ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

86 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.

Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.38%
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
1
LPL Financial
California
$5.39M
2
WBG
2
Wharton Business Group
Pennsylvania
$7.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.4M
4
WWM
4
WJ Wealth Management
Arizona
$1.87M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.07M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.44M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$466K
4
OMC
4
Old Mission Capital
Illinois
$0
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$33.6K 1,423 -749 -34%
JEST
52
JTC Employer Solutions Trustee
Jersey
$31K 1,000 +1,000 New
FAM
53
Family Asset Management
South Carolina
$30.6K 975 – –
ASN
54
Advisory Services Network
Georgia
$30.4K 969 +105 +12%
GWS
55
Glassman Wealth Services
Virginia
$28K 891 – –
MWM
56
Mascoma Wealth Management
New Hampshire
$27.1K 927 – –
EWM
57
Evermay Wealth Management
Virginia
$22K 700 – –
AF
58
Allworth Financial
California
$17.1K 546 – –
BCV
59
Banque Cantonale Vaudoise
Switzerland
$15K 470 – –
FMP
60
Financial Management Professionals
Texas
$15K 485 – –
CIAS
61
Capital Investment Advisory Services
North Carolina
$14.1K 450 – –
BWM
62
Baystate Wealth Management
Massachusetts
$12.7K 405 – –
S
63
SignatureFD
Georgia
$11.8K 375 – –
PGAM
64
Princeton Global Asset Management
New Jersey
$11.6K 371 – –
PCFFS
65
Pacific Center for Financial Services
California
$8.05K 257 +257 New
GWM
66
Geneos Wealth Management
Colorado
$7.63K 243 +243 New
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$6.89K 220 – –
WPA
68
West Paces Advisors
Georgia
$6.28K 200 +200 New
PFBT
69
Parkside Financial Bank & Trust
Missouri
$6.28K 200 +200 New
AAS
70
Ameritas Advisory Services
Nebraska
$5.77K 196 +196 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$5.08K 162,025 +47,774 +42%
CA
72
Crewe Advisors
Utah
$5.05K 161 +161 New
JFG
73
JDM Financial Group
Texas
$5.05K 161 +161 New
TWC
74
TD Waterhouse Canada
Ontario, Canada
$4.21K 100 +100 New
KFI
75
Key Financial Inc
Pennsylvania
$3.95K 126 – –
1 2
3
4 5