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ARTY

iShares Future AI & Tech ETF
ARTY

167 hedge funds and large institutions have $151M 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, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $51K | Put options by funds: $41K

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

2.62% less ownership

Funds ownership: 27.39% → 24.77% (-2.6%)

3% less funds holding

Funds holding: 173 → 167 (-6)

16% less capital invested

Capital invested by funds: $179M → $151M (-$28.3M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
167
Holders Change
-6
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
45
Reduced
46
Closed
20
Calls
$51K
Puts
$41K
Net Calls
+$10K
Net Calls Change
-$46K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
+$3.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.6M
3
LWM
Lionsbridge Wealth Management
Florida
+$2.5M
4
FTUS
Flow Traders U.S.
New York
+$2.45M
5
Wells Fargo
Wells Fargo
California
+$899K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.4M
2
Ameriprise
Ameriprise
Minnesota
-$9.73M
3
GF
Gimbal Financial
Indiana
-$8.19M
4
Jane Street
Jane Street
New York
-$6.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
26
H&H Retirement Design & Management
Nevada
$1.1M +$56.8K +1,712 +6%
WA
27
Waddell & Associates
Tennessee
$1.05M +$100K +3,016 +11%
CIG
28
Cascade Investment Group
Colorado
$1.03M -$36.5K -1,100 -4%
Wells Fargo
29
Wells Fargo
California
$1.01M +$899K +27,074 +1,057%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$992K +$11.3K +339 +1%
NA
31
NewEdge Advisors
Louisiana
$971K +$17K +513 +2%
Citadel Advisors
32
Citadel Advisors
Florida
$944K +$377K +11,350 +70%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$923K -$896 -27 -0.1%
TFGT
34
TS Financial Group (TSFG)
Illinois
$920K +$13.2K +399 +2%
Corient Private Wealth
35
Corient Private Wealth
Florida
$882K -$49.2K -1,482 -5%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$860K -$186K -5,601 -18%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$840K -$260K -7,833 -24%
PWA
38
Phoenix Wealth Advisors
North Carolina
$800K +$3.69K +111 +0.5%
SA
39
Strategic Advocates
Utah
$788K +$255K +7,680 +50%
KAS
40
Kestra Advisory Services
Texas
$780K -$49.2K -1,483 -6%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$748K -$325K -9,790 -31%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$706K -$39.5K -1,190 -5%
APWA
43
Atlas Private Wealth Advisors
New Jersey
$683K – – –
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$655K -$44.6K -1,343 -7%
SA
45
Sanctuary Advisors
Indiana
$607K +$19.3K +580 +4%
OIA
46
OneDigital Investment Advisors
Kansas
$593K – – –
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$582K – – –
AWS
48
Atria Wealth Solutions
New York
$570K -$12.9K -389 -2%
SWP
49
Stratos Wealth Partners
Ohio
$567K -$16.2K -487 -3%
LAS
50
Legacy Advisory Services
Pennsylvania
$497K – – –
1
2
3 4 5

ARTY Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2024, worth a combined $151M — down 16% from $179M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ARTY and 14 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 45 added.

The largest buyer was Wharton Business Group, adding an estimated $3.78M. The largest seller was Morgan Stanley, cutting an estimated $12.4M.

  • 167 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2024, down from 173 in Q2 2024.
  • Funds reported $151M of iShares Future AI & Tech ETF stock for Q3 2024, down 16% quarter-over-quarter.
  • 14 funds opened new iShares Future AI & Tech ETF positions in Q3 2024 and 20 closed out, a net change of -6 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2024 was Wharton Business Group, an estimated $3.78M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2024 was Morgan Stanley, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.