ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

157 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 27 reducing their positions, and 20 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
59
Reduced
27
Closed
20
Calls
$299K
Puts
$34K
Net Calls
+$265K
Net Calls Change
-$816K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$17.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.67M
3
Bank of America
3
Bank of America
North Carolina
$18.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.1M
5
UBS Group
5
UBS Group
Switzerland
$4.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.3M
2
Jane Street
2
Jane Street
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$918K
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$93.3K
Name Market Value Shares Shares
Change 		Shares
Change %
WFA
76
WMG Financial Advisors
Tennessee
$225K 6,540 -115 -2%
JIR
77
James Investment Research
Ohio
$222K 6,455 +6,455 New
CFD
78
Creative Financial Designs
Indiana
$221K 6,420 -43 -0.7%
FFA
79
Farther Finance Advisors
California
$220K 6,415 +260 +4%
GAM
80
Gemmer Asset Management
California
$214K 6,221 +6,221 New
SXL
81
Summit X LLC
Missouri
$208K 6,066 -94 -2%
HI
82
Harbour Investments
Wisconsin
$203K 5,923 +1,092 +23%
SS
83
Sunbelt Securities
Texas
$191K 5,560 -8,054 -59%
Wells Fargo
84
Wells Fargo
California
$164K 4,777 +61 +1%
FCA
85
FinTrust Capital Advisors
South Carolina
$153K 4,445 +4,445 New
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$152K 4,438 +204 +5%
PS
87
Principal Securities
Iowa
$148K 4,312 +794 +23%
US Bancorp
88
US Bancorp
Minnesota
$112K 3,255 +1,471 +82%
SPIA
89
Steward Partners Investment Advisory
New York
$109K 3,183 +977 +44%
GWS
90
Glassman Wealth Services
Virginia
$107K 3,115 +2,224 +250%
CA
91
Crewe Advisors
Utah
$106K 3,093 +2,932 +1,821%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K 2,951 +123 +4%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$93.3K 2,711 -16,348 -86%
CWP
94
Concord Wealth Partners
Virginia
$83.1K 2,419 – –
GWSG
95
GPS Wealth Strategies Group
Colorado
$77.3K 2,251 – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$75.8K 2,206 +1,634 +286%
GRP
97
Global Retirement Partners
California
$68K 1,980 +20 +1%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$65.3K 1,901 +451 +31%
IA
99
IFP Advisors
Florida
$64.3K 1,871 +115 +7%
PA
100
Parallel Advisors
California
$63K 1,833 +1,833 New
2 3
4
5 6