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ARTY

iShares Future AI & Tech ETF
ARTY

150 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

58% more capital invested

Capital invested by funds: $105M → $167M (+$61.5M)

22% more funds holding

Funds holding: 123 → 150 (+27)

6.03% more ownership

Funds ownership: 22.09% → 28.12% (+6%)

Holders
150
Holders Change
+27
Holders Change %
+21.95%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
54
Reduced
22
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.12M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32.2M
2
TF
Theory Financial
Colorado
+$3.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.87M
4
Ameriprise
Ameriprise
Minnesota
+$1.75M
5
LPL Financial
LPL Financial
California
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.3M
2
HCA
Heck Capital Advisors
Wisconsin
-$2.22M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.77M
4
Jane Street
Jane Street
New York
-$1.34M
5
Osaic Holdings
Osaic Holdings
Arizona
-$970K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
126
JDM Financial Group
Texas
$5.6K – – –
CA
127
Crewe Advisors
Utah
$5.55K – – –
TCOV
128
Trust Company of Vermont
Vermont
$5.52K – – –
GWSA
129
Global Wealth Strategies & Associates
Colorado
$5.38K – – –
BC
130
Barrett & Company
Rhode Island
$5.17K – – –
SWA
131
SOA Wealth Advisors
New York
$5.06K +$32 +1 +0.7%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$4.76K – – –
DF
133
Dunhill Financial
United Kingdom
$4.37K +$4.02K +127 New
KFI
134
Key Financial Inc
Pennsylvania
$4.35K – – –
HR
135
Howe & Rusling
New York
$3.45K +$3.17K +100 New
NMM
136
Naples Money Management
Florida
$3.45K +$3.17K +100 New
ADL
137
Asset Dedication LLC
California
$3K -$4.59K -145 -59%
VWWMG
138
Vermillion & White Wealth Management Group
Pennsylvania
$2.86K +$2.63K +83 New
SHIM
139
Stone House Investment Management
Pennsylvania
$2.82K +$32 +1 +1%
RA
140
Rise Advisors
New York
$2.6K +$2.38K +75 New
AF
141
Advisornet Financial
Minnesota
$2.45K – – –
MIA
142
MeadowBrook Investment Advisors
Michigan
$2.07K +$1.9K +60 New
AA
143
AlphaMark Advisors
Kentucky
$2K – – –
CWAF
144
Core Wealth Advisors (Florida)
Florida
$1.87K – – –
ACA
145
Aptus Capital Advisors
Alabama
$1.73K +$1.58K +50 New
ACA
146
Atlas Capital Advisors
Wyoming
$1.57K – – –
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.22K – – –
FBC
148
Fairfield, Bush & Co
Connecticut
$1.03K +$950 +30 New
TF
149
Tompkins Financial
New York
$863 – – –
HI
150
Horizon Investments
North Carolina
$552 – – –
3 4 5
6
7

ARTY Hedge Fund Activity: Q4 2023 in Review

150 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2023, worth a combined $167M — up 58% from $105M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARTY positions and 8 closed out — a net gain of 29 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.2M. The largest seller was Royal Bank of Canada, cutting an estimated $2.3M.

  • 150 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2023, up from 123 in Q3 2023.
  • Funds reported $167M of iShares Future AI & Tech ETF stock for Q4 2023, up 58% quarter-over-quarter.
  • 37 funds opened new iShares Future AI & Tech ETF positions in Q4 2023 and 8 closed out, a net change of +29 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.2M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2023.