ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

164 hedge funds and large institutions have $150M invested in iShares Future AI & Tech ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 19 closing their positions.

Holders
164
Holders Change
-6
Holders Change %
-3.53%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
45
Reduced
45
Closed
19
Calls
$51K
Puts
$41K
Net Calls
+$10K
Net Calls Change
-$46K

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$12.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.61M
3
LWM
3
Lionsbridge Wealth Management
Florida
$2.58M
4
FTUS
4
Flow Traders U.S.
New York
$4.46M
5
Wells Fargo
5
Wells Fargo
California
$1.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.7M
2
Ameriprise
2
Ameriprise
Minnesota
$9.34M
3
GF
3
Gimbal Financial
Indiana
$0
4
Jane Street
4
Jane Street
New York
$4.19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
HHRDM
26
H&H Retirement Design & Management
Nevada
$1.1M 30,934 +1,712 +6%
WA
27
Waddell & Associates
Tennessee
$1.05M 30,710 +3,016 +11%
CIG
28
Cascade Investment Group
Colorado
$1.03M 29,977 -1,100 -4%
Wells Fargo
29
Wells Fargo
California
$1.01M 29,635 +27,074 +1,057%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$992K 28,986 +339 +1%
NA
31
NewEdge Advisors
Louisiana
$971K 28,358 +513 +2%
Citadel Advisors
32
Citadel Advisors
Florida
$944K 27,577 +11,350 +70%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$923K 26,951 -27 -0.1%
TFGT
34
TS Financial Group (TSFG)
Illinois
$920K 26,875 +399 +2%
Corient Private Wealth
35
Corient Private Wealth
Florida
$882K 25,758 -1,482 -5%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$860K 25,116 -5,601 -18%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$840K 24,520 -7,833 -24%
PWA
38
Phoenix Wealth Advisors
North Carolina
$800K 23,358 +111 +0.5%
SA
39
Strategic Advocates
Utah
$788K 23,017 +7,680 +50%
KAS
40
Kestra Advisory Services
Texas
$780K 22,789 -1,483 -6%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$748K 21,838 -9,790 -31%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$706K 20,621 -1,190 -5%
APWA
43
Atlas Private Wealth Advisors
New Jersey
$683K 19,940 – –
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$655K 19,117 -1,343 -7%
SA
45
Sanctuary Advisors
Indiana
$607K 16,323 +580 +4%
OIA
46
OneDigital Investment Advisors
Kansas
$593K 17,327 – –
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$582K 17,000 – –
AWS
48
Atria Wealth Solutions
New York
$570K 16,653 -389 -2%
SWP
49
Stratos Wealth Partners
Ohio
$567K 16,551 -487 -3%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$493K 14,395 +3,255 +29%
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