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ARTY

iShares Future AI & Tech ETF
ARTY

167 hedge funds and large institutions have $151M 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, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $51K | Put options by funds: $41K

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

2.62% less ownership

Funds ownership: 27.39% → 24.77% (-2.6%)

3% less funds holding

Funds holding: 173 → 167 (-6)

16% less capital invested

Capital invested by funds: $179M → $151M (-$28.3M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
167
Holders Change
-6
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
45
Reduced
46
Closed
20
Calls
$51K
Puts
$41K
Net Calls
+$10K
Net Calls Change
-$46K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
+$3.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.6M
3
LWM
Lionsbridge Wealth Management
Florida
+$2.5M
4
FTUS
Flow Traders U.S.
New York
+$2.45M
5
Wells Fargo
Wells Fargo
California
+$899K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.4M
2
Ameriprise
Ameriprise
Minnesota
-$9.73M
3
GF
Gimbal Financial
Indiana
-$8.19M
4
Jane Street
Jane Street
New York
-$6.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
51
CIBC World Market
Ontario, Canada
$493K +$108K +3,255 +29%
CPRC
52
Consolidated Portfolio Review Corp
New York
$486K – – –
IAS
53
Insigneo Advisory Services
Florida
$452K – – –
FFG
54
Fiduciary Financial Group
California
$451K +$2.76K +83 +0.6%
Cerity Partners
55
Cerity Partners
New York
$432K -$35.8K -1,078 -8%
WGCA
56
Wolf Group Capital Advisors
Virginia
$432K +$13.7K +414 +3%
AWM
57
AE Wealth Management
Kansas
$431K -$31.1K -938 -7%
GJIA
58
Glass Jacobson Investment Advisors
Maryland
$409K +$22.8K +687 +6%
PA
59
PFG Advisors
Arizona
$389K -$2.92K -88 -0.8%
WWA
60
WCG Wealth Advisors
Nevada
$388K +$3.92K +118 +1%
CIA
61
Concurrent Investment Advisors
Florida
$378K -$33 -1 -0%
FFA
62
Farther Finance Advisors
California
$377K -$231K -6,944 -39%
MC
63
Matisse Capital
Oregon
$374K +$363K +10,922 New
UCFA
64
United Capital Financial Advisors
Texas
$363K -$16.6K -500 -5%
Mariner
65
Mariner
Kansas
$354K -$31.7K -955 -8%
SFFS
66
Stonehage Fleming Financial Services
Jersey
$342K – – –
WIA
67
World Investment Advisors
California
$337K – – –
FHA
68
First Horizon Advisors
Tennessee
$319K – – –
PCA
69
Prosperity Capital Advisors
Ohio
$291K +$21.9K +660 +8%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$289K +$23.1K +697 +9%
IWC
71
Integrated Wealth Concepts
Massachusetts
$282K -$40K -1,206 -13%
HighTower Advisors
72
HighTower Advisors
Illinois
$280K -$4.85K -146 -2%
TSS
73
Two Sigma Securities
New York
$269K +$261K +7,854 New
EWS
74
Eagle Wealth Strategies
New Jersey
$267K -$110K -3,299 -30%
RIL
75
Rothschild Investment LLC
Illinois
$266K +$258K +7,771 New
1 2
3
4 5

ARTY Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2024, worth a combined $151M — down 16% from $179M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ARTY and 14 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 45 added.

The largest buyer was Wharton Business Group, adding an estimated $3.78M. The largest seller was Morgan Stanley, cutting an estimated $12.4M.

  • 167 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2024, down from 173 in Q2 2024.
  • Funds reported $151M of iShares Future AI & Tech ETF stock for Q3 2024, down 16% quarter-over-quarter.
  • 14 funds opened new iShares Future AI & Tech ETF positions in Q3 2024 and 20 closed out, a net change of -6 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2024 was Wharton Business Group, an estimated $3.78M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2024 was Morgan Stanley, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.