ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

177 hedge funds and large institutions have $195M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
34
Increased
57
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$29.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.4M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$7.93M
4
GF
4
Gimbal Financial
Indiana
$3.98M
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.57M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$721K
3
Jane Street
3
Jane Street
New York
$359K
4
LWM
4
Lionsbridge Wealth Management
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFFP
126
Center for Financial Planning
Michigan
$38.1K 1,029 – –
CIAS
127
Capital Investment Advisory Services
North Carolina
$30.3K 817 -50 -6%
PP
128
PFS Partners
New Jersey
$29.8K 804 +1 +0.1%
AssetMark Inc
129
AssetMark Inc
California
$28.2K 760 +760 New
AF
130
Advisornet Financial
Minnesota
$25.8K 696 – –
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$24.4K 657 -1,334 -67%
HNB
132
Huntington National Bank
Ohio
– – – –
EWM
133
Evermay Wealth Management
Virginia
$20.4K 550 -150 -21%
CMP
134
Coston McIsaac & Partners
Maine
$19K 524 +21 +4%
CA
135
CoreCap Advisors
Michigan
$18.1K 488 +135 +38%
CIAS
136
CBIZ Investment Advisory Services
Ohio
$17.1K 462 +462 New
CWM
137
Cranbrook Wealth Management
Michigan
$16.9K 457 – –
ACA
138
Aptus Capital Advisors
Alabama
$15.4K 417 +367 +734%
MMCM
139
Murphy & Mullick Capital Management
New York
$14.8K 400 +400 New
NB
140
NBT Bank
New York
$14.3K 387 +1 +0.3%
S
141
SignatureFD
Georgia
$13.9K 375 – –
OP
142
ORG Partners
Indiana
$13.1K 353 – –
PMIM
143
Prudent Man Investment Management
Colorado
$12.3K 333 +333 New
WWA
144
Wingate Wealth Advisors
Massachusetts
$11.6K 314 +314 New
WTFG
145
Wood Tarver Financial Group
Idaho
$11K 322 +322 New
NECFA
146
New England Capital Financial Advisors
Connecticut
$11K 297 +1 +0.3%
DJSG
147
D.J. St. Germain
Massachusetts
$10.8K 290 – –
PCFFS
148
Pacific Center for Financial Services
California
$9.65K 260 – –
TFA
149
Toth Financial Advisory
Virginia
$7.79K 210 – –
PSFG
150
Park Square Financial Group
Georgia
$7.41K 200 +200 New
4 5
6
7 8