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ARTY

iShares Future AI & Tech ETF
ARTY

78 hedge funds and large institutions have $50.8M invested in iShares Future AI & Tech ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 20.96% → 20.93% (-0.03%)

8% less funds holding

Funds holding: 85 → 78 (-7)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

26% less capital invested

Capital invested by funds: $69.1M → $50.8M (-$18.3M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
78
Holders Change
-7
Holders Change %
-8.24%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
22
Closed
17
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$5K

Top Buyers

1
HT
HAP Trading
New York
+$4.66M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.52M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$1.92M
4
Jane Street
Jane Street
New York
+$1.84M
5
WBG
Wharton Business Group
Pennsylvania
+$936K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.64M
2
Bank of America
Bank of America
North Carolina
-$2.73M
3
Stifel Financial
Stifel Financial
Missouri
-$1.76M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.71M
5
MHS
M Holdings Securities
Oregon
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Allworth Financial
California
$14K – – –
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$13K -$58 -2 -0.4%
FMP
53
Financial Management Professionals
Texas
$13K – – –
PFA
54
Professional Financial Advisors
Nebraska
$13K +$58 +2 +0.4%
BCV
55
Banque Cantonale Vaudoise
Switzerland
$12K – – –
CIAS
56
Capital Investment Advisory Services
North Carolina
$12K – – –
CLOS
57
Compagnie Lombard Odier SCmA
Switzerland
$11K – – –
BWM
58
Baystate Wealth Management
Massachusetts
$11K +$58 +2 +0.5%
PGAM
59
Princeton Global Asset Management
New Jersey
$10K – – –
S
60
SignatureFD
Georgia
$10K – – –
AWM
61
Avior Wealth Management
Nebraska
$8K +$29 +1 +0.3%
PCFFS
62
Pacific Center for Financial Services
California
$7K +$29 +1 +0.4%
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K – – –
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$6K – – –
CFN
65
Cordasco Financial Network
Florida
$5K – – –
LF
66
Lee Financial
Texas
$3K – – –
PP
67
Pacifica Partners
Canada
$3K – – –
Wells Fargo
68
Wells Fargo
California
$3K +$2.95K +101 New
KFI
69
Key Financial Inc
Pennsylvania
$3K +$3.68K +126 New
HBW
70
Hazlett, Burt & Watson
West Virginia
$2K – – –
FRA
71
Front Row Advisors
California
$1K – – –
TF
72
Tompkins Financial
New York
$1K – – –
FBC
73
Fairfield, Bush & Co
Connecticut
$1K +$876 +30 New
WWMSC
74
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.17K +40 New
TCWM
75
Total Clarity Wealth Management
Illinois
$1K +$1.52K +52 New
1 2
3
4

ARTY Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2022, worth a combined $50.8M — down 26% from $69.1M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ARTY and 10 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 18 added.

The largest buyer was HAP Trading, adding an estimated $4.66M. The largest seller was UBS Group, cutting an estimated $3.64M.

  • 78 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2022, down from 85 in Q1 2022.
  • Funds reported $50.8M of iShares Future AI & Tech ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 10 funds opened new iShares Future AI & Tech ETF positions in Q2 2022 and 17 closed out, a net change of -7 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2022 was HAP Trading, an estimated $4.66M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2022 was UBS Group, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2022.