ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

148 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+26
Holders Change %
+21.31%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
54
Reduced
22
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.4M
2
TF
2
Theory Financial
Colorado
$3.84M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.13M
4
Ameriprise
4
Ameriprise
Minnesota
$7.33M
5
LPL Financial
5
LPL Financial
California
$10.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.79M
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$234K
4
Jane Street
4
Jane Street
New York
$6.67M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.25M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
51
Lodestone Wealth Management
Washington
$377K 10,928 -1,095 -9%
PAM
52
PVG Asset Management
Colorado
$368K 10,661 +10,661 New
EWS
53
Eagle Wealth Strategies
New Jersey
$364K 10,552 +10,552 New
CS
54
Credit Suisse
Switzerland
$352K 10,200 – –
FHA
55
First Horizon Advisors
Tennessee
$321K 9,318 +6,383 +217%
IWC
56
Integrated Wealth Concepts
Massachusetts
$313K 9,061 -912 -9%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$299K 8,672 +372 +4%
BCM
58
Brookstone Capital Management
Illinois
$297K 8,615 +309 +4%
WWG
59
West Wealth Group
California
$293K 8,506 +8,506 New
CCA
60
Clearwater Capital Advisors
Illinois
$270K 7,840 +7,840 New
HighTower Advisors
61
HighTower Advisors
Illinois
$258K 7,480 +7,480 New
Stifel Financial
62
Stifel Financial
Missouri
$258K 7,465 +7,465 New
TFG
63
Taylor Financial Group
Virginia
$252K 7,315 +7,315 New
PA
64
PFG Advisors
Arizona
$248K 7,175 +7,175 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$234K 6,788 -55,837 -89%
WFA
66
WMG Financial Advisors
Tennessee
$230K 6,655 +48 +0.7%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$227K 6,580 +863 +15%
CFD
68
Creative Financial Designs
Indiana
$223K 6,463 +1,024 +19%
PCA
69
Prosperity Capital Advisors
Ohio
$220K 6,377 +6,377 New
SXL
70
Summit X LLC
Missouri
$213K 6,160 +6,160 New
FFA
71
Farther Finance Advisors
California
$212K 6,155 +2,943 +92%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$167K 4,844 -725 -13%
HI
73
Harbour Investments
Wisconsin
$167K 4,831 -41 -0.8%
Wells Fargo
74
Wells Fargo
California
$163K 4,716 +4,619 +4,762%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$146K 4,234 +650 +18%
1 2
3
4 5