ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

148 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+26
Holders Change %
+21.31%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
54
Reduced
22
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.4M
2
TF
2
Theory Financial
Colorado
$3.84M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.13M
4
Ameriprise
4
Ameriprise
Minnesota
$7.33M
5
LPL Financial
5
LPL Financial
California
$10.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.79M
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$234K
4
Jane Street
4
Jane Street
New York
$6.67M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.25M
Name Market Value Shares Shares
Change 		Shares
Change %
TCOV
126
Trust Company of Vermont
Vermont
$5.52K 160 – –
GWSA
127
Global Wealth Strategies & Associates
Colorado
$5.38K 156 – –
BC
128
Barrett & Company
Rhode Island
$5.18K 150 – –
SWA
129
SOA Wealth Advisors
New York
$5.06K 147 +1 +0.7%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$4.76K 138 – –
DF
131
Dunhill Financial
United Kingdom
$4.37K 127 +127 New
KFI
132
Key Financial Inc
Pennsylvania
$4.35K 126 – –
NMM
133
Naples Money Management
Florida
$3.45K 100 +100 New
HR
134
Howe & Rusling
New York
$3.45K 100 +100 New
ADL
135
Asset Dedication LLC
California
$3K 100 -145 -59%
VWWMG
136
Vermillion & White Wealth Management Group
Pennsylvania
$2.86K 83 +83 New
SHIM
137
Stone House Investment Management
Pennsylvania
$2.82K 82 +1 +1%
RA
138
Rise Advisors
New York
$2.6K 75 +75 New
AF
139
Advisornet Financial
Minnesota
$2.45K 71 – –
MIA
140
MeadowBrook Investment Advisors
Michigan
$2.07K 60 +60 New
AA
141
AlphaMark Advisors
Kentucky
$2K 58 – –
CWA
142
Core Wealth Advisors
Florida
$1.87K 54 – –
ACA
143
Aptus Capital Advisors
Alabama
$1.73K 50 +50 New
ACA
144
Atlas Capital Advisors
Wyoming
$1.57K 45 – –
BCMLT
145
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.22K 40 – –
FBC
146
Fairfield, Bush & Co
Connecticut
$1.04K 30 +30 New
TF
147
Tompkins Financial
New York
$863 25 – –
HI
148
Horizon Investments
North Carolina
$552 16 – –
HCA
149
Heck Capital Advisors
Wisconsin
– – -72,558 Closed
Cerity Partners
150
Cerity Partners
New York
– – -8,213 Closed
3 4 5
6
7