We are live on ! Find out more
ARTY

iShares Future AI & Tech ETF
ARTY

167 hedge funds and large institutions have $151M invested in iShares Future AI & Tech ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $51K | Put options by funds: $41K

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

2.62% less ownership

Funds ownership: 27.39% → 24.77% (-2.6%)

3% less funds holding

Funds holding: 173 → 167 (-6)

16% less capital invested

Capital invested by funds: $179M → $151M (-$28.3M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
167
Holders Change
-6
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
45
Reduced
46
Closed
20
Calls
$51K
Puts
$41K
Net Calls
+$10K
Net Calls Change
-$46K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
+$3.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.6M
3
LWM
Lionsbridge Wealth Management
Florida
+$2.5M
4
FTUS
Flow Traders U.S.
New York
+$2.45M
5
Wells Fargo
Wells Fargo
California
+$899K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.4M
2
Ameriprise
Ameriprise
Minnesota
-$9.73M
3
GF
Gimbal Financial
Indiana
-$8.19M
4
Jane Street
Jane Street
New York
-$6.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
101
Creative Financial Designs
Indiana
$71.7K -$86.2K -2,596 -55%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$68.9K – – –
JP Morgan Chase
103
JP Morgan Chase
New York
$68.2K -$682K -20,548 -91%
BIM
104
Breakwater Investment Management
Washington
$61.7K – – –
US Bancorp
105
US Bancorp
Minnesota
$61.1K – – –
FMII
106
Farmers & Merchants Investments Inc
Nebraska
$56.1K – – –
IA
107
IFP Advisors
Florida
$52.8K -$4.18K -126 -8%
ATC
108
Adirondack Trust Company
New York
$51.3K – – –
PFBT
109
Parkside Financial Bank & Trust
Missouri
$50K +$48.4K +1,459 New
SS
110
Sunbelt Securities
Texas
$48.9K -$15.8K -475 -25%
CA
111
Continuum Advisory
Idaho
$42.1K – – –
Comerica Bank
112
Comerica Bank
Texas
$41.2K -$393K -11,837 -91%
TCM
113
TruNorth Capital Management
Michigan
$36.1K – – –
CFFP
114
Center for Financial Planning
Michigan
$35.2K – – –
NFA
115
Northwest Financial Advisors
Virginia
$33.2K +$32.2K +970 New
CIAS
116
Capital Investment Advisory Services
North Carolina
$29.7K – – –
AF
117
Allworth Financial
California
$29.1K -$9.89K -298 -26%
PP
118
PFS Partners
New Jersey
$27.5K – – –
CT
119
Caldwell Trust
Florida
$27.4K – – –
EWM
120
Evermay Wealth Management
Virginia
$24K – – –
AF
121
Advisornet Financial
Minnesota
$23.8K +$20.8K +625 +880%
HNB
122
Huntington National Bank
Ohio
$20.5K – – –
MRCM
123
M&R Capital Management
New Jersey
$17.1K – – –
CWM
124
Cranbrook Wealth Management
Michigan
$15.6K – – –
WOSD
125
WFA of San Diego
California
$13.9K – – –
3 4
5
6 7

ARTY Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2024, worth a combined $151M — down 16% from $179M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ARTY and 14 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 45 added.

The largest buyer was Wharton Business Group, adding an estimated $3.78M. The largest seller was Morgan Stanley, cutting an estimated $12.4M.

  • 167 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2024, down from 173 in Q2 2024.
  • Funds reported $151M of iShares Future AI & Tech ETF stock for Q3 2024, down 16% quarter-over-quarter.
  • 14 funds opened new iShares Future AI & Tech ETF positions in Q3 2024 and 20 closed out, a net change of -6 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2024 was Wharton Business Group, an estimated $3.78M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2024 was Morgan Stanley, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.