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ARTY

iShares Future AI & Tech ETF
ARTY

98 hedge funds and large institutions have $99.7M invested in iShares Future AI & Tech ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

8% more funds holding

Funds holding: 91 → 98 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more call options, than puts

Call options by funds: $1K | Put options by funds: $1K

4% less capital invested

Capital invested by funds: $104M → $99.7M (-$4.47M)

1.56% less ownership

Funds ownership: 24.52% → 22.96% (-1.6%)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
40
Reduced
22
Closed
7
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
-$351K

Top Buyers

1
Jane Street
Jane Street
New York
+$6.08M
2
WGCA
Wolf Group Capital Advisors
Virginia
+$1.45M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.25M
4
FPGK
Financial Partners Group (Kansas)
Kansas
+$914K
5
PWS
Paragon Wealth Strategies
Florida
+$719K

Top Sellers

1
B
Barings
North Carolina
-$5.23M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.68M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.54M
5
FTUS
Flow Traders U.S.
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
76
Capital Investment Advisory Services
North Carolina
$19K – – –
PCFFS
77
Pacific Center for Financial Services
California
$18K +$438 +10 +2%
CLOS
78
Compagnie Lombard Odier SCmA
Switzerland
$17K – – –
RFA
79
Reilly Financial Advisors
California
$17K – – –
S
80
SignatureFD
Georgia
$16K – – –
PGAM
81
Princeton Global Asset Management
New Jersey
$15K – – –
BWM
82
Baystate Wealth Management
Massachusetts
$14K +$2.98K +68 +24%
AWM
83
Avior Wealth Management
Nebraska
$13K +$219 +5 +2%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$12K +$44 +1 +0.3%
CG
85
Cutler Group
California
$12K +$13.1K +300 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$11K -$16.7K -382 -60%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$9K +$9.63K +220 New
CFN
88
Cordasco Financial Network
Florida
$8K – – –
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$8K +$8.01K +183 New
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$6.3K +$88 +2 +1%
TCWM
91
Total Clarity Wealth Management
Illinois
$6K +$175 +4 +3%
NFSG
92
Newbridge Financial Services Group
Florida
$5K – – –
Simplex Trading
93
Simplex Trading
Illinois
$4K -$380K -8,690 -99%
LF
94
Lee Financial
Texas
$4K – – –
PP
95
Pacifica Partners
Canada
$4K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.94K +90 New
Wells Fargo
97
Wells Fargo
California
$3K +$44 +1 +2%
FRA
98
Front Row Advisors
California
$1K – – –
PWMG
99
Prestige Wealth Management Group
New Jersey
$1K – – –
B
100
Barings
North Carolina
– -$5.23M -123,405 Closed
1 2 3
4
5

ARTY Hedge Fund Activity: Q4 2021 in Review

98 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2021, worth a combined $99.7M — down 4.3% from $104M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ARTY positions and 7 closed out — a net gain of 8 holders — while 40 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $6.08M. The largest seller was Barings, exiting entirely with an estimated $5.23M sold.

  • 98 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2021, up from 91 in Q3 2021.
  • Funds reported $99.7M of iShares Future AI & Tech ETF stock for Q4 2021, down 4.3% quarter-over-quarter.
  • 15 funds opened new iShares Future AI & Tech ETF positions in Q4 2021 and 7 closed out, a net change of +8 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2021 was Jane Street, an estimated $6.08M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2021 was Barings, an estimated $5.23M sold.

Based on aggregated 13F filings for Q4 2021.