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ARTY

iShares Future AI & Tech ETF
ARTY

98 hedge funds and large institutions have $99.7M invested in iShares Future AI & Tech ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

8% more funds holding

Funds holding: 91 → 98 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more call options, than puts

Call options by funds: $1K | Put options by funds: $1K

4% less capital invested

Capital invested by funds: $104M → $99.7M (-$4.47M)

1.56% less ownership

Funds ownership: 24.52% → 22.96% (-1.6%)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
40
Reduced
22
Closed
7
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
-$351K

Top Buyers

1
Jane Street
Jane Street
New York
+$6.08M
2
WGCA
Wolf Group Capital Advisors
Virginia
+$1.45M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.25M
4
FPGK
Financial Partners Group (Kansas)
Kansas
+$914K
5
PWS
Paragon Wealth Strategies
Florida
+$719K

Top Sellers

1
B
Barings
North Carolina
-$5.23M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.68M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.54M
5
FTUS
Flow Traders U.S.
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Mascoma Wealth Management
New Hampshire
$129K +$11.9K +271 +10%
BAM
52
Belpointe Asset Management
Nevada
$122K +$306 +7 +0.2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$114K +$4.38K +100 +4%
GWM
54
Geneos Wealth Management
Colorado
$107K +$44 +1 +0%
US Bancorp
55
US Bancorp
Minnesota
$92K – – –
JEST
56
JTC Employer Solutions Trustee
Jersey
$83K – – –
AF
57
Advisornet Financial
Minnesota
$79K +$2.23K +51 +3%
IA
58
IFP Advisors
Florida
$72K +$41.1K +940 +118%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$71K +$22.8K +520 +43%
APA
60
American Portfolios Advisors
New York
$64.4K -$47.7K -1,091 -41%
COCM
61
Charter Oak Capital Management
New Hampshire
$60K – – –
TF
62
TimeScale Financial
Massachusetts
$46K +$1.05K +24 +2%
MAM
63
Meeder Asset Management
Ohio
$44K – – –
PA
64
Parallel Advisors
California
$42K +$1.18K +27 +3%
CTC
65
Central Trust Company
Missouri
$41K – – –
GWS
66
Glassman Wealth Services
Virginia
$37K -$43.8K -1,000 -53%
CT
67
Caldwell Trust
Florida
$33.1K – – –
EWM
68
Evermay Wealth Management
Virginia
$29K – – –
TC
69
TAP Consulting
Missouri
$26K +$27.4K +625 New
AA
70
Ancora Advisors
Ohio
$24K -$75.7K -1,730 -75%
RG
71
Retirement Group
California
$24K – – –
AF
72
Allworth Financial
California
$23K -$1.66K -38 -7%
FMP
73
Financial Management Professionals
Texas
$20K -$18.2K -415 -46%
PFA
74
Professional Financial Advisors
Nebraska
$20K +$10.4K +238 +100%
BCV
75
Banque Cantonale Vaudoise
Switzerland
$19K -$1.09K -25 -5%
1 2
3
4 5

ARTY Hedge Fund Activity: Q4 2021 in Review

98 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2021, worth a combined $99.7M — down 4.3% from $104M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ARTY positions and 7 closed out — a net gain of 8 holders — while 40 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $6.08M. The largest seller was Barings, exiting entirely with an estimated $5.23M sold.

  • 98 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2021, up from 91 in Q3 2021.
  • Funds reported $99.7M of iShares Future AI & Tech ETF stock for Q4 2021, down 4.3% quarter-over-quarter.
  • 15 funds opened new iShares Future AI & Tech ETF positions in Q4 2021 and 7 closed out, a net change of +8 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2021 was Jane Street, an estimated $6.08M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2021 was Barings, an estimated $5.23M sold.

Based on aggregated 13F filings for Q4 2021.