We are live on ! Find out more
ARTY

iShares Future AI & Tech ETF

160 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

779% more call options, than puts

Call options by funds: $299K | Put options by funds: $34K

122% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 27

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

7% more funds holding

Funds holding: 150160 (+10)

0% more capital invested

Capital invested by funds: $167M → $167M (+$492K)

2.73% less ownership

Funds ownership: 28.12%25.38% (-2.7%)

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
60
Reduced
27
Closed
20
Calls
$299K
Puts
$34K
Net Calls
+$265K
Net Calls Change
-$816K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$64.3K +$3.87K +115 +7%
PA
102
Parallel Advisors
California
$63K +$61.7K +1,833 New
BIM
103
Breakwater Investment Management
Washington
$61.9K +$60.6K +1,802 New
FMII
104
Farmers & Merchants Investments Inc
Nebraska
$56.2K +$55.1K +1,637 New
GWM
105
Geneos Wealth Management
Colorado
$46K -$42.4K -1,261 -49%
CA
106
Continuum Advisory
Idaho
$39.5K +$39.6K +1,176 New
TCM
107
TruNorth Capital Management
Michigan
$36.2K +$35.5K +1,055 New
CFFP
108
Center for Financial Planning
Michigan
$35.3K
HBW
109
Hazlett, Burt & Watson
West Virginia
$35K
SL
110
Salomon & Ludwin
Virginia
$33.7K
CIAS
111
Capital Investment Advisory Services
North Carolina
$29.8K
AF
112
Allworth Financial
California
$29.2K +$10.2K +304 +56%
Simplex Trading
113
Simplex Trading
Illinois
$28K +$28.2K +838 New
CT
114
Caldwell Trust
Florida
$27.5K
PP
115
PFS Partners
New Jersey
$27.5K +$26.9K +800 New
EWM
116
Evermay Wealth Management
Virginia
$24K
MSG
117
Main Street Group
Virginia
$21K +$20.6K +611 New
HNB
118
Huntington National Bank
Ohio
$20.6K
MAM
119
MMA Asset Management
Pennsylvania
$18.7K +$18.3K +543 New
MRCM
120
M&R Capital Management
New Jersey
$17.1K
RIA
121
Realta Investment Advisors
Delaware
$16.1K +$15.7K +468 New
BCV
122
Banque Cantonale Vaudoise
Switzerland
$16K
CWM
123
Cranbrook Wealth Management
Michigan
$15.7K
CMP
124
Coston McIsaac & Partners
Maine
$15K +$7.23K +215 +90%
MWM
125
Mascoma Wealth Management
New Hampshire
$13.9K -$15.2K -453 -53%

ARTY Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2024, worth a combined $167M — up 0.29% from $167M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARTY positions and 20 closed out — a net gain of 12 holders — while 60 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $24.3M.

  • 160 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2024, up from 150 in Q4 2023.
  • Funds reported $167M of iShares Future AI & Tech ETF stock for Q1 2024, up 0.29% quarter-over-quarter.
  • 32 funds opened new iShares Future AI & Tech ETF positions in Q1 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2024 was Ameriprise, an estimated $10.3M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2024.