We are live on ! Find out more
ARTY

iShares Future AI & Tech ETF

182 hedge funds and large institutions have $198M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

31% more capital invested

Capital invested by funds: $151M → $198M (+$47.3M)

9% more funds holding

Funds holding: 167182 (+15)

2.79% more ownership

Funds ownership: 24.77%27.56% (+2.8%)

Holders
182
Holders Change
+15
Holders Change %
+8.98%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
58
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
51
Legacy Advisory Services
Pennsylvania
$538K
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$532K +$522K +14,359 New
CPRC
53
Consolidated Portfolio Review Corp
New York
$531K +$4.07K +112 +0.8%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$517K -$16.4K -450 -3%
IAS
55
Insigneo Advisory Services
Florida
$490K
GJIA
56
Glass Jacobson Investment Advisors
Maryland
$469K +$26K +716 +6%
Cerity Partners
57
Cerity Partners
New York
$466K -$1.38K -38 -0.3%
Financial Engines Advisors
58
Financial Engines Advisors
California
$465K +$456K +12,556 New
MC
59
Matisse Capital
Oregon
$463K +$56.6K +1,559 +14%
WWA
60
WCG Wealth Advisors
Nevada
$461K +$40.6K +1,117 +10%
Mariner
61
Mariner
Kansas
$440K +$56.3K +1,550 +15%
WGCA
62
Wolf Group Capital Advisors
Virginia
$432K
PA
63
PFG Advisors
Arizona
$419K -$2.44K -67 -0.6%
FOR
64
Family Office Research
Maryland
$389K +$381K +10,489 New
AWM
65
AE Wealth Management
Kansas
$387K -$78.1K -2,149 -17%
HighTower Advisors
66
HighTower Advisors
Illinois
$381K +$75.6K +2,080 +25%
FFG
67
Fiduciary Financial Group
California
$377K -$107K -2,932 -23%
SFFS
68
Stonehage Fleming Financial Services
Jersey
$371K
GFG
69
Goldstone Financial Group
Illinois
$368K +$361K +9,939 New
WIA
70
World Investment Advisors
California
$365K +$654 +18 +0.2%
Jane Street
71
Jane Street
New York
$359K -$4.09M -112,645 -92%
FHA
72
First Horizon Advisors
Tennessee
$345K
Baird Financial Group
73
Baird Financial Group
Wisconsin
$307K -$5.96K -164 -2%
PCA
74
Prosperity Capital Advisors
Ohio
$307K -$8.03K -221 -3%
NA
75
NewEdge Advisors
Louisiana
$305K -$731K -20,123 -71%

ARTY Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2024, worth a combined $198M — up 31% from $151M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ARTY positions and 15 closed out — a net gain of 21 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $16M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.46M sold.

  • 182 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $198M of iShares Future AI & Tech ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 36 funds opened new iShares Future AI & Tech ETF positions in Q4 2024 and 15 closed out, a net change of +21 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2024 was Wharton Business Group, an estimated $16M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2024 was Flow Traders U.S., an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.