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ARTY

iShares Future AI & Tech ETF
ARTY

95 hedge funds and large institutions have $114M invested in iShares Future AI & Tech ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

13% more funds holding

Funds holding: 84 → 95 (+11)

6% more capital invested

Capital invested by funds: $108M → $114M (+$6.05M)

0.23% less ownership

Funds ownership: 25.56% → 25.33% (-0.23%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
33
Reduced
15
Closed
10
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$897K

Top Buyers

1
Jane Street
Jane Street
New York
+$3.39M
2
Bank of America
Bank of America
North Carolina
+$2.45M
3
MHS
M Holdings Securities
Oregon
+$1.69M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.53M
5
UBS Group
UBS Group
Switzerland
+$1.32M

Top Sellers

1
PWS
Paragon Wealth Strategies
Florida
-$4.05M
2
FTUS
Flow Traders U.S.
New York
-$1.68M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.41M
4
AWM
AE Wealth Management
Kansas
-$1.39M
5
Belvedere Trading
Belvedere Trading
Illinois
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$123K +$50.3K +1,165 +75%
GWM
52
Geneos Wealth Management
Colorado
$115K – – –
Barclays
53
Barclays
United Kingdom
$110K +$105K +2,441 New
US Bancorp
54
US Bancorp
Minnesota
$99K +$53.8K +1,245 +128%
JEST
55
JTC Employer Solutions Trustee
Jersey
$90K +$86.4K +2,000 New
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$89K +$85.3K +1,975 New
BW
57
Bison Wealth
Georgia
$56K +$53.5K +1,238 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$54K +$51.8K +1,200 New
TF
59
TimeScale Financial
Massachusetts
$49K +$86 +2 +0.2%
MAM
60
Meeder Asset Management
Ohio
$48K +$45.8K +1,060 New
PA
61
Parallel Advisors
California
$45K -$43 -1 -0.1%
CTC
62
Central Trust Company
Missouri
$45K – – –
CT
63
Caldwell Trust
Florida
$35.9K – – –
EIP
64
Ellis Investment Partners
Pennsylvania
$35K +$34.5K +800 New
EWM
65
Evermay Wealth Management
Virginia
$31K +$30.2K +700 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$29K – – –
IA
67
IFP Advisors
Florida
$26K -$118K -2,725 -82%
RG
68
Retirement Group
California
$26K – – –
AA
69
Ancora Advisors
Ohio
$26K +$25.2K +583 New
AF
70
Allworth Financial
California
$25K – – –
BCV
71
Banque Cantonale Vaudoise
Switzerland
$22K +$21.4K +495 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$20K – – –
COCM
73
Charter Oak Capital Management
New Hampshire
$20K – – –
PCFFS
74
Pacific Center for Financial Services
California
$19K +$2.98K +69 +20%
CLOS
75
Compagnie Lombard Odier SCmA
Switzerland
$18K – – –
1 2
3
4 5

ARTY Hedge Fund Activity: Q2 2021 in Review

95 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2021, worth a combined $114M — up 5.6% from $108M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ARTY positions and 10 closed out — a net gain of 11 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.39M. The largest seller was Paragon Wealth Strategies, cutting an estimated $4.05M.

  • 95 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2021, up from 84 in Q1 2021.
  • Funds reported $114M of iShares Future AI & Tech ETF stock for Q2 2021, up 5.6% quarter-over-quarter.
  • 21 funds opened new iShares Future AI & Tech ETF positions in Q2 2021 and 10 closed out, a net change of +11 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2021 was Jane Street, an estimated $3.39M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2021 was Paragon Wealth Strategies, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2021.