ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

122 hedge funds and large institutions have $105M invested in iShares Future AI & Tech ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 13 reducing their positions, and 16 closing their positions.

Holders
122
Holders Change
+10
Holders Change %
+8.93%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
48
Reduced
13
Closed
16
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$37K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.2M
2
Jane Street
2
Jane Street
New York
$7.2M
3
Ameriprise
3
Ameriprise
Minnesota
$4.8M
4
Bank of America
4
Bank of America
North Carolina
$11.8M
5
HCA
5
Heck Capital Advisors
Wisconsin
$2.22M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
WWM
3
WT Wealth Management
Arizona
$0
4
OCM
4
One Capital Management
California
$0
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$5.62K 184 +27 +17%
HPC
102
HM Payson & Co
Maine
$5.19K 170 – –
JFG
103
JDM Financial Group
Texas
$4.94K 162 – –
CA
104
Crewe Advisors
Utah
$4.92K 161 – –
TCOV
105
Trust Company of Vermont
Vermont
$4.89K 160 – –
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$4.89K 160 +160 New
GWSA
107
Global Wealth Strategies & Associates
Colorado
$4.76K 156 +156 New
BC
108
Barrett & Company
Rhode Island
$4.58K 150 – –
SWA
109
SOA Wealth Advisors
New York
$4.46K 146 +146 New
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$4.22K 138 – –
KFI
111
Key Financial Inc
Pennsylvania
$3.85K 126 – –
SSWM
112
Sheets Smith Wealth Management
North Carolina
$3.05K 100 +100 New
Wells Fargo
113
Wells Fargo
California
$2.97K 97 -4 -4%
SHIM
114
Stone House Investment Management
Pennsylvania
$2.49K 81 – –
AF
115
Advisornet Financial
Minnesota
$2.17K 71 – –
AA
116
AlphaMark Advisors
Kentucky
$2K 58 +58 New
CWA
117
Core Wealth Advisors
Florida
$1.65K 54 +38 +238%
ACA
118
Atlas Capital Advisors
Wyoming
$1.38K 45 – –
BCMLT
119
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.32K 40 – –
MAWA
120
Moss Adams Wealth Advisors
Washington
$1.22K 40 – –
TF
121
Tompkins Financial
New York
$764 25 – –
HI
122
Horizon Investments
North Carolina
$489 16 +16 New
RCS
123
Retirement Capital Strategies
California
– – -109,654 Closed
FTUS
124
Flow Traders U.S.
New York
– – -96,528 Closed
WWM
125
WT Wealth Management
Arizona
– – -88,378 Closed
2 3 4
5
6