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ARTY

iShares Future AI & Tech ETF
ARTY

85 hedge funds and large institutions have $69.1M invested in iShares Future AI & Tech ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

2.01% less ownership

Funds ownership: 22.96% → 20.96% (-2%)

13% less funds holding

Funds holding: 98 → 85 (-13)

31% less capital invested

Capital invested by funds: $99.7M → $69.1M (-$30.6M)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
85
Holders Change
-13
Holders Change %
-13.27%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
24
Reduced
20
Closed
23
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$2.06M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.95M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.3M
4
Ameriprise
Ameriprise
Minnesota
+$925K
5
HT
HAP Trading
New York
+$682K

Top Sellers

Rank Fund Capital Flow
1
PWS
Paragon Wealth Strategies
Florida
-$14.9M
2
Jane Street
Jane Street
New York
-$6.36M
3
RCS
Retirement Capital Strategies
California
-$4.62M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.26M
5
WGCA
Wolf Group Capital Advisors
Virginia
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
76
Lee Financial
Texas
$3K – – –
PP
77
Pacifica Partners
Canada
$3K – – –
HBW
78
Hazlett, Burt & Watson
West Virginia
$3K +$2.68K +75 New
FAG
79
Fortitude Advisory Group
Washington
$2K +$2.04K +57 New
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$1.72K -$3.64K -102 -67%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$1K -$5.89K -165 -90%
FRA
82
Front Row Advisors
California
$1K – – –
TF
83
Tompkins Financial
New York
$1K +$893 +25 New
PWS
84
Paragon Wealth Strategies
Florida
– -$14.9M -358,927 Closed
RJFSA
85
Raymond James Financial Services Advisors
Florida
– -$4.26M -102,952 Closed
CF
86
Centaurus Financial
California
– -$418K -10,101 Closed
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
– -$411K -9,942 Closed
SCFS
88
S.C. Financial Services
Arizona
– -$273K -7,049 Closed
LA
89
LexAurum Advisors
Kansas
– -$236K -5,710 Closed
AWM
90
Axxcess Wealth Management
California
– -$230K -5,554 Closed
V
91
Veritable
Delaware
– -$229K -5,540 Closed
BJL
92
Brighton Jones LLC
Washington
– -$227K -5,492 Closed
LNC
93
Lincoln National Corp
Pennsylvania
– -$227K -5,488 Closed
RK
94
Rather & Kittrell
Tennessee
– -$213K -5,163 Closed
HWM
95
HB Wealth Management
Georgia
– -$210K -5,066 Closed
WH
96
Willner & Heller
California
– -$200K -4,717 Closed
BAM
97
Belpointe Asset Management
Nevada
– -$122K -2,932 Closed
GWM
98
Geneos Wealth Management
Colorado
– -$107K -2,586 Closed
TC
99
TAP Consulting
Missouri
– -$26K -625 Closed
AA
100
Ancora Advisors
Ohio
– -$24K -583 Closed
1 2 3
4
5

ARTY Hedge Fund Activity: Q1 2022 in Review

85 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2022, worth a combined $69.1M — down 31% from $99.7M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ARTY and 12 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 24 added.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $2.06M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $14.9M sold.

  • 85 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2022, down from 98 in Q4 2021.
  • Funds reported $69.1M of iShares Future AI & Tech ETF stock for Q1 2022, down 31% quarter-over-quarter.
  • 12 funds opened new iShares Future AI & Tech ETF positions in Q1 2022 and 23 closed out, a net change of -11 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2022 was Steward Partners Investment Advisory, an estimated $2.06M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2022 was Paragon Wealth Strategies, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2022.