ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

177 hedge funds and large institutions have $195M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
34
Increased
57
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$29.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.4M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$7.93M
4
GF
4
Gimbal Financial
Indiana
$3.98M
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.57M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$721K
3
Jane Street
3
Jane Street
New York
$359K
4
LWM
4
Lionsbridge Wealth Management
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.33M 35,883 +6,248 +21%
CCA
27
Cora Capital Advisors
New Jersey
$1.28M 34,616 -711 -2%
BCM
28
Brookstone Capital Management
Illinois
$1.15M 31,101 -1,281 -4%
WA
29
Waddell & Associates
Tennessee
$1.14M 30,710 – –
CIG
30
Cascade Investment Group
Colorado
$1.09M 29,477 -500 -2%
HHRDM
31
H&H Retirement Design & Management
Nevada
$1.04M 26,844 -4,090 -13%
SA
32
Strategic Advocates
Utah
$1.03M 27,885 +4,868 +21%
TFGT
33
TS Financial Group (TSFG)
Illinois
$1.02M 27,517 +642 +2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$1M 26,968 +17 +0.1%
KAS
35
Kestra Advisory Services
Texas
$963K 25,971 +3,182 +14%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$874K 23,569 +16,606 +238%
PWA
37
Phoenix Wealth Advisors
North Carolina
$867K 23,378 +20 +0.1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$850K 22,938 +3,821 +20%
CC
39
Copperleaf Capital
North Carolina
$811K 21,889 +21,889 New
APWA
40
Atlas Private Wealth Advisors
New Jersey
$739K 19,940 – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$721K 19,451 -115,213 -86%
SA
42
Sanctuary Advisors
Indiana
$661K 16,979 +656 +4%
AWS
43
Atria Wealth Solutions
New York
$651K 17,573 +920 +6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$651K 17,571 -8,187 -32%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$648K 17,488 -4,350 -20%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$630K 17,000 – –
AP
47
Advisors Preferred
Maryland
$604K 16,219 +16,219 New
SWP
48
Stratos Wealth Partners
Ohio
$603K 16,257 -294 -2%
OIA
49
OneDigital Investment Advisors
Kansas
$567K 15,305 -2,022 -12%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$532K 14,359 +14,359 New
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