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ARTY

iShares Future AI & Tech ETF

113 hedge funds and large institutions have $91.7M invested in iShares Future AI & Tech ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

69% more capital invested

Capital invested by funds: $54.1M → $91.7M (+$37.6M)

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

30% more funds holding

Funds holding: 87113 (+26)

2.07% more ownership

Funds ownership: 19.27%21.34% (+2.1%)

Holders
113
Holders Change
+26
Holders Change %
+29.89%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
31
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
51
Glass Jacobson Investment Advisors
Maryland
$163K +$151K +4,932 New
HI
52
Harbour Investments
Wisconsin
$157K -$7.83K -255 -5%
FCMT
53
Founders Capital Management (Texas)
Texas
$144K -$46.8K -1,523 -26%
CFD
54
Creative Financial Designs
Indiana
$139K +$36.2K +1,180 +39%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$106K -$9.21K -300 -9%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.5K -$6.91K -225 -8%
GWSG
57
GPS Wealth Strategies Group
Colorado
$74.3K +$69K +2,248 New
JP Morgan Chase
58
JP Morgan Chase
New York
$72.7K +$67.6K +2,200 New
SSB
59
Sandy Spring Bank
Maryland
$69.8K
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$69.3K -$13.8K -448 -18%
SPIA
61
Steward Partners Investment Advisory
New York
$68.2K +$61.3K +1,995 +2,850%
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$47.9K +$215 +7 +0.5%
IA
63
IFP Advisors
Florida
$47.4K +$338 +11 +0.8%
WOSD
64
WFA of San Diego
California
$41K +$38.1K +1,240 New
WAM
65
WFA Asset Management
Wisconsin
$39.7K +$36.9K +1,203 New
AWM
66
Avior Wealth Management
Nebraska
$39.7K
JEST
67
JTC Employer Solutions Trustee
Jersey
$33K
FAM
68
Family Asset Management
South Carolina
$32.2K
MWM
69
Mascoma Wealth Management
New Hampshire
$30.1K
GWS
70
Glassman Wealth Services
Virginia
$29.4K
CT
71
Caldwell Trust
Florida
$26.4K
EWM
72
Evermay Wealth Management
Virginia
$23.1K
Simplex Trading
73
Simplex Trading
Illinois
$20K +$18K +587 +1,834%
AF
74
Allworth Financial
California
$18K
MRCM
75
M&R Capital Management
New Jersey
$16.4K +$15.2K +496 New

ARTY Hedge Fund Activity: Q2 2023 in Review

113 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2023, worth a combined $91.7M — up 69% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARTY positions and 11 closed out — a net gain of 26 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $3.37M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $1.27M sold.

  • 113 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $91.7M of iShares Future AI & Tech ETF stock for Q2 2023, up 69% quarter-over-quarter.
  • 37 funds opened new iShares Future AI & Tech ETF positions in Q2 2023 and 11 closed out, a net change of +26 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $3.37M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2023 was Financial Advocates Investment Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2023.