ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

164 hedge funds and large institutions have $150M invested in iShares Future AI & Tech ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 19 closing their positions.

Holders
164
Holders Change
-6
Holders Change %
-3.53%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
45
Reduced
45
Closed
19
Calls
$51K
Puts
$41K
Net Calls
+$10K
Net Calls Change
-$46K

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$12.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.61M
3
LWM
3
Lionsbridge Wealth Management
Florida
$2.58M
4
FTUS
4
Flow Traders U.S.
New York
$4.46M
5
Wells Fargo
5
Wells Fargo
California
$1.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.7M
2
Ameriprise
2
Ameriprise
Minnesota
$9.34M
3
GF
3
Gimbal Financial
Indiana
$0
4
Jane Street
4
Jane Street
New York
$4.19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
CPRC
51
Consolidated Portfolio Review Corp
New York
$486K 14,204 – –
IAS
52
Insigneo Advisory Services
Florida
$452K 13,214 – –
FFG
53
Fiduciary Financial Group
California
$451K 12,905 +83 +0.6%
Cerity Partners
54
Cerity Partners
New York
$432K 12,622 -1,078 -8%
WGCA
55
Wolf Group Capital Advisors
Virginia
$432K 13,067 +414 +3%
AWM
56
AE Wealth Management
Kansas
$431K 12,590 -938 -7%
GJIA
57
Glass Jacobson Investment Advisors
Maryland
$409K 11,945 +687 +6%
PA
58
PFG Advisors
Arizona
$389K 11,366 -88 -0.8%
WWA
59
WCG Wealth Advisors
Nevada
$388K 11,325 +118 +1%
CIA
60
Concurrent Investment Advisors
Florida
$378K 11,054 -1 -0%
FFA
61
Farther Finance Advisors
California
$377K 10,998 -6,944 -39%
MC
62
Matisse Capital
Oregon
$374K 10,922 +10,922 New
UCFA
63
United Capital Financial Advisors
Texas
$363K 10,592 -500 -5%
Mariner
64
Mariner
Kansas
$354K 10,326 -955 -8%
SFFS
65
Stonehage Fleming Financial Services
Jersey
$342K 10,000 – –
WIA
66
World Investment Advisors
California
$337K 9,838 – –
FHA
67
First Horizon Advisors
Tennessee
$319K 9,318 – –
PCA
68
Prosperity Capital Advisors
Ohio
$291K 8,504 +660 +8%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$289K 8,448 +697 +9%
IWC
70
Integrated Wealth Concepts
Massachusetts
$282K 8,242 -1,206 -13%
HighTower Advisors
71
HighTower Advisors
Illinois
$280K 8,186 -146 -2%
TSS
72
Two Sigma Securities
New York
$269K 7,854 +7,854 New
EWS
73
Eagle Wealth Strategies
New Jersey
$267K 7,792 -3,299 -30%
RIL
74
Rothschild Investment LLC
Illinois
$266K 7,771 +7,771 New
CCA
75
Clearwater Capital Advisors
Illinois
$254K 7,410 – –
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3
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