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 %
SWM
151
Spire Wealth Management
Virginia
$2.41K 70 -153 -69%
MIA
152
MeadowBrook Investment Advisors
Michigan
$2.06K 60 – –
AA
153
AlphaMark Advisors
Kentucky
$2K 58 – –
CWA
154
Core Wealth Advisors
Florida
$1.86K 54 – –
ACA
155
Aptus Capital Advisors
Alabama
$1.72K 50 – –
BCMLT
156
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K 40 – –
PFM
157
Phillips Financial Management
Indiana
$344 10 +10 New
HI
158
Horizon Investments
North Carolina
$309 9 -7 -44%
Jane Street
159
Jane Street
New York
– – -193,301 Closed
SC
160
Scotia Capital
Ontario, Canada
– – -21,825 Closed
KA
161
Kovack Advisors
Florida
– – -11,491 Closed
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
– – -1,670 Closed
WAM
163
WFA Asset Management
Wisconsin
– – -1,208 Closed
ASN
164
Advisory Services Network
Georgia
– – -1,174 Closed
AWM
165
Avior Wealth Management
Nebraska
– – -1,112 Closed
JEST
166
JTC Employer Solutions Trustee
Jersey
– – -1,000 Closed
FAM
167
Family Asset Management
South Carolina
– – -975 Closed
RIM
168
Rockbridge Investment Management
New York
– – -960 Closed
GIA
169
GHP Investment Advisors
Colorado
– – -567 Closed
CG
170
Cutler Group
California
– – -544 Closed
OP
171
ORG Partners
Indiana
– – -353 Closed
TWC
172
TD Waterhouse Canada
Ontario, Canada
– – -300 Closed
HPC
173
HM Payson & Co
Maine
– – -170 Closed
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
– – -138 Closed
ADL
175
Asset Dedication LLC
California
– – -100 Closed
4 5 6
7
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