ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

164 hedge funds and large institutions have $150M invested in iShares Future AI & Tech ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 19 closing their positions.

Holders
164
Holders Change
-6
Holders Change %
-3.53%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
45
Reduced
45
Closed
19
Calls
$51K
Puts
$41K
Net Calls
+$10K
Net Calls Change
-$46K

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$12.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.61M
3
LWM
3
Lionsbridge Wealth Management
Florida
$2.58M
4
FTUS
4
Flow Traders U.S.
New York
$4.46M
5
Wells Fargo
5
Wells Fargo
California
$1.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.7M
2
Ameriprise
2
Ameriprise
Minnesota
$9.34M
3
GF
3
Gimbal Financial
Indiana
$0
4
Jane Street
4
Jane Street
New York
$4.19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
76
Rockbridge Investment Management
New York
$240K 6,997 +6,997 New
CAM
77
Cresset Asset Management
Illinois
$239K 6,971 +274 +4%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$239K 6,963 +4,339 +165%
GAM
79
Gemmer Asset Management
California
$221K 6,450 – –
HI
80
Harbour Investments
Wisconsin
$213K 6,218 +427 +7%
VA
81
Valmark Advisers
Ohio
$206K 6,016 +6,016 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$198K 5,769 -261 -4%
FCA
83
FinTrust Capital Advisors
South Carolina
$158K 4,627 +61 +1%
PS
84
Principal Securities
Iowa
$157K 4,589 -207 -4%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$144K 4,213 -537 -11%
LI
86
LRI Investments
Florida
$143K 4,000 +4,000 New
SPIA
87
Steward Partners Investment Advisory
New York
$112K 3,276 -1 -0%
GWS
88
Glassman Wealth Services
Virginia
$107K 3,115 – –
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K 3,111 +200 +7%
CA
90
Crewe Advisors
Utah
$106K 3,093 – –
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$94.1K 2,748 +441 +19%
PA
92
Parallel Advisors
California
$91K 2,658 +970 +57%
GWM
93
Geneos Wealth Management
Colorado
$85.6K 2,499 +686 +38%
CWP
94
Concord Wealth Partners
Virginia
$82.8K 2,419 – –
GRP
95
Global Retirement Partners
California
$79.8K 2,330 +200 +9%
GWSG
96
GPS Wealth Strategies Group
Colorado
$77.4K 2,261 – –
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$73.1K 2,133 -535 -20%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$72.7K 2,124 +188 +10%
CFD
99
Creative Financial Designs
Indiana
$71.7K 2,093 -2,596 -55%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$68.9K 1,906 – –
2 3
4
5 6