ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

112 hedge funds and large institutions have $91.7M invested in iShares Future AI & Tech ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+26
Holders Change %
+30.23%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
31
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$3.62M
2
WWM
2
WT Wealth Management
Arizona
$2.92M
3
FTUS
3
Flow Traders U.S.
New York
$3.19M
4
Bank of America
4
Bank of America
North Carolina
$9.85M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.59M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
WWM
2
WJ Wealth Management
Arizona
$777K
3
WBG
3
Wharton Business Group
Pennsylvania
$6.99M
4
SFFS
4
Stonehage Fleming Financial Services
Jersey
$12.4K
5
ASFA
5
All Season Financial Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RI
101
Ridgewood Investments
New Jersey
$3.3K 100 +100 New
HR
102
Howe & Rusling
New York
$3.3K 100 +100 New
SHIM
103
Stone House Investment Management
Pennsylvania
$2.69K 81 – –
AF
104
Advisornet Financial
Minnesota
$2.35K 71 – –
CG
105
Cutler Group
California
$2K 80 +80 New
ACA
106
Atlas Capital Advisors
Wyoming
$1.49K 45 +45 New
TF
107
TimeScale Financial
Massachusetts
$1.36K 41 – –
MAWA
108
Moss Adams Wealth Advisors
Washington
$1.32K 40 – –
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.32K 40 – –
FBC
110
Fairfield, Bush & Co
Connecticut
$991 30 +30 New
TF
111
Tompkins Financial
New York
$826 25 – –
CWA
112
Core Wealth Advisors
Florida
$529 16 +16 New
FAIM
113
Financial Advocates Investment Management
Washington
– – -40,371 Closed
ASFA
114
All Season Financial Advisors
Colorado
– – -8,479 Closed
EP
115
Eudaimonia Partners
Tennessee
– – -8,156 Closed
IWA
116
Intercontinental Wealth Advisors
Texas
– – -6,860 Closed
JWCA
117
J.W. Cole Advisors
Florida
– – -6,829 Closed
BAM
118
Belpointe Asset Management
Nevada
– – -6,016 Closed
ASN
119
Advisory Services Network
Georgia
– – -969 Closed
AAS
120
Ameritas Advisory Services
Nebraska
– – -196 Closed
TWC
121
TD Waterhouse Canada
Ontario, Canada
– – -100 Closed
HBW
122
Hazlett, Burt & Watson
West Virginia
– – -75 Closed
Fidelity Investments
123
Fidelity Investments
Massachusetts
– – -58 Closed
CFGS
124
Concourse Financial Group Securities
Alabama
– – – –
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