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ARTY

iShares Future AI & Tech ETF

182 hedge funds and large institutions have $198M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

31% more capital invested

Capital invested by funds: $151M → $198M (+$47.3M)

9% more funds holding

Funds holding: 167182 (+15)

2.79% more ownership

Funds ownership: 24.77%27.56% (+2.8%)

Holders
182
Holders Change
+15
Holders Change %
+8.98%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
58
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.38M +$302K +8,316 +29%
Wells Fargo
27
Wells Fargo
California
$1.33M +$227K +6,248 +21%
CCA
28
Cora Capital Advisors
New Jersey
$1.28M -$25.8K -711 -2%
BCM
29
Brookstone Capital Management
Illinois
$1.15M -$46.5K -1,281 -4%
WA
30
Waddell & Associates
Tennessee
$1.14M
CIG
31
Cascade Investment Group
Colorado
$1.09M -$18.2K -500 -2%
HHRDM
32
H&H Retirement Design & Management
Nevada
$1.04M -$149K -4,090 -13%
SA
33
Strategic Advocates
Utah
$1.03M +$177K +4,868 +21%
TFGT
34
TS Financial Group (TSFG)
Illinois
$1.02M +$23.3K +642 +2%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$1M +$618 +17 +0.1%
KAS
36
Kestra Advisory Services
Texas
$963K +$116K +3,182 +14%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$874K +$603K +16,606 +238%
PWA
38
Phoenix Wealth Advisors
North Carolina
$867K +$727 +20 +0.1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$850K +$139K +3,821 +20%
CC
40
Copperleaf Capital
North Carolina
$811K +$795K +21,889 New
APWA
41
Atlas Private Wealth Advisors
New Jersey
$739K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$721K -$4.19M -115,213 -86%
SA
43
Sanctuary Advisors
Indiana
$661K +$23.8K +656 +4%
AWS
44
Atria Wealth Solutions
New York
$651K +$33.4K +920 +6%
Corient Private Wealth
45
Corient Private Wealth
Florida
$651K -$297K -8,187 -32%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$648K -$158K -4,350 -20%
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$630K
AP
48
Advisors Preferred
Maryland
$604K +$589K +16,219 New
SWP
49
Stratos Wealth Partners
Ohio
$603K -$10.7K -294 -2%
OIA
50
OneDigital Investment Advisors
Kansas
$567K -$73.5K -2,022 -12%

ARTY Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2024, worth a combined $198M — up 31% from $151M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ARTY positions and 15 closed out — a net gain of 21 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $16M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.46M sold.

  • 182 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $198M of iShares Future AI & Tech ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 36 funds opened new iShares Future AI & Tech ETF positions in Q4 2024 and 15 closed out, a net change of +21 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2024 was Wharton Business Group, an estimated $16M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2024 was Flow Traders U.S., an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.