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ARTY

iShares Future AI & Tech ETF
ARTY

123 hedge funds and large institutions have $105M invested in iShares Future AI & Tech ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 13

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $91.7M → $105M (+$13.5M)

9% more funds holding

Funds holding: 113 → 123 (+10)

0.74% more ownership

Funds ownership: 21.34% → 22.09% (+0.74%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
48
Reduced
13
Closed
16
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$37K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.61M
2
Jane Street
Jane Street
New York
+$4.06M
3
Ameriprise
Ameriprise
Minnesota
+$3.62M
4
Bank of America
Bank of America
North Carolina
+$2.83M
5
HCA
Heck Capital Advisors
Wisconsin
+$2.34M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$3.62M
2
FTUS
Flow Traders U.S.
New York
-$3.19M
3
WWM
WT Wealth Management
Arizona
-$2.92M
4
OCM
One Capital Management
California
-$2.29M
5
CA
Cetera Advisors
Colorado
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Mascoma Wealth Management
New Hampshire
$28.3K – – –
CG
77
Cutler Group
California
$28K +$27.2K +844 +1,055%
GWS
78
Glassman Wealth Services
Virginia
$27.2K – – –
US Bancorp
79
US Bancorp
Minnesota
$24.5K +$25.9K +803 New
CT
80
Caldwell Trust
Florida
$24.4K – – –
EWM
81
Evermay Wealth Management
Virginia
$21.4K – – –
Simplex Trading
82
Simplex Trading
Illinois
$17K -$1.68K -52 -8%
AF
83
Allworth Financial
California
$16.7K – – –
MRCM
84
M&R Capital Management
New Jersey
$15.1K – – –
CIAS
85
Capital Investment Advisory Services
North Carolina
$14.3K – – –
BCV
86
Banque Cantonale Vaudoise
Switzerland
$14K – – –
CWM
87
Cranbrook Wealth Management
Michigan
$14K +$14.8K +457 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$12.8K +$13.6K +420 New
WOSD
89
WFA of San Diego
California
$12.4K -$27K -835 -67%
FCMT
90
Founders Capital Management (Texas)
Texas
$11.5K -$128K -3,973 -91%
S
91
SignatureFD
Georgia
$11.5K – – –
PGAM
92
Princeton Global Asset Management
New Jersey
$9.77K – – –
NS
93
NBC Securities
Alabama
$9K +$10K +310 New
PCFFS
94
Pacific Center for Financial Services
California
$7.87K – – –
GWM
95
Geneos Wealth Management
Colorado
$7.42K – – –
ADL
96
Asset Dedication LLC
California
$7K +$3.23K +100 +69%
TFA
97
Toth Financial Advisory
Virginia
$6.41K +$6.78K +210 New
PFBT
98
Parkside Financial Bank & Trust
Missouri
$6.11K – – –
WPA
99
West Paces Advisors
Georgia
$6.11K – – –
Legacy Financial Group (Iowa)
100
Legacy Financial Group (Iowa)
Iowa
$6.11K +$6.46K +200 New
2 3
4
5 6

ARTY Hedge Fund Activity: Q3 2023 in Review

123 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2023, worth a combined $105M — up 15% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARTY positions and 16 closed out — a net gain of 12 holders — while 48 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.61M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $3.62M sold.

  • 123 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2023, up from 113 in Q2 2023.
  • Funds reported $105M of iShares Future AI & Tech ETF stock for Q3 2023, up 15% quarter-over-quarter.
  • 28 funds opened new iShares Future AI & Tech ETF positions in Q3 2023 and 16 closed out, a net change of +12 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2023 was Morgan Stanley, an estimated $9.61M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2023 was Retirement Capital Strategies, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2023.