ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

177 hedge funds and large institutions have $195M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
34
Increased
57
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$29.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.4M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$7.93M
4
GF
4
Gimbal Financial
Indiana
$3.98M
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.57M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$721K
3
Jane Street
3
Jane Street
New York
$359K
4
LWM
4
Lionsbridge Wealth Management
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$292K 7,870 -2,722 -26%
RIL
77
Rothschild Investment LLC
Illinois
$288K 7,771 – –
CIA
78
Concurrent Investment Advisors
Florida
$279K 7,524 -3,530 -32%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$275K 7,428 -17,688 -70%
FFA
80
Farther Finance Advisors
California
$275K 7,411 -3,587 -33%
HI
81
Harbour Investments
Wisconsin
$262K 7,079 +861 +14%
IAA
82
Independent Advisor Alliance
North Carolina
$262K 7,062 +7,062 New
CCA
83
Clearwater Capital Advisors
Illinois
$259K 6,995 -415 -6%
RIM
84
Rockbridge Investment Management
New York
$258K 6,972 -25 -0.4%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$257K 6,925 +6,925 New
VA
86
Valmark Advisers
Ohio
$253K 6,820 +804 +13%
AIM
87
Advyzon Investment Management
Illinois
$248K 6,690 +6,690 New
PWM
88
Partners Wealth Management
California
$243K 6,560 +6,560 New
GAM
89
Gemmer Asset Management
California
$239K 6,450 – –
OLA
90
Oliver Luxxe Assets
New Jersey
$213K 5,748 +5,748 New
PAG
91
Private Advisor Group
New Jersey
$207K 5,594 +5,594 New
SPIA
92
Steward Partners Investment Advisory
New York
$203K 5,472 +2,196 +67%
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$202K 5,446 +5,446 New
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$185K 5,001 +788 +19%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$168K 4,530 -1,239 -21%
PS
96
Principal Securities
Iowa
$165K 4,447 -142 -3%
LI
97
LRI Investments
Florida
$148K 4,000 – –
PWA
98
Physician Wealth Advisors
Utah
$133K 3,600 +3,600 New
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$118K 3,092 +344 +13%
CA
100
Crewe Advisors
Utah
$115K 3,093 – –
2 3
4
5 6