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ARTY

iShares Future AI & Tech ETF
ARTY

150 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

58% more capital invested

Capital invested by funds: $105M → $167M (+$61.5M)

22% more funds holding

Funds holding: 123 → 150 (+27)

6.03% more ownership

Funds ownership: 22.09% → 28.12% (+6%)

Holders
150
Holders Change
+27
Holders Change %
+21.95%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
54
Reduced
22
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.2M
2
TF
Theory Financial
Colorado
+$3.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.87M
4
Ameriprise
Ameriprise
Minnesota
+$1.75M
5
LPL Financial
LPL Financial
California
+$1.43M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.3M
2
HCA
Heck Capital Advisors
Wisconsin
-$2.22M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.77M
4
Jane Street
Jane Street
New York
-$1.34M
5
Osaic Holdings
Osaic Holdings
Arizona
-$970K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$146K +$20.6K +650 +18%
PS
77
Principal Securities
Iowa
$121K +$111K +3,518 New
TFGT
78
TS Financial Group (TSFG)
Illinois
$109K +$4.5K +142 +5%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.6K – – –
RG
80
Retirement Group
California
$94K -$149K -4,700 -63%
GWM
81
Geneos Wealth Management
Colorado
$89.7K +$74.6K +2,356 +970%
CWP
82
Concord Wealth Partners
Virginia
$83.5K – – –
GWSG
83
GPS Wealth Strategies Group
Colorado
$77.7K +$95 +3 +0.1%
SPIA
84
Steward Partners Investment Advisory
New York
$76.1K +$3.2K +101 +5%
GRP
85
Global Retirement Partners
California
$64.1K +$15.8K +500 +34%
US Bancorp
86
US Bancorp
Minnesota
$61.5K +$31.1K +981 +122%
IA
87
IFP Advisors
Florida
$60.6K +$10.2K +322 +22%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$56.2K +$14.3K +450 +37%
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$50K – – –
WAM
90
WFA Asset Management
Wisconsin
$41.7K +$158 +5 +0.4%
ASN
91
Advisory Services Network
Georgia
$40.5K +$37.2K +1,174 New
AWM
92
Avior Wealth Management
Nebraska
$38.4K – – –
HBW
93
Hazlett, Burt & Watson
West Virginia
$36K – – –
CFFP
94
Center for Financial Planning
Michigan
$35.5K – – –
JEST
95
JTC Employer Solutions Trustee
Jersey
$35K – – –
FAM
96
Family Asset Management
South Carolina
$33.6K – – –
RIM
97
Rockbridge Investment Management
New York
$33.1K +$30.4K +960 New
BWM
98
Baystate Wealth Management
Massachusetts
$32.4K +$158 +5 +0.5%
GWS
99
Glassman Wealth Services
Virginia
$30.7K – – –
SL
100
Salomon & Ludwin
Virginia
$30K – – –
2 3
4
5 6

ARTY Hedge Fund Activity: Q4 2023 in Review

150 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2023, worth a combined $167M — up 58% from $105M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARTY positions and 8 closed out — a net gain of 29 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.2M. The largest seller was Royal Bank of Canada, cutting an estimated $2.3M.

  • 150 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2023, up from 123 in Q3 2023.
  • Funds reported $167M of iShares Future AI & Tech ETF stock for Q4 2023, up 58% quarter-over-quarter.
  • 37 funds opened new iShares Future AI & Tech ETF positions in Q4 2023 and 8 closed out, a net change of +29 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.2M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2023.