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ARTY

iShares Future AI & Tech ETF
ARTY

123 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.

New
Increased
Maintained
Reduced
Closed

269% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 13

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $91.7M → $105M (+$13.5M)

9% more funds holding

Funds holding: 113 → 123 (+10)

0.74% more ownership

Funds ownership: 21.34% → 22.09% (+0.74%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% 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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.61M
2
Jane Street
Jane Street
New York
+$4.06M
3
Ameriprise
Ameriprise
Minnesota
+$3.62M
4
Bank of America
Bank of America
North Carolina
+$2.83M
5
HCA
Heck Capital Advisors
Wisconsin
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
-$3.62M
2
FTUS
Flow Traders U.S.
New York
-$3.19M
3
WWM
WT Wealth Management
Arizona
-$2.92M
4
OCM
One Capital Management
California
-$2.29M
5
CA
Cetera Advisors
Colorado
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
101
Coston McIsaac & Partners
Maine
$6K +$742 +23 +12%
SWM
102
Spire Wealth Management
Virginia
$5.62K +$871 +27 +17%
HPC
103
HM Payson & Co
Maine
$5.19K – – –
JFG
104
JDM Financial Group
Texas
$4.94K – – –
CA
105
Crewe Advisors
Utah
$4.92K – – –
TCOV
106
Trust Company of Vermont
Vermont
$4.89K – – –
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$4.89K +$5.16K +160 New
GWSA
108
Global Wealth Strategies & Associates
Colorado
$4.76K +$5.04K +156 New
BC
109
Barrett & Company
Rhode Island
$4.58K – – –
SWA
110
SOA Wealth Advisors
New York
$4.46K +$4.71K +146 New
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$4.21K – – –
KFI
112
Key Financial Inc
Pennsylvania
$3.85K – – –
SSWM
113
Sheets Smith Wealth Management
North Carolina
$3.05K +$3.23K +100 New
Wells Fargo
114
Wells Fargo
California
$2.97K -$129 -4 -4%
SHIM
115
Stone House Investment Management
Pennsylvania
$2.49K – – –
AF
116
Advisornet Financial
Minnesota
$2.17K – – –
AA
117
AlphaMark Advisors
Kentucky
$2K +$1.87K +58 New
CWAF
118
Core Wealth Advisors (Florida)
Florida
$1.65K +$1.23K +38 +238%
ACA
119
Atlas Capital Advisors
Wyoming
$1.38K – – –
BCMLT
120
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.32K – – –
MAWA
121
Moss Adams Wealth Advisors
Washington
$1.22K – – –
TF
122
Tompkins Financial
New York
$764 – – –
HI
123
Horizon Investments
North Carolina
$489 +$516 +16 New
RCS
124
Retirement Capital Strategies
California
– -$3.62M -109,654 Closed
FTUS
125
Flow Traders U.S.
New York
– -$3.19M -96,528 Closed
2 3 4
5
6

ARTY Hedge Fund Activity: Q3 2023 in Review

123 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2023, worth a combined $105M — up 15% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARTY positions and 16 closed out — a net gain of 12 holders — while 48 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.61M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $3.62M sold.

  • 123 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2023, up from 113 in Q2 2023.
  • Funds reported $105M of iShares Future AI & Tech ETF stock for Q3 2023, up 15% quarter-over-quarter.
  • 28 funds opened new iShares Future AI & Tech ETF positions in Q3 2023 and 16 closed out, a net change of +12 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2023 was Morgan Stanley, an estimated $9.61M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2023 was Retirement Capital Strategies, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2023.