Services
Texas
$453K +$15.3K +484 +4%
CIA
43
Concurrent Investment Advisors
Florida
$452K +$415K +13,093 New
IAS
44
Insigneo Advisory Services
Florida
$432K – – –
WGCA
45
Wolf Group Capital Advisors
Virginia
$432K +$222 +7 +0.1%
SFFS
46
Stonehage Fleming Financial Services
Jersey
$431K -$11.9K -375 -3%
IF
47
Intrua Financial
Texas
$431K +$396K +12,494 New
PWA
48
Phoenix Wealth Advisors
North Carolina
$404K +$28.9K +914 +8%
Comerica Bank
49
Comerica Bank
Texas
$401K +$305K +9,617 +479%
KA
50
Kovack Advisors
Florida
$396K +$6.33K +200 +2%
1
2
3 4 5

ARTY Hedge Fund Activity: Q4 2023 in Review

150 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2023, worth a combined $167M — up 58% from $105M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARTY positions and 8 closed out — a net gain of 29 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.2M. The largest seller was Royal Bank of Canada, cutting an estimated $2.3M.

  • 150 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2023, up from 123 in Q3 2023.
  • Funds reported $167M of iShares Future AI & Tech ETF stock for Q4 2023, up 58% quarter-over-quarter.
  • 37 funds opened new iShares Future AI & Tech ETF positions in Q4 2023 and 8 closed out, a net change of +29 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.2M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2023.