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ARTY

iShares Future AI & Tech ETF
ARTY

75 hedge funds and large institutions have $48.6M invested in iShares Future AI & Tech ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $15K | Put options by funds: $2K

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

6% more funds holding

Funds holding: 71 → 75 (+4)

3% more capital invested

Capital invested by funds: $47.2M → $48.6M (+$1.42M)

0.62% more ownership

Funds ownership: 21.53% → 22.15% (+0.62%)

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
20
Reduced
18
Closed
12
Calls
$15K
Puts
$2K
Net Calls
+$13K
Net Calls Change
+$15K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.68M
2
OMC
Old Mission Capital
Illinois
+$1.93M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.9M
4
FTUS
Flow Traders U.S.
New York
+$1.28M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$972K

Top Sellers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
-$3.69M
2
CCA
Clearwater Capital Advisors
Illinois
-$2.72M
3
HT
HAP Trading
New York
-$2.13M
4
WBG
Wharton Business Group
Pennsylvania
-$1.6M
5
FPGK
Financial Partners Group (Kansas)
Kansas
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
51
NewSquare Capital
Pennsylvania
$19.2K -$9.91K -394 -34%
EWM
52
Evermay Wealth Management
Virginia
$17.9K – – –
AWM
53
Activest Wealth Management
Florida
$15.3K – – –
AF
54
Allworth Financial
California
$13.9K – – –
BCV
55
Banque Cantonale Vaudoise
Switzerland
$12K – – –
FMP
56
Financial Management Professionals
Texas
$12K – – –
CIAS
57
Capital Investment Advisory Services
North Carolina
$11.5K – – –
BWM
58
Baystate Wealth Management
Massachusetts
$10K +$25 +1 +0.2%
S
59
SignatureFD
Georgia
$9.57K – – –
PGAM
60
Princeton Global Asset Management
New Jersey
$9K – – –
AWM
61
Avior Wealth Management
Nebraska
$8.6K +$25 +1 +0.3%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$5.61K – – –
MCC
63
Money Concepts Capital
Florida
$3.34K +$3.29K +131 New
KFI
64
Key Financial Inc
Pennsylvania
$3K – – –
Wells Fargo
65
Wells Fargo
California
$2.55K -$25 -1 -1%
LF
66
Lee Financial
Texas
$2.55K – – –
PP
67
Pacifica Partners
Canada
$2.51K – – –
HBW
68
Hazlett, Burt & Watson
West Virginia
$2K – – –
MAWA
69
Moss Adams Wealth Advisors
Washington
$1.02K +$1.01K +40 New
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.02K -$2.42K -96 -71%
TF
71
Tompkins Financial
New York
$1K – – –
AF
72
Affiance Financial
Minnesota
$204 +$201 +8 New
NA
73
NewEdge Advisors
Louisiana
$64 +$63K +2,503 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$26 -$302 -12 -92%
MHS
75
M Holdings Securities
Oregon
– -$3.69M -154,829 Closed
1 2
3
4

ARTY Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2022, worth a combined $48.6M — up 3% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ARTY positions and 12 closed out — a net gain of 6 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $2.68M. The largest seller was M Holdings Securities, exiting entirely with an estimated $3.69M sold.

  • 75 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2022, up from 71 in Q3 2022.
  • Funds reported $48.6M of iShares Future AI & Tech ETF stock for Q4 2022, up 3% quarter-over-quarter.
  • 18 funds opened new iShares Future AI & Tech ETF positions in Q4 2022 and 12 closed out, a net change of +6 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2022 was Jane Street, an estimated $2.68M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2022 was M Holdings Securities, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2022.