We are live on ! Find out more
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
VWWMG
151
Vermillion & White Wealth Management Group
Pennsylvania
$2.85K
SHIM
152
Stone House Investment Management
Pennsylvania
$2.81K
AF
153
Advisornet Financial
Minnesota
$2.44K
SWM
154
Spire Wealth Management
Virginia
$2.41K -$5.15K -153 -69%
MIA
155
MeadowBrook Investment Advisors
Michigan
$2.06K
AA
156
AlphaMark Advisors
Kentucky
$2K
CWAF
157
Core Wealth Advisors (Florida)
Florida
$1.85K
ACA
158
Aptus Capital Advisors
Alabama
$1.72K
BCMLT
159
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K
PFM
160
Phillips Financial Management
Indiana
$344 +$336 +10 New
HI
161
Horizon Investments
North Carolina
$309 -$235 -7 -44%
Jane Street
162
Jane Street
New York
-$6.67M -193,301 Closed
SC
163
Scotia Capital
Ontario, Canada
-$753K -21,825 Closed
KA
164
Kovack Advisors
Florida
-$396K -11,491 Closed
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
-$56.2K -1,670 Closed
WAM
166
WFA Asset Management
Wisconsin
-$41.7K -1,208 Closed
ASN
167
Advisory Services Network
Georgia
-$40.5K -1,174 Closed
AWM
168
Avior Wealth Management
Nebraska
-$38.4K -1,112 Closed
JEST
169
JTC Employer Solutions Trustee
Jersey
-$35K -1,000 Closed
FAM
170
Family Asset Management
South Carolina
-$33.6K -975 Closed
RIM
171
Rockbridge Investment Management
New York
-$33.1K -960 Closed
GIA
172
GHP Investment Advisors
Colorado
-$19.6K -567 Closed
CG
173
Cutler Group
California
-$18.3K -544 Closed
OP
174
ORG Partners
Indiana
-$12.2K -353 Closed
TWC
175
TD Waterhouse Canada
Ontario, Canada
-$9.83K -300 Closed

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.