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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
WPA
126
West Paces Advisors
Georgia
$13.7K
CA
127
CoreCap Advisors
Michigan
$13.2K +$12.9K +383 New
S
128
SignatureFD
Georgia
$12.9K
NS
129
NBC Securities
Alabama
$11K
PFBT
130
Parkside Financial Bank & Trust
Missouri
$10.3K +$3.36K +100 +50%
DJSG
131
D.J. St. Germain
Massachusetts
$9.96K
RCM
132
Robinson Capital Management
Michigan
$9.89K +$10.1K +300 New
PGAM
133
Princeton Global Asset Management
New Jersey
$9.24K
PCFFS
134
Pacific Center for Financial Services
California
$8.89K
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$7.83K +$7.67K +228 New
TFA
136
Toth Financial Advisory
Virginia
$7.21K
JFG
137
JDM Financial Group
Texas
$5.58K
TCOV
138
Trust Company of Vermont
Vermont
$5.5K
GWSA
139
Global Wealth Strategies & Associates
Colorado
$5.36K
RA
140
Rise Advisors
New York
$5.16K +$2.52K +75 +100%
BC
141
Barrett & Company
Rhode Island
$5.15K
SA
142
Scarborough Advisors
Maryland
$5.15K +$5.05K +150 New
SWA
143
SOA Wealth Advisors
New York
$5.04K
GWP
144
Gen-Wealth Partners
Michigan
$4.98K +$4.88K +145 New
VCM
145
Versant Capital Management
Arizona
$4.91K +$4.81K +143 New
DF
146
Dunhill Financial
United Kingdom
$4.35K
KFI
147
Key Financial Inc
Pennsylvania
$4.33K
FCMT
148
Founders Capital Management (Texas)
Texas
$3.44K -$9.35K -278 -74%
HR
149
Howe & Rusling
New York
$3.44K
NMM
150
Naples Money Management
Florida
$3.44K

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.