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ARTY

iShares Future AI & Tech ETF

160 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

779% more call options, than puts

Call options by funds: $299K | Put options by funds: $34K

122% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 27

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

7% more funds holding

Funds holding: 150160 (+10)

0% more capital invested

Capital invested by funds: $167M → $167M (+$492K)

2.73% less ownership

Funds ownership: 28.12%25.38% (-2.7%)

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
60
Reduced
27
Closed
20
Calls
$299K
Puts
$34K
Net Calls
+$265K
Net Calls Change
-$816K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
76
Prosperity Capital Advisors
Ohio
$225K +$6.19K +184 +3%
WFA
77
WMG Financial Advisors
Tennessee
$225K -$3.87K -115 -2%
JIR
78
James Investment Research
Ohio
$222K +$217K +6,455 New
CFD
79
Creative Financial Designs
Indiana
$221K -$1.45K -43 -0.7%
FFA
80
Farther Finance Advisors
California
$220K +$8.75K +260 +4%
GAM
81
Gemmer Asset Management
California
$214K +$209K +6,221 New
IFG
82
Independent Financial Group
California
$212K +$8.54K +254 +4%
SXL
83
Summit X LLC
Missouri
$208K -$3.16K -94 -2%
HI
84
Harbour Investments
Wisconsin
$203K +$36.7K +1,092 +23%
SS
85
Sunbelt Securities
Texas
$191K -$271K -8,054 -59%
Wells Fargo
86
Wells Fargo
California
$164K +$2.05K +61 +1%
FCA
87
FinTrust Capital Advisors
South Carolina
$153K +$150K +4,445 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$152K +$6.86K +204 +5%
PS
89
Principal Securities
Iowa
$148K +$26.7K +794 +23%
US Bancorp
90
US Bancorp
Minnesota
$112K +$49.5K +1,471 +82%
SPIA
91
Steward Partners Investment Advisory
New York
$109K +$32.9K +977 +44%
GWS
92
Glassman Wealth Services
Virginia
$107K +$74.8K +2,224 +250%
CA
93
Crewe Advisors
Utah
$106K +$98.6K +2,932 +1,821%
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K +$4.14K +123 +4%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$93.3K -$550K -16,348 -86%
CWP
96
Concord Wealth Partners
Virginia
$83.1K
GWSG
97
GPS Wealth Strategies Group
Colorado
$77.3K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$75.8K +$55K +1,634 +286%
GRP
99
Global Retirement Partners
California
$68K +$673 +20 +1%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$65.3K +$15.2K +451 +31%

ARTY Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2024, worth a combined $167M — up 0.29% from $167M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARTY positions and 20 closed out — a net gain of 12 holders — while 60 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $24.3M.

  • 160 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2024, up from 150 in Q4 2023.
  • Funds reported $167M of iShares Future AI & Tech ETF stock for Q1 2024, up 0.29% quarter-over-quarter.
  • 32 funds opened new iShares Future AI & Tech ETF positions in Q1 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2024 was Ameriprise, an estimated $10.3M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2024.