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ARTY

iShares Future AI & Tech ETF

160 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

779% more call options, than puts

Call options by funds: $299K | Put options by funds: $34K

122% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 27

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

7% more funds holding

Funds holding: 150160 (+10)

0% more capital invested

Capital invested by funds: $167M → $167M (+$492K)

2.73% less ownership

Funds ownership: 28.12%25.38% (-2.7%)

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
60
Reduced
27
Closed
20
Calls
$299K
Puts
$34K
Net Calls
+$265K
Net Calls Change
-$816K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$413K -$421K -12,509 -51%
TFGT
52
TS Financial Group (TSFG)
Illinois
$399K +$284K +8,456 +269%
EWS
53
Eagle Wealth Strategies
New Jersey
$376K +$13.5K +400 +4%
WWA
54
WCG Wealth Advisors
Nevada
$374K +$366K +10,895 New
BCM
55
Brookstone Capital Management
Illinois
$371K +$73.7K +2,190 +25%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$369K +$361K +10,738 New
LWM
57
Lodestone Wealth Management
Washington
$360K -$14.7K -436 -4%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$358K +$58.5K +1,739 +20%
CS
59
Credit Suisse
Switzerland
$350K
GJIA
60
Glass Jacobson Investment Advisors
Maryland
$350K +$121K +3,598 +55%
APWA
61
Atlas Private Wealth Advisors
New Jersey
$342K +$335K +9,970 New
PA
62
PFG Advisors
Arizona
$341K +$92.4K +2,746 +38%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$333K +$326K +9,690 New
FHA
64
First Horizon Advisors
Tennessee
$320K
IWC
65
Integrated Wealth Concepts
Massachusetts
$300K -$10.8K -321 -4%
Mariner
66
Mariner
Kansas
$299K -$169K -5,026 -37%
WWG
67
West Wealth Group
California
$292K
RG
68
Retirement Group
California
$285K +$188K +5,585 +205%
HighTower Advisors
69
HighTower Advisors
Illinois
$280K +$21.7K +644 +9%
WIA
70
World Investment Advisors
California
$266K +$260K +7,730 New
CCA
71
Clearwater Capital Advisors
Illinois
$255K -$14.5K -430 -5%
TFG
72
Taylor Financial Group
Virginia
$239K -$11.8K -350 -5%
CA
73
Cetera Advisors
Colorado
$238K +$233K +6,940 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$232K +$64.7K +1,923 +40%
BI
75
Bramshill Investments
Florida
$226K +$221K +6,568 New

ARTY Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2024, worth a combined $167M — up 0.29% from $167M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARTY positions and 20 closed out — a net gain of 12 holders — while 60 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $24.3M.

  • 160 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2024, up from 150 in Q4 2023.
  • Funds reported $167M of iShares Future AI & Tech ETF stock for Q1 2024, up 0.29% quarter-over-quarter.
  • 32 funds opened new iShares Future AI & Tech ETF positions in Q1 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2024 was Ameriprise, an estimated $10.3M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2024.