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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
AF
126
Allworth Financial
California
$40K +$4.98K +137 +16%
VWM
127
Vermillion Wealth Management
Minnesota
$39.3K +$38.6K +1,061 New
TCM
128
TruNorth Capital Management
Michigan
$39.1K
CFFP
129
Center for Financial Planning
Michigan
$38.1K
CIAS
130
Capital Investment Advisory Services
North Carolina
$30.3K -$1.82K -50 -6%
PP
131
PFS Partners
New Jersey
$29.8K +$36 +1 +0.1%
CT
132
Caldwell Trust
Florida
$29.7K
AssetMark Inc
133
AssetMark Inc
California
$28.2K +$27.6K +760 New
AF
134
Advisornet Financial
Minnesota
$25.8K
JP Morgan Chase
135
JP Morgan Chase
New York
$24.4K -$48.5K -1,334 -67%
HNB
136
Huntington National Bank
Ohio
$22.2K
EWM
137
Evermay Wealth Management
Virginia
$20.4K -$5.45K -150 -21%
CMP
138
Coston McIsaac & Partners
Maine
$19K +$763 +21 +4%
CA
139
CoreCap Advisors
Michigan
$18.1K +$4.91K +135 +38%
CIAS
140
CBIZ Investment Advisory Services
Ohio
$17.1K +$16.8K +462 New
CWM
141
Cranbrook Wealth Management
Michigan
$16.9K
ACA
142
Aptus Capital Advisors
Alabama
$15.4K +$13.3K +367 +734%
MMCM
143
Murphy & Mullick Capital Management
New York
$14.8K +$14.5K +400 New
NB
144
NBT Bank
New York
$14.3K +$36 +1 +0.3%
S
145
SignatureFD
Georgia
$13.9K
OP
146
ORG Partners
Indiana
$13.1K
PMIM
147
Prudent Man Investment Management
Colorado
$12.3K +$12.1K +333 New
WWA
148
Wingate Wealth Advisors
Massachusetts
$11.6K +$11.4K +314 New
WTFG
149
Wood Tarver Financial Group
Idaho
$11K +$11.7K +322 New
NECFA
150
New England Capital Financial Advisors
Connecticut
$11K +$36 +1 +0.3%

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.