We are live on ! Find out more
ARTY

iShares Future AI & Tech ETF
ARTY

91 hedge funds and large institutions have $104M invested in iShares Future AI & Tech ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

0.81% less ownership

Funds ownership: 25.33% → 24.52% (-0.81%)

4% less funds holding

Funds holding: 95 → 91 (-4)

9% less capital invested

Capital invested by funds: $114M → $104M (-$10.3M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
16
Closed
9
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
+$347K

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$2.09M
2
PWS
Paragon Wealth Strategies
Florida
+$1.82M
3
WBG
Wharton Business Group
Pennsylvania
+$1.78M
4
Bank of America
Bank of America
North Carolina
+$1.27M
5
UBS Group
UBS Group
Switzerland
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.11M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.96M
3
Jane Street
Jane Street
New York
-$810K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$309K
5
SCG
Sonata Capital Group
Washington
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$94K – – –
JEST
52
JTC Employer Solutions Trustee
Jersey
$85K – – –
GWS
53
Glassman Wealth Services
Virginia
$80K -$107K -2,449 -56%
AF
54
Advisornet Financial
Minnesota
$79K +$81.4K +1,860 New
CA
55
Clearstead Advisors
Ohio
$76K +$78.8K +1,801 New
COCM
56
Charter Oak Capital Management
New Hampshire
$61K +$43.8K +1,000 +222%
BW
57
Bison Wealth
Georgia
$52K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$51K – – –
TF
59
TimeScale Financial
Massachusetts
$46K – – –
MAM
60
Meeder Asset Management
Ohio
$45K – – –
CTC
61
Central Trust Company
Missouri
$42K – – –
PA
62
Parallel Advisors
California
$42K – – –
FMP
63
Financial Management Professionals
Texas
$38K +$39.4K +900 New
CT
64
Caldwell Trust
Florida
$33.9K – – –
IA
65
IFP Advisors
Florida
$33K +$8.62K +197 +33%
EWM
66
Evermay Wealth Management
Virginia
$30K – – –
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$27K – – –
RG
68
Retirement Group
California
$25K – – –
AF
69
Allworth Financial
California
$25K +$1.66K +38 +7%
BCV
70
Banque Cantonale Vaudoise
Switzerland
$21K – – –
CIAS
71
Capital Investment Advisory Services
North Carolina
$19K – – –
PCFFS
72
Pacific Center for Financial Services
California
$18K – – –
CLOS
73
Compagnie Lombard Odier SCmA
Switzerland
$17K – – –
RFA
74
Reilly Financial Advisors
California
$17K – – –
PGAM
75
Princeton Global Asset Management
New Jersey
$16K – – –
1 2
3
4 5

ARTY Hedge Fund Activity: Q3 2021 in Review

91 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2021, worth a combined $104M — down 9% from $114M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ARTY and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 28 added.

The largest buyer was Flow Traders U.S., adding an estimated $2.09M. The largest seller was Royal Bank of Canada, cutting an estimated $2.11M.

  • 91 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2021, down from 95 in Q2 2021.
  • Funds reported $104M of iShares Future AI & Tech ETF stock for Q3 2021, down 9% quarter-over-quarter.
  • 8 funds opened new iShares Future AI & Tech ETF positions in Q3 2021 and 9 closed out, a net change of -1 holder.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2021 was Flow Traders U.S., an estimated $2.09M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2021.