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ARTY

iShares Future AI & Tech ETF

182 hedge funds and large institutions have $198M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

31% more capital invested

Capital invested by funds: $151M → $198M (+$47.3M)

9% more funds holding

Funds holding: 167182 (+15)

2.79% more ownership

Funds ownership: 24.77%27.56% (+2.8%)

Holders
182
Holders Change
+15
Holders Change %
+8.98%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
58
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$304K +$79.9K +2,200 +37%
CAM
77
Cresset Asset Management
Illinois
$296K +$36.8K +1,013 +15%
CI
78
CX Institutional
Indiana
$293K +$288K +7,916 New
UCFA
79
United Capital Financial Advisors
Texas
$292K -$98.9K -2,722 -26%
RIL
80
Rothschild Investment LLC
Illinois
$288K
CIA
81
Concurrent Investment Advisors
Florida
$279K -$128K -3,530 -32%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$275K -$643K -17,688 -70%
FFA
83
Farther Finance Advisors
California
$275K -$130K -3,587 -33%
HI
84
Harbour Investments
Wisconsin
$262K +$31.3K +861 +14%
IAA
85
Independent Advisor Alliance
North Carolina
$262K +$257K +7,062 New
CCA
86
Clearwater Capital Advisors
Illinois
$259K -$15.1K -415 -6%
RIM
87
Rockbridge Investment Management
New York
$258K -$908 -25 -0.4%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$257K +$252K +6,925 New
VA
89
Valmark Advisers
Ohio
$253K +$29.2K +804 +13%
AIM
90
Advyzon Investment Management
Illinois
$248K +$243K +6,690 New
PWM
91
Partners Wealth Management
California
$243K +$238K +6,560 New
GAM
92
Gemmer Asset Management
California
$239K
OLA
93
Oliver Luxxe Assets
New Jersey
$213K +$209K +5,748 New
PAG
94
Private Advisor Group
New Jersey
$207K +$203K +5,594 New
SPIA
95
Steward Partners Investment Advisory
New York
$203K +$79.8K +2,196 +67%
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$202K +$198K +5,446 New
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$185K +$28.6K +788 +19%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$168K -$45K -1,239 -21%
PS
99
Principal Securities
Iowa
$165K -$5.16K -142 -3%
LI
100
LRI Investments
Florida
$148K

ARTY Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2024, worth a combined $198M — up 31% from $151M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ARTY positions and 15 closed out — a net gain of 21 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $16M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.46M sold.

  • 182 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $198M of iShares Future AI & Tech ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 36 funds opened new iShares Future AI & Tech ETF positions in Q4 2024 and 15 closed out, a net change of +21 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2024 was Wharton Business Group, an estimated $16M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2024 was Flow Traders U.S., an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.