ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

112 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.

Holders
112
Holders Change
+26
Holders Change %
+30.23%
% 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
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$3.62M
2
WWM
2
WT Wealth Management
Arizona
$2.92M
3
FTUS
3
Flow Traders U.S.
New York
$3.19M
4
Bank of America
4
Bank of America
North Carolina
$9.85M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.59M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
WWM
2
WJ Wealth Management
Arizona
$777K
3
WBG
3
Wharton Business Group
Pennsylvania
$6.99M
4
SFFS
4
Stonehage Fleming Financial Services
Jersey
$12.4K
5
ASFA
5
All Season Financial Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
76
Capital Investment Advisory Services
North Carolina
$15.4K 467 +17 +4%
FMP
77
Financial Management Professionals
Texas
$15K 450 -35 -7%
BWM
78
Baystate Wealth Management
Massachusetts
$13.2K 399 -6 -1%
SFFS
79
Stonehage Fleming Financial Services
Jersey
$12.4K 375 -15,000 -98%
S
80
SignatureFD
Georgia
$12.4K 375 – –
OP
81
ORG Partners
Indiana
$11.8K 353 +353 New
PGAM
82
Princeton Global Asset Management
New Jersey
$10.6K 320 -51 -14%
PIAS
83
PCA Investment Advisory Services
Ohio
$8.73K 264 +264 New
PCFFS
84
Pacific Center for Financial Services
California
$8.51K 258 +1 +0.4%
GWM
85
Geneos Wealth Management
Colorado
$8.03K 243 – –
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$7.26K 220 – –
WPA
87
West Paces Advisors
Georgia
$6.61K 200 – –
PFBT
88
Parkside Financial Bank & Trust
Missouri
$6.61K 200 – –
CMP
89
Coston McIsaac & Partners
Maine
$6K 192 +192 New
HPC
90
HM Payson & Co
Maine
$5.62K 170 +170 New
JFG
91
JDM Financial Group
Texas
$5.34K 162 +1 +0.6%
CA
92
Crewe Advisors
Utah
$5.32K 161 – –
TCOV
93
Trust Company of Vermont
Vermont
$5.29K 160 +160 New
FFA
94
Farther Finance Advisors
California
$5.22K 158 +158 New
SWM
95
Spire Wealth Management
Virginia
$5.19K 157 +157 New
ADL
96
Asset Dedication LLC
California
$5K 145 +145 New
BC
97
Barrett & Company
Rhode Island
$4.96K 150 +150 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$4.56K 138 +138 New
KFI
99
Key Financial Inc
Pennsylvania
$4.16K 126 – –
Wells Fargo
100
Wells Fargo
California
$3.33K 101 +1 +1%
1 2 3
4
5