ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

157 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 27 reducing their positions, and 20 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
59
Reduced
27
Closed
20
Calls
$299K
Puts
$34K
Net Calls
+$265K
Net Calls Change
-$816K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$17.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.67M
3
Bank of America
3
Bank of America
North Carolina
$18.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.1M
5
UBS Group
5
UBS Group
Switzerland
$4.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.3M
2
Jane Street
2
Jane Street
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$918K
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$93.3K
Name Market Value Shares Shares
Change 		Shares
Change %
NS
126
NBC Securities
Alabama
$11K 310 – –
PFBT
127
Parkside Financial Bank & Trust
Missouri
$10.3K 300 +100 +50%
DJSG
128
D.J. St. Germain
Massachusetts
$9.96K 290 – –
RCM
129
Robinson Capital Management
Michigan
$9.89K 300 +300 New
PGAM
130
Princeton Global Asset Management
New Jersey
$9.24K 269 – –
PCFFS
131
Pacific Center for Financial Services
California
$8.89K 259 – –
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$7.83K 228 +228 New
TFA
133
Toth Financial Advisory
Virginia
$7.21K 210 – –
JFG
134
JDM Financial Group
Texas
$5.58K 162 – –
TCOV
135
Trust Company of Vermont
Vermont
$5.5K 160 – –
GWSA
136
Global Wealth Strategies & Associates
Colorado
$5.36K 156 – –
RA
137
Rise Advisors
New York
$5.16K 150 +75 +100%
BC
138
Barrett & Company
Rhode Island
$5.15K 150 – –
SA
139
Scarborough Advisors
Maryland
$5.15K 150 +150 New
SWA
140
SOA Wealth Advisors
New York
$5.04K 147 – –
GWP
141
Gen-Wealth Partners
Michigan
$4.98K 145 +145 New
VCM
142
Versant Capital Management
Arizona
$4.91K 143 +143 New
DF
143
Dunhill Financial
United Kingdom
$4.35K 127 – –
KFI
144
Key Financial Inc
Pennsylvania
$4.33K 126 – –
FCMT
145
Founders Capital Management (Texas)
Texas
$3.44K 100 -278 -74%
NMM
146
Naples Money Management
Florida
$3.44K 100 – –
HR
147
Howe & Rusling
New York
$3.44K 100 – –
VWWMG
148
Vermillion & White Wealth Management Group
Pennsylvania
$2.85K 83 – –
SHIM
149
Stone House Investment Management
Pennsylvania
$2.81K 82 – –
AF
150
Advisornet Financial
Minnesota
$2.44K 71 – –
4 5
6
7 8