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ARTY

iShares Future AI & Tech ETF

182 hedge funds and large institutions have $198M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

31% more capital invested

Capital invested by funds: $151M → $198M (+$47.3M)

9% more funds holding

Funds holding: 167182 (+15)

2.79% more ownership

Funds ownership: 24.77%27.56% (+2.8%)

Holders
182
Holders Change
+15
Holders Change %
+8.98%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
58
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Physician Wealth Advisors
Utah
$133K +$131K +3,600 New
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$118K +$12.5K +344 +13%
CA
103
Crewe Advisors
Utah
$115K
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K -$10.9K -300 -10%
GRP
105
Global Retirement Partners
California
$99.4K +$12.8K +351 +15%
GWM
106
Geneos Wealth Management
Colorado
$97.8K +$5.09K +140 +6%
PA
107
Parallel Advisors
California
$97.1K -$1.45K -40 -2%
US Bancorp
108
US Bancorp
Minnesota
$95.9K +$29.2K +804 +45%
CWP
109
Concord Wealth Partners
Virginia
$89.7K
GWSG
110
GPS Wealth Strategies Group
Colorado
$83.8K +$36 +1 +0%
GWS
111
Glassman Wealth Services
Virginia
$82.4K -$32.4K -891 -29%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$79.1K
CFD
113
Creative Financial Designs
Indiana
$77.7K +$73 +2 +0.1%
SS
114
Sunbelt Securities
Texas
$76.2K +$22.3K +615 +43%
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$70.8K +$109 +3 +0.2%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$69.9K -$8.69K -239 -11%
BIM
117
Breakwater Investment Management
Washington
$66.8K
IA
118
IFP Advisors
Florida
$63.5K +$6.18K +170 +11%
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$60.7K
GWP
120
Gen-Wealth Partners
Michigan
$55.1K +$43.3K +1,192 +404%
PFBT
121
Parkside Financial Bank & Trust
Missouri
$54.2K +$109 +3 +0.2%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$46.1K +$45.2K +1,244 New
BCWM
123
Bartlett & Co Wealth Management
Ohio
$44.5K +$36.3K +1,000 +500%
CA
124
Continuum Advisory
Idaho
$43.6K
Comerica Bank
125
Comerica Bank
Texas
$42.9K -$1.64K -45 -4%

ARTY Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2024, worth a combined $198M — up 31% from $151M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ARTY positions and 15 closed out — a net gain of 21 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $16M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.46M sold.

  • 182 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $198M of iShares Future AI & Tech ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 36 funds opened new iShares Future AI & Tech ETF positions in Q4 2024 and 15 closed out, a net change of +21 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2024 was Wharton Business Group, an estimated $16M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2024 was Flow Traders U.S., an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.