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ARTY

iShares Future AI & Tech ETF

113 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.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

69% more capital invested

Capital invested by funds: $54.1M → $91.7M (+$37.6M)

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

30% more funds holding

Funds holding: 87113 (+26)

2.07% more ownership

Funds ownership: 19.27%21.34% (+2.1%)

Holders
113
Holders Change
+26
Holders Change %
+29.89%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$3.33K +$31 +1 +1%
HR
102
Howe & Rusling
New York
$3.3K +$3.07K +100 New
RI
103
Ridgewood Investments
New Jersey
$3.3K +$3.07K +100 New
SHIM
104
Stone House Investment Management
Pennsylvania
$2.69K
AF
105
Advisornet Financial
Minnesota
$2.35K
CG
106
Cutler Group
California
$2K +$2.46K +80 New
ACA
107
Atlas Capital Advisors
Wyoming
$1.49K +$1.38K +45 New
TF
108
TimeScale Financial
Massachusetts
$1.35K
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.32K
MAWA
110
Moss Adams Wealth Advisors
Washington
$1.32K
FBC
111
Fairfield, Bush & Co
Connecticut
$991 +$921 +30 New
TF
112
Tompkins Financial
New York
$826
CWAF
113
Core Wealth Advisors (Florida)
Florida
$529 +$491 +16 New
FAIM
114
Financial Advocates Investment Management
Washington
-$1.27M -40,371 Closed
ASFA
115
All Season Financial Advisors
Colorado
-$266K -8,479 Closed
EP
116
Eudaimonia Partners
Tennessee
-$256K -8,156 Closed
IWA
117
Intercontinental Wealth Advisors
Texas
-$215K -6,860 Closed
JWCA
118
J.W. Cole Advisors
Florida
-$214K -6,829 Closed
BAM
119
Belpointe Asset Management
Nevada
-$189K -6,016 Closed
ASN
120
Advisory Services Network
Georgia
-$30.4K -969 Closed
AAS
121
Ameritas Advisory Services
Nebraska
-$5.77K -196 Closed
TWC
122
TD Waterhouse Canada
Ontario, Canada
-$4.21K -100 Closed
HBW
123
Hazlett, Burt & Watson
West Virginia
-$2K -75 Closed
Fidelity Investments
124
Fidelity Investments
Massachusetts
-$1.82K -58 Closed

ARTY Hedge Fund Activity: Q2 2023 in Review

113 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2023, worth a combined $91.7M — up 69% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARTY positions and 11 closed out — a net gain of 26 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $3.37M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $1.27M sold.

  • 113 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $91.7M of iShares Future AI & Tech ETF stock for Q2 2023, up 69% quarter-over-quarter.
  • 37 funds opened new iShares Future AI & Tech ETF positions in Q2 2023 and 11 closed out, a net change of +26 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $3.37M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2023 was Financial Advocates Investment Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2023.