We are live on ! Find out more
ARTY

iShares Future AI & Tech ETF
ARTY

85 hedge funds and large institutions have $69.1M invested in iShares Future AI & Tech ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

2.01% less ownership

Funds ownership: 22.96% → 20.96% (-2%)

13% less funds holding

Funds holding: 98 → 85 (-13)

31% less capital invested

Capital invested by funds: $99.7M → $69.1M (-$30.6M)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
85
Holders Change
-13
Holders Change %
-13.27%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
24
Reduced
20
Closed
23
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$2.06M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.95M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.3M
4
Ameriprise
Ameriprise
Minnesota
+$925K
5
HT
HAP Trading
New York
+$682K

Top Sellers

Rank Fund Capital Flow
1
PWS
Paragon Wealth Strategies
Florida
-$14.9M
2
Jane Street
Jane Street
New York
-$6.36M
3
RCS
Retirement Capital Strategies
California
-$4.62M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.26M
5
WGCA
Wolf Group Capital Advisors
Virginia
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
Meeder Asset Management
Ohio
$36K – – –
CTC
52
Central Trust Company
Missouri
$34K – – –
PA
53
Parallel Advisors
California
$33K -$2.71K -76 -7%
GWS
54
Glassman Wealth Services
Virginia
$31K – – –
CT
55
Caldwell Trust
Florida
$27.5K – – –
EWM
56
Evermay Wealth Management
Virginia
$24K – – –
JEST
57
JTC Employer Solutions Trustee
Jersey
$23K -$47.5K -1,330 -67%
AF
58
Allworth Financial
California
$19K – – –
FMP
59
Financial Management Professionals
Texas
$17K – – –
BCV
60
Banque Cantonale Vaudoise
Switzerland
$16K – – –
PFA
61
Professional Financial Advisors
Nebraska
$16K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$16K +$8.03K +225 +89%
CIAS
63
Capital Investment Advisory Services
North Carolina
$15K – – –
CLOS
64
Compagnie Lombard Odier SCmA
Switzerland
$14K – – –
BWM
65
Baystate Wealth Management
Massachusetts
$14K +$1.86K +52 +15%
PGAM
66
Princeton Global Asset Management
New Jersey
$13K – – –
S
67
SignatureFD
Georgia
$13K – – –
CG
68
Cutler Group
California
$13K +$3.57K +100 +33%
AWM
69
Avior Wealth Management
Nebraska
$11K – – –
PCFFS
70
Pacific Center for Financial Services
California
$9K -$6.21K -174 -41%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$8K – – –
CFN
72
Cordasco Financial Network
Florida
$7K – – –
BCMLT
73
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K +$6.28K +176 New
MCC
74
Money Concepts Capital
Florida
$5K +$4.68K +131 New
NFSG
75
Newbridge Financial Services Group
Florida
$4K – – –
1 2
3
4 5

ARTY Hedge Fund Activity: Q1 2022 in Review

85 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2022, worth a combined $69.1M — down 31% from $99.7M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ARTY and 12 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 24 added.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $2.06M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $14.9M sold.

  • 85 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2022, down from 98 in Q4 2021.
  • Funds reported $69.1M of iShares Future AI & Tech ETF stock for Q1 2022, down 31% quarter-over-quarter.
  • 12 funds opened new iShares Future AI & Tech ETF positions in Q1 2022 and 23 closed out, a net change of -11 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2022 was Steward Partners Investment Advisory, an estimated $2.06M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2022 was Paragon Wealth Strategies, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2022.