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ARTY

iShares Future AI & Tech ETF
ARTY

167 hedge funds and large institutions have $151M 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, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $51K | Put options by funds: $41K

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

2.62% less ownership

Funds ownership: 27.39% → 24.77% (-2.6%)

3% less funds holding

Funds holding: 173 → 167 (-6)

16% less capital invested

Capital invested by funds: $179M → $151M (-$28.3M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
167
Holders Change
-6
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
45
Reduced
46
Closed
20
Calls
$51K
Puts
$41K
Net Calls
+$10K
Net Calls Change
-$46K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
+$3.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.6M
3
LWM
Lionsbridge Wealth Management
Florida
+$2.5M
4
FTUS
Flow Traders U.S.
New York
+$2.45M
5
Wells Fargo
Wells Fargo
California
+$899K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.4M
2
Ameriprise
Ameriprise
Minnesota
-$9.73M
3
GF
Gimbal Financial
Indiana
-$8.19M
4
Jane Street
Jane Street
New York
-$6.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
76
Clearwater Capital Advisors
Illinois
$254K – – –
RIM
77
Rockbridge Investment Management
New York
$240K +$232K +6,997 New
CAM
78
Cresset Asset Management
Illinois
$239K +$9.1K +274 +4%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$239K +$144K +4,339 +165%
GAM
80
Gemmer Asset Management
California
$221K – – –
HI
81
Harbour Investments
Wisconsin
$213K +$14.2K +427 +7%
VA
82
Valmark Advisers
Ohio
$206K +$200K +6,016 New
IFG
83
Independent Financial Group
California
$205K -$5.94K -179 -3%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$198K -$8.66K -261 -4%
FCA
85
FinTrust Capital Advisors
South Carolina
$158K +$2.02K +61 +1%
PS
86
Principal Securities
Iowa
$157K -$6.87K -207 -4%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$144K -$17.8K -537 -11%
LI
88
LRI Investments
Florida
$143K +$133K +4,000 New
SPIA
89
Steward Partners Investment Advisory
New York
$112K -$33 -1 -0%
GWS
90
Glassman Wealth Services
Virginia
$107K – – –
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K +$6.64K +200 +7%
CA
92
Crewe Advisors
Utah
$106K – – –
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$94.1K +$14.6K +441 +19%
PA
94
Parallel Advisors
California
$91K +$32.2K +970 +57%
GWM
95
Geneos Wealth Management
Colorado
$85.6K +$22.8K +686 +38%
CWP
96
Concord Wealth Partners
Virginia
$82.8K – – –
GRP
97
Global Retirement Partners
California
$79.8K +$6.64K +200 +9%
GWSG
98
GPS Wealth Strategies Group
Colorado
$77.4K – – –
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$73.1K -$17.8K -535 -20%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$72.7K +$6.24K +188 +10%
2 3
4
5 6

ARTY Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2024, worth a combined $151M — down 16% from $179M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ARTY and 14 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 45 added.

The largest buyer was Wharton Business Group, adding an estimated $3.78M. The largest seller was Morgan Stanley, cutting an estimated $12.4M.

  • 167 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2024, down from 173 in Q2 2024.
  • Funds reported $151M of iShares Future AI & Tech ETF stock for Q3 2024, down 16% quarter-over-quarter.
  • 14 funds opened new iShares Future AI & Tech ETF positions in Q3 2024 and 20 closed out, a net change of -6 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2024 was Wharton Business Group, an estimated $3.78M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2024 was Morgan Stanley, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.