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ARTY

iShares Future AI & Tech ETF

113 hedge funds and large institutions have $91.7M invested in iShares Future AI & Tech ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

69% more capital invested

Capital invested by funds: $54.1M → $91.7M (+$37.6M)

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

30% more funds holding

Funds holding: 87113 (+26)

2.07% more ownership

Funds ownership: 19.27%21.34% (+2.1%)

Holders
113
Holders Change
+26
Holders Change %
+29.89%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
31
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
76
Banque Cantonale Vaudoise
Switzerland
$16K
CIAS
77
Capital Investment Advisory Services
North Carolina
$15.4K +$522 +17 +4%
FMP
78
Financial Management Professionals
Texas
$15K -$1.07K -35 -7%
BWM
79
Baystate Wealth Management
Massachusetts
$13.2K -$184 -6 -1%
SFFS
80
Stonehage Fleming Financial Services
Jersey
$12.4K -$461K -15,000 -98%
S
81
SignatureFD
Georgia
$12.4K
OP
82
ORG Partners
Indiana
$11.8K +$10.8K +353 New
PGAM
83
Princeton Global Asset Management
New Jersey
$10.6K -$1.57K -51 -14%
PIAS
84
PCA Investment Advisory Services
Ohio
$8.72K +$8.11K +264 New
PCFFS
85
Pacific Center for Financial Services
California
$8.51K +$31 +1 +0.4%
GWM
86
Geneos Wealth Management
Colorado
$8.03K
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$7.26K
PFBT
88
Parkside Financial Bank & Trust
Missouri
$6.61K
WPA
89
West Paces Advisors
Georgia
$6.61K
CMP
90
Coston McIsaac & Partners
Maine
$6K +$5.9K +192 New
HPC
91
HM Payson & Co
Maine
$5.62K +$5.22K +170 New
JFG
92
JDM Financial Group
Texas
$5.34K +$31 +1 +0.6%
CA
93
Crewe Advisors
Utah
$5.32K
TCOV
94
Trust Company of Vermont
Vermont
$5.29K +$4.91K +160 New
FFA
95
Farther Finance Advisors
California
$5.22K +$4.85K +158 New
SWM
96
Spire Wealth Management
Virginia
$5.19K +$4.82K +157 New
ADL
97
Asset Dedication LLC
California
$5K +$4.45K +145 New
BC
98
Barrett & Company
Rhode Island
$4.96K +$4.61K +150 New
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$4.56K +$4.24K +138 New
KFI
100
Key Financial Inc
Pennsylvania
$4.16K

ARTY Hedge Fund Activity: Q2 2023 in Review

113 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2023, worth a combined $91.7M — up 69% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARTY positions and 11 closed out — a net gain of 26 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $3.37M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $1.27M sold.

  • 113 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $91.7M of iShares Future AI & Tech ETF stock for Q2 2023, up 69% quarter-over-quarter.
  • 37 funds opened new iShares Future AI & Tech ETF positions in Q2 2023 and 11 closed out, a net change of +26 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $3.37M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2023 was Financial Advocates Investment Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2023.