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ARTY

iShares Future AI & Tech ETF
ARTY

87 hedge funds and large institutions have $54.1M invested in iShares Future AI & Tech ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

16% more funds holding

Funds holding: 75 → 87 (+12)

11% more capital invested

Capital invested by funds: $48.6M → $54.1M (+$5.55M)

2.88% less ownership

Funds ownership: 22.15% → 19.27% (-2.9%)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
21
Reduced
13
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.49M
2
WBG
Wharton Business Group
Pennsylvania
+$2.18M
3
Morgan Stanley
Morgan Stanley
New York
+$2.17M
4
WWM
WJ Wealth Management
Arizona
+$1.76M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$8.59M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.35M
3
OMC
Old Mission Capital
Illinois
-$1.96M
4
FTUS
Flow Traders U.S.
New York
-$1.93M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
76
Key Financial Inc
Pennsylvania
$3.95K – – –
Wells Fargo
77
Wells Fargo
California
$3.14K – – –
SHIM
78
Stone House Investment Management
Pennsylvania
$2.54K +$2.39K +81 New
AF
79
Advisornet Financial
Minnesota
$2.23K +$2.1K +71 New
SPIA
80
Steward Partners Investment Advisory
New York
$2.2K +$2.07K +70 New
HBW
81
Hazlett, Burt & Watson
West Virginia
$2K – – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$1.82K +$1.68K +57 +5,700%
TF
83
TimeScale Financial
Massachusetts
$1.29K -$31.8K -1,078 -96%
MAWA
84
Moss Adams Wealth Advisors
Washington
$1.26K – – –
BCMLT
85
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.25K – – –
Simplex Trading
86
Simplex Trading
Illinois
$1K +$945 +32 New
TF
87
Tompkins Financial
New York
$785 – – –
Citadel Advisors
88
Citadel Advisors
Florida
– -$2.35M -92,079 Closed
OMC
89
Old Mission Capital
Illinois
– -$1.96M -76,589 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$255K -9,974 Closed
HighTower Advisors
91
HighTower Advisors
Illinois
– -$202K -7,949 Closed
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
– -$117K -4,621 Closed
WOSD
93
WFA of San Diego
California
– -$31.7K -1,240 Closed
PIMG
94
Patriot Investment Management Group
Tennessee
– -$30.1K -1,000 Closed
US Bancorp
95
US Bancorp
Minnesota
– -$24.8K -971 Closed
CG
96
Cutler Group
California
– -$26.6K -900 Closed
NC
97
NewSquare Capital
Pennsylvania
– -$19.2K -753 Closed
AWM
98
Activest Wealth Management
Florida
– -$15.3K -600 Closed
MCC
99
Money Concepts Capital
Florida
– -$3.34K -131 Closed
LF
100
Lee Financial
Texas
– -$2.55K -100 Closed
1 2 3
4
5

ARTY Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2023, worth a combined $54.1M — up 11% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ARTY positions and 16 closed out — a net gain of 13 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.49M. The largest seller was Jane Street, cutting an estimated $8.59M.

  • 87 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2023, up from 75 in Q4 2022.
  • Funds reported $54.1M of iShares Future AI & Tech ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 29 funds opened new iShares Future AI & Tech ETF positions in Q1 2023 and 16 closed out, a net change of +13 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2023 was LPL Financial, an estimated $2.49M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2023 was Jane Street, an estimated $8.59M sold.

Based on aggregated 13F filings for Q1 2023.