ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

157 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 27 reducing their positions, and 20 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
59
Reduced
27
Closed
20
Calls
$299K
Puts
$34K
Net Calls
+$265K
Net Calls Change
-$816K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$17.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.67M
3
Bank of America
3
Bank of America
North Carolina
$18.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.1M
5
UBS Group
5
UBS Group
Switzerland
$4.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.3M
2
Jane Street
2
Jane Street
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$918K
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$93.3K
Name Market Value Shares Shares
Change 		Shares
Change %
TFGT
51
TS Financial Group (TSFG)
Illinois
$399K 11,603 +8,456 +269%
EWS
52
Eagle Wealth Strategies
New Jersey
$376K 10,952 +400 +4%
WWA
53
WCG Wealth Advisors
Nevada
$374K 10,895 +10,895 New
BCM
54
Brookstone Capital Management
Illinois
$371K 10,805 +2,190 +25%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$369K 10,738 +10,738 New
LWM
56
Lodestone Wealth Management
Washington
$360K 10,492 -436 -4%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$358K 10,411 +1,739 +20%
CS
58
Credit Suisse
Switzerland
$350K 10,200 – –
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$350K 10,178 +3,598 +55%
APWA
60
Atlas Private Wealth Advisors
New Jersey
$342K 9,970 +9,970 New
PA
61
PFG Advisors
Arizona
$341K 9,921 +2,746 +38%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$333K 9,690 +9,690 New
FHA
63
First Horizon Advisors
Tennessee
$320K 9,318 – –
IWC
64
Integrated Wealth Concepts
Massachusetts
$300K 8,740 -321 -4%
Mariner
65
Mariner
Kansas
$299K 8,702 -5,026 -37%
WWG
66
West Wealth Group
California
$292K 8,506 – –
RG
67
Retirement Group
California
$285K 8,310 +5,585 +205%
HighTower Advisors
68
HighTower Advisors
Illinois
$280K 8,124 +644 +9%
WIA
69
World Investment Advisors
California
$266K 7,730 +7,730 New
CCA
70
Clearwater Capital Advisors
Illinois
$255K 7,410 -430 -5%
TFG
71
Taylor Financial Group
Virginia
$239K 6,965 -350 -5%
CA
72
Cetera Advisors
Colorado
$238K 6,940 +6,940 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$232K 6,767 +1,923 +40%
BI
74
Bramshill Investments
Florida
$226K 6,568 +6,568 New
PCA
75
Prosperity Capital Advisors
Ohio
$225K 6,561 +184 +3%
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3
4 5