ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

157 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 27 reducing their positions, and 20 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
59
Reduced
27
Closed
20
Calls
$299K
Puts
$34K
Net Calls
+$265K
Net Calls Change
-$816K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$17.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.67M
3
Bank of America
3
Bank of America
North Carolina
$18.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.1M
5
UBS Group
5
UBS Group
Switzerland
$4.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.3M
2
Jane Street
2
Jane Street
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$918K
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$93.3K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$934K 27,202 -547 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$929K 27,031 -5,220 -16%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$918K 26,711 -35,787 -57%
IF
29
Intrua Financial
Texas
$852K 24,804 +12,310 +99%
HHRDM
30
H&H Retirement Design & Management
Nevada
$827K 25,949 -530 -2%
PWA
31
Phoenix Wealth Advisors
North Carolina
$807K 23,486 +11,489 +96%
CAN
32
Cetera Advisor Networks
California
$794K 23,108 +509 +2%
Stifel Financial
33
Stifel Financial
Missouri
$774K 22,525 +15,060 +202%
KAS
34
Kestra Advisory Services
Texas
$748K 21,763 +8,643 +66%
WWM
35
WJ Wealth Management
Arizona
$675K 19,646 -4,570 -19%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$673K 19,596 -1,240 -6%
OIA
37
OneDigital Investment Advisors
Kansas
$602K 17,516 +17,516 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$593K 17,272 +1,527 +10%
Corient Private Wealth
39
Corient Private Wealth
Florida
$577K 16,794 -154 -0.9%
AWS
40
Atria Wealth Solutions
New York
$567K 16,514 +1,224 +8%
SWP
41
Stratos Wealth Partners
Ohio
$556K 16,188 +16,188 New
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$550K 16,000 – –
IAS
43
Insigneo Advisory Services
Florida
$538K 15,672 +3,150 +25%
CPRC
44
Consolidated Portfolio Review Corp
New York
$506K 14,741 +1,217 +9%
PI
45
PFG Investments
New York
$506K 14,741 +14,741 New
SFFS
46
Stonehage Fleming Financial Services
Jersey
$482K 15,375 +2,875 +23%
CIA
47
Concurrent Investment Advisors
Florida
$478K 13,917 +824 +6%
WGCA
48
Wolf Group Capital Advisors
Virginia
$432K 13,067 – –
Comerica Bank
49
Comerica Bank
Texas
$417K 12,135 +512 +4%
AWM
50
AE Wealth Management
Kansas
$413K 12,023 -12,509 -51%
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