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ARTY

iShares Future AI & Tech ETF
ARTY

91 hedge funds and large institutions have $104M invested in iShares Future AI & Tech ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

0.81% less ownership

Funds ownership: 25.33% → 24.52% (-0.81%)

4% less funds holding

Funds holding: 95 → 91 (-4)

9% less capital invested

Capital invested by funds: $114M → $104M (-$10.3M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
16
Closed
9
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
+$347K

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$2.09M
2
PWS
Paragon Wealth Strategies
Florida
+$1.82M
3
WBG
Wharton Business Group
Pennsylvania
+$1.78M
4
Bank of America
Bank of America
North Carolina
+$1.27M
5
UBS Group
UBS Group
Switzerland
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.11M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.96M
3
Jane Street
Jane Street
New York
-$810K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$309K
5
SCG
Sonata Capital Group
Washington
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
76
SignatureFD
Georgia
$16K – – –
AWM
77
Avior Wealth Management
Nebraska
$14K -$44 -1 -0.3%
BWM
78
Baystate Wealth Management
Massachusetts
$12K – – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$12K +$350 +8 +3%
PFA
80
Professional Financial Advisors
Nebraska
$10K – – –
SWM
81
Selective Wealth Management
Virginia
$10K – – –
CFN
82
Cordasco Financial Network
Florida
$9K – – –
TCWA
83
Ten Capital Wealth Advisors
Washington
$9K – – –
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$6.35K +$6.57K +150 New
TCWM
85
Total Clarity Wealth Management
Illinois
$6K +$6.61K +151 New
AWA
86
Arkadios Wealth Advisors
Georgia
$5K – – –
NFSG
87
Newbridge Financial Services Group
Florida
$5K – – –
LF
88
Lee Financial
Texas
$4K – – –
PP
89
Pacifica Partners
Canada
$4K – – –
Wells Fargo
90
Wells Fargo
California
$3K +$2.58K +59 +5,900%
FRA
91
Front Row Advisors
California
$1K – – –
PWMG
92
Prestige Wealth Management Group
New Jersey
$1K – – –
SCG
93
Sonata Capital Group
Washington
– -$232K -5,175 Closed
AWM
94
AE Wealth Management
Kansas
– -$217K -4,823 Closed
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
– -$207K -4,614 Closed
First Manhattan
96
First Manhattan
New York
– -$197K -4,400 Closed
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
– -$191K -4,255 Closed
Barclays
98
Barclays
United Kingdom
– -$110K -2,441 Closed
EIP
99
Ellis Investment Partners
Pennsylvania
– -$35K -800 Closed
Citigroup
100
Citigroup
New York
– -$14K -308 Closed
1 2 3
4
5

ARTY Hedge Fund Activity: Q3 2021 in Review

91 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2021, worth a combined $104M — down 9% from $114M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ARTY and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 28 added.

The largest buyer was Flow Traders U.S., adding an estimated $2.09M. The largest seller was Royal Bank of Canada, cutting an estimated $2.11M.

  • 91 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2021, down from 95 in Q2 2021.
  • Funds reported $104M of iShares Future AI & Tech ETF stock for Q3 2021, down 9% quarter-over-quarter.
  • 8 funds opened new iShares Future AI & Tech ETF positions in Q3 2021 and 9 closed out, a net change of -1 holder.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2021 was Flow Traders U.S., an estimated $2.09M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2021.