ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

122 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.

Holders
122
Holders Change
+10
Holders Change %
+8.93%
% 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
1
Morgan Stanley
New York
$16.2M
2
Jane Street
2
Jane Street
New York
$7.2M
3
Ameriprise
3
Ameriprise
Minnesota
$4.8M
4
Bank of America
4
Bank of America
North Carolina
$11.8M
5
HCA
5
Heck Capital Advisors
Wisconsin
$2.22M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
WWM
3
WT Wealth Management
Arizona
$0
4
OCM
4
One Capital Management
California
$0
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
Mascoma Wealth Management
New Hampshire
$28.3K 927 – –
CG
77
Cutler Group
California
$28K 924 +844 +1,055%
GWS
78
Glassman Wealth Services
Virginia
$27.2K 891 – –
US Bancorp
79
US Bancorp
Minnesota
$24.5K 803 +803 New
EWM
80
Evermay Wealth Management
Virginia
$21.4K 700 – –
Simplex Trading
81
Simplex Trading
Illinois
$17K 567 -52 -8%
AF
82
Allworth Financial
California
$16.7K 546 – –
MRCM
83
M&R Capital Management
New Jersey
$15.1K 496 – –
CIAS
84
Capital Investment Advisory Services
North Carolina
$14.3K 467 – –
BCV
85
Banque Cantonale Vaudoise
Switzerland
$14K 470 – –
CWM
86
Cranbrook Wealth Management
Michigan
$14K 457 +457 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$12.8K 420 +420 New
WOSD
88
WFA of San Diego
California
$12.4K 405 -835 -67%
FCMT
89
Founders Capital Management (Texas)
Texas
$11.5K 378 -3,973 -91%
S
90
SignatureFD
Georgia
$11.5K 375 – –
PGAM
91
Princeton Global Asset Management
New Jersey
$9.77K 320 – –
NS
92
NBC Securities
Alabama
$9K 310 +310 New
PCFFS
93
Pacific Center for Financial Services
California
$7.87K 258 – –
GWM
94
Geneos Wealth Management
Colorado
$7.42K 243 – –
ADL
95
Asset Dedication LLC
California
$7K 245 +100 +69%
TFA
96
Toth Financial Advisory
Virginia
$6.41K 210 +210 New
WPA
97
West Paces Advisors
Georgia
$6.11K 200 – –
PFBT
98
Parkside Financial Bank & Trust
Missouri
$6.11K 200 – –
Legacy Financial Group (Iowa)
99
Legacy Financial Group (Iowa)
Iowa
$6.11K 200 +200 New
CMP
100
Coston McIsaac & Partners
Maine
$6K 215 +23 +12%
2 3
4
5 6