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ARTY

iShares Future AI & Tech ETF

160 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

779% more call options, than puts

Call options by funds: $299K | Put options by funds: $34K

122% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 27

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

7% more funds holding

Funds holding: 150160 (+10)

0% more capital invested

Capital invested by funds: $167M → $167M (+$492K)

2.73% less ownership

Funds ownership: 28.12%25.38% (-2.7%)

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
60
Reduced
27
Closed
20
Calls
$299K
Puts
$34K
Net Calls
+$265K
Net Calls Change
-$816K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$934K -$18.4K -547 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$929K -$176K -5,220 -16%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$918K -$1.2M -35,787 -57%
IF
29
Intrua Financial
Texas
$852K +$414K +12,310 +99%
HHRDM
30
H&H Retirement Design & Management
Nevada
$827K -$17.8K -530 -2%
PWA
31
Phoenix Wealth Advisors
North Carolina
$807K +$386K +11,489 +96%
CAN
32
Cetera Advisor Networks
California
$794K +$17.1K +509 +2%
Stifel Financial
33
Stifel Financial
Missouri
$774K +$507K +15,060 +202%
KAS
34
Kestra Advisory Services
Texas
$748K +$291K +8,643 +66%
WWM
35
WJ Wealth Management
Arizona
$675K -$154K -4,570 -19%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$673K -$41.7K -1,240 -6%
OIA
37
OneDigital Investment Advisors
Kansas
$602K +$589K +17,516 New
JP Morgan Chase
38
JP Morgan Chase
New York
$593K +$51.4K +1,527 +10%
Corient Private Wealth
39
Corient Private Wealth
Florida
$577K -$5.18K -154 -0.9%
AWS
40
Atria Wealth Solutions
New York
$567K +$41.2K +1,224 +8%
SWP
41
Stratos Wealth Partners
Ohio
$556K +$545K +16,188 New
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$550K
IAS
43
Insigneo Advisory Services
Florida
$538K +$106K +3,150 +25%
CPRC
44
Consolidated Portfolio Review Corp
New York
$506K +$40.9K +1,217 +9%
PI
45
PFG Investments
New York
$506K +$496K +14,741 New
SFFS
46
Stonehage Fleming Financial Services
Jersey
$482K +$96.7K +2,875 +23%
CIA
47
Concurrent Investment Advisors
Florida
$478K +$27.7K +824 +6%
LAS
48
Legacy Advisory Services
Pennsylvania
$450K +$441K +13,106 New
WGCA
49
Wolf Group Capital Advisors
Virginia
$432K
Comerica Bank
50
Comerica Bank
Texas
$417K +$17.2K +512 +4%

ARTY Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2024, worth a combined $167M — up 0.29% from $167M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARTY positions and 20 closed out — a net gain of 12 holders — while 60 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $24.3M.

  • 160 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2024, up from 150 in Q4 2023.
  • Funds reported $167M of iShares Future AI & Tech ETF stock for Q1 2024, up 0.29% quarter-over-quarter.
  • 32 funds opened new iShares Future AI & Tech ETF positions in Q1 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2024 was Ameriprise, an estimated $10.3M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2024.