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.
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%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$32.2M |
| 2 |
TF
Theory Financial
Fort Collins,
Colorado
|
+$3.52M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.87M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.75M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.43M |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.3M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$2.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.77M |
| 4 |
Jane Street
New York
|
-$1.34M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$970K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCA
151
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$2.22M | -72,558 | Closed |
|
152
Cerity Partners
New York
| – | -$251K | -8,213 | Closed |
|
|
PAG
153
Private Advisor Group
Morristown,
New Jersey
| – | -$248K | -8,112 | Closed |
|
154
Simplex Trading
Chicago,
Illinois
| – | -$17K | -567 | Closed |
|
155
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$6.11K | -200 | Closed |
|
|
CSPIA
156
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$4.89K | -160 | Closed |
|
|
SSWM
157
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$3.05K | -100 | Closed |
|
|
MAWA
158
Moss Adams Wealth Advisors
Seattle,
Washington
| – | -$1.22K | -40 | Closed |
|
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.