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ARTY

iShares Future AI & Tech ETF
ARTY

87 hedge funds and large institutions have $54.1M invested in iShares Future AI & Tech ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

16% more funds holding

Funds holding: 75 → 87 (+12)

11% more capital invested

Capital invested by funds: $48.6M → $54.1M (+$5.55M)

2.88% less ownership

Funds ownership: 22.15% → 19.27% (-2.9%)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
21
Reduced
13
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.49M
2
WBG
Wharton Business Group
Pennsylvania
+$2.18M
3
Morgan Stanley
Morgan Stanley
New York
+$2.17M
4
WWM
WJ Wealth Management
Arizona
+$1.76M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$8.59M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.35M
3
OMC
Old Mission Capital
Illinois
-$1.96M
4
FTUS
Flow Traders U.S.
New York
-$1.93M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$33.6K -$22.1K -749 -34%
JEST
52
JTC Employer Solutions Trustee
Jersey
$31K +$29.5K +1,000 New
FAM
53
Family Asset Management
South Carolina
$30.6K – – –
ASN
54
Advisory Services Network
Georgia
$30.4K +$3.1K +105 +12%
GWS
55
Glassman Wealth Services
Virginia
$28K – – –
MWM
56
Mascoma Wealth Management
New Hampshire
$27.1K – – –
CT
57
Caldwell Trust
Florida
$25.1K – – –
EWM
58
Evermay Wealth Management
Virginia
$22K – – –
AF
59
Allworth Financial
California
$17.1K – – –
BCV
60
Banque Cantonale Vaudoise
Switzerland
$15K – – –
FMP
61
Financial Management Professionals
Texas
$15K – – –
CIAS
62
Capital Investment Advisory Services
North Carolina
$14.1K – – –
BWM
63
Baystate Wealth Management
Massachusetts
$12.7K – – –
S
64
SignatureFD
Georgia
$11.8K – – –
PGAM
65
Princeton Global Asset Management
New Jersey
$11.6K – – –
PCFFS
66
Pacific Center for Financial Services
California
$8.05K +$7.59K +257 New
GWM
67
Geneos Wealth Management
Colorado
$7.63K +$7.17K +243 New
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$6.89K – – –
PFBT
69
Parkside Financial Bank & Trust
Missouri
$6.28K +$5.91K +200 New
WPA
70
West Paces Advisors
Georgia
$6.28K +$5.91K +200 New
AAS
71
Ameritas Advisory Services
Nebraska
$5.77K +$5.79K +196 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$5.08K +$1.41M +47,774 +42%
CA
73
Crewe Advisors
Utah
$5.05K +$4.75K +161 New
JFG
74
JDM Financial Group
Texas
$5.05K +$4.75K +161 New
TWC
75
TD Waterhouse Canada
Ontario, Canada
$4.21K +$2.95K +100 New
1 2
3
4 5

ARTY Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2023, worth a combined $54.1M — up 11% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ARTY positions and 16 closed out — a net gain of 13 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.49M. The largest seller was Jane Street, cutting an estimated $8.59M.

  • 87 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2023, up from 75 in Q4 2022.
  • Funds reported $54.1M of iShares Future AI & Tech ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 29 funds opened new iShares Future AI & Tech ETF positions in Q1 2023 and 16 closed out, a net change of +13 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2023 was LPL Financial, an estimated $2.49M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2023 was Jane Street, an estimated $8.59M sold.

Based on aggregated 13F filings for Q1 2023.