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ARTY

iShares Future AI & Tech ETF

173 hedge funds and large institutions have $179M invested in iShares Future AI & Tech ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more call options, than puts

Call options by funds: $73K | Put options by funds: $17K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

63% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 38

8% more funds holding

Funds holding: 160173 (+13)

7% more capital invested

Capital invested by funds: $167M → $179M (+$12.1M)

2.01% more ownership

Funds ownership: 25.38%27.39% (+2%)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
62
Reduced
38
Closed
16
Calls
$73K
Puts
$17K
Net Calls
+$56K
Net Calls Change
-$209K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.07M +$10.7K +322 +1%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$153K +4,597 +17%
CIG
28
Cascade Investment Group
Colorado
$1.03M +$54.1K +1,622 +6%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$1.02M +$666K +19,979 +186%
HHRDM
30
H&H Retirement Design & Management
Nevada
$991K +$109K +3,273 +13%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$951K +$302K +9,051 +46%
NA
32
NewEdge Advisors
Louisiana
$924K -$52.3K -1,567 -5%
WA
33
Waddell & Associates
Tennessee
$919K -$13.2K -397 -1%
Corient Private Wealth
34
Corient Private Wealth
Florida
$904K +$348K +10,446 +62%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$895K -$7.47K -224 -0.8%
TFGT
36
TS Financial Group (TSFG)
Illinois
$879K +$496K +14,873 +128%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$871K -$5.6M -167,969 -86%
KAS
38
Kestra Advisory Services
Texas
$806K +$83.7K +2,509 +12%
PWA
39
Phoenix Wealth Advisors
North Carolina
$772K -$7.97K -239 -1%
JP Morgan Chase
40
JP Morgan Chase
New York
$748K +$176K +5,267 +30%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$724K -$689K -20,648 -49%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$679K -$208K -6,251 -23%
APWA
43
Atlas Private Wealth Advisors
New Jersey
$662K +$333K +9,970 +100%
FFA
44
Farther Finance Advisors
California
$594K +$384K +11,527 +180%
OIA
45
OneDigital Investment Advisors
Kansas
$575K -$6.3K -189 -1%
AWS
46
Atria Wealth Solutions
New York
$566K +$17.6K +528 +3%
SWP
47
Stratos Wealth Partners
Ohio
$566K +$28.3K +850 +5%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$564K +$33.4K +1,000 +6%
Citadel Advisors
49
Citadel Advisors
Florida
$539K -$3.13M -93,787 -85%
SA
50
Sanctuary Advisors
Indiana
$519K +$525K +15,743 New

ARTY Hedge Fund Activity: Q2 2024 in Review

173 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2024, worth a combined $179M — up 7.2% from $167M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARTY positions and 16 closed out — a net gain of 17 holders — while 62 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.2M. The largest seller was Susquehanna International Group, cutting an estimated $5.6M.

  • 173 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2024, up from 160 in Q1 2024.
  • Funds reported $179M of iShares Future AI & Tech ETF stock for Q2 2024, up 7.2% quarter-over-quarter.
  • 33 funds opened new iShares Future AI & Tech ETF positions in Q2 2024 and 16 closed out, a net change of +17 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2024 was Jane Street, an estimated $10.2M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2024 was Susquehanna International Group, an estimated $5.6M sold.

Based on aggregated 13F filings for Q2 2024.