ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

148 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+26
Holders Change %
+21.31%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
54
Reduced
22
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.4M
2
TF
2
Theory Financial
Colorado
$3.84M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.13M
4
Ameriprise
4
Ameriprise
Minnesota
$7.33M
5
LPL Financial
5
LPL Financial
California
$10.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.79M
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$234K
4
Jane Street
4
Jane Street
New York
$6.67M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.25M
Name Market Value Shares Shares
Change 		Shares
Change %
PS
76
Principal Securities
Iowa
$121K 3,518 +3,518 New
TFGT
77
TS Financial Group (TSFG)
Illinois
$109K 3,147 +142 +5%
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.6K 2,828 – –
RG
79
Retirement Group
California
$94K 2,725 -4,700 -63%
GWM
80
Geneos Wealth Management
Colorado
$89.7K 2,599 +2,356 +970%
CWP
81
Concord Wealth Partners
Virginia
$83.5K 2,419 – –
GWSG
82
GPS Wealth Strategies Group
Colorado
$77.7K 2,251 +3 +0.1%
SPIA
83
Steward Partners Investment Advisory
New York
$76.1K 2,206 +101 +5%
GRP
84
Global Retirement Partners
California
$64.1K 1,960 +500 +34%
US Bancorp
85
US Bancorp
Minnesota
$61.5K 1,784 +981 +122%
IA
86
IFP Advisors
Florida
$60.6K 1,756 +322 +22%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$56.2K 1,670 +450 +37%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$50K 1,450 – –
WAM
89
WFA Asset Management
Wisconsin
$41.7K 1,208 +5 +0.4%
ASN
90
Advisory Services Network
Georgia
$40.5K 1,174 +1,174 New
AWM
91
Avior Wealth Management
Nebraska
$38.4K 1,112 – –
HBW
92
Hazlett, Burt & Watson
West Virginia
$36K 1,030 – –
CFFP
93
Center for Financial Planning
Michigan
$35.5K 1,029 – –
JEST
94
JTC Employer Solutions Trustee
Jersey
$35K 1,000 – –
FAM
95
Family Asset Management
South Carolina
$33.6K 975 – –
RIM
96
Rockbridge Investment Management
New York
$33.1K 960 +960 New
BWM
97
Baystate Wealth Management
Massachusetts
$32.4K 938 +5 +0.5%
GWS
98
Glassman Wealth Services
Virginia
$30.7K 891 – –
SL
99
Salomon & Ludwin
Virginia
$30K 981 – –
CIAS
100
Capital Investment Advisory Services
North Carolina
$29.9K 867 +400 +86%
2 3
4
5 6