ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

157 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 27 reducing their positions, and 20 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
59
Reduced
27
Closed
20
Calls
$299K
Puts
$34K
Net Calls
+$265K
Net Calls Change
-$816K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$17.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.67M
3
Bank of America
3
Bank of America
North Carolina
$18.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.1M
5
UBS Group
5
UBS Group
Switzerland
$4.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.3M
2
Jane Street
2
Jane Street
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$918K
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$93.3K
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
101
Breakwater Investment Management
Washington
$61.9K 1,802 +1,802 New
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$56.2K 1,637 +1,637 New
GWM
103
Geneos Wealth Management
Colorado
$46K 1,338 -1,261 -49%
CA
104
Continuum Advisory
Idaho
$39.5K 1,176 +1,176 New
TCM
105
TruNorth Capital Management
Michigan
$36.2K 1,055 +1,055 New
CFFP
106
Center for Financial Planning
Michigan
$35.3K 1,029 – –
HBW
107
Hazlett, Burt & Watson
West Virginia
$35K 1,030 – –
SL
108
Salomon & Ludwin
Virginia
$33.7K 981 – –
CIAS
109
Capital Investment Advisory Services
North Carolina
$29.8K 867 – –
AF
110
Allworth Financial
California
$29.2K 850 +304 +56%
Simplex Trading
111
Simplex Trading
Illinois
$28K 838 +838 New
PP
112
PFS Partners
New Jersey
$27.5K 800 +800 New
EWM
113
Evermay Wealth Management
Virginia
$24K 700 – –
MSG
114
Main Street Group
Virginia
$21K 611 +611 New
HNB
115
Huntington National Bank
Ohio
– – – –
MAM
116
MMA Asset Management
Pennsylvania
$18.7K 543 +543 New
MRCM
117
M&R Capital Management
New Jersey
$17.1K 498 – –
RIA
118
Realta Investment Advisors
Delaware
$16.1K 468 +468 New
BCV
119
Banque Cantonale Vaudoise
Switzerland
$16K 470 – –
CWM
120
Cranbrook Wealth Management
Michigan
$15.7K 457 – –
CMP
121
Coston McIsaac & Partners
Maine
$15K 453 +215 +90%
MWM
122
Mascoma Wealth Management
New Hampshire
$13.9K 405 -453 -53%
WPA
123
West Paces Advisors
Georgia
$13.7K 400 – –
CA
124
CoreCap Advisors
Michigan
$13.2K 383 +383 New
S
125
SignatureFD
Georgia
$12.9K 375 – –
3 4
5
6 7