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ARTY

iShares Future AI & Tech ETF
ARTY

167 hedge funds and large institutions have $151M invested in iShares Future AI & Tech ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $51K | Put options by funds: $41K

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

2.62% less ownership

Funds ownership: 27.39% → 24.77% (-2.6%)

3% less funds holding

Funds holding: 173 → 167 (-6)

16% less capital invested

Capital invested by funds: $179M → $151M (-$28.3M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
167
Holders Change
-6
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
45
Reduced
46
Closed
20
Calls
$51K
Puts
$41K
Net Calls
+$10K
Net Calls Change
-$46K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
+$3.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.6M
3
LWM
Lionsbridge Wealth Management
Florida
+$2.5M
4
FTUS
Flow Traders U.S.
New York
+$2.45M
5
Wells Fargo
Wells Fargo
California
+$899K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.4M
2
Ameriprise
Ameriprise
Minnesota
-$9.73M
3
GF
Gimbal Financial
Indiana
-$8.19M
4
Jane Street
Jane Street
New York
-$6.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
151
Asset Dedication LLC
California
$3.42K – – –
HR
152
Howe & Rusling
New York
$3.42K – – –
NMM
153
Naples Money Management
Florida
$3.42K – – –
SWM
154
Spire Wealth Management
Virginia
$3.42K +$3.32K +100 New
CFG
155
Copley Financial Group
California
$3.25K +$3.15K +95 New
VWWMG
156
Vermillion & White Wealth Management Group
Pennsylvania
$2.84K – – –
ACA
157
Aptus Capital Advisors
Alabama
$1.71K – – –
LFG
158
Larson Financial Group
Missouri
$1.61K – – –
BCMLT
159
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K – – –
PPA
160
Painted Porch Advisors
California
$1.06K – – –
AA
161
AlphaMark Advisors
Kentucky
$1K – – –
BWL
162
Bogart Wealth LLC
Virginia
$959 – – –
TWC
163
TD Waterhouse Canada
Ontario, Canada
$668 +$664 +20 New
SC
164
Stephens Consulting
Michigan
$617 – – –
CA
165
Clearstead Advisors
Ohio
$411 – – –
LWA
166
Lowe Wealth Advisors
Maryland
$377 +$365 +11 New
PFM
167
Phillips Financial Management
Indiana
$342 – – –
CMP
168
Coston McIsaac & Partners
Maine
$17 +$697 +21 +4%
GF
169
Gimbal Financial
Indiana
– -$8.19M -238,821 Closed
IUHSA
170
Itau Unibanco Holding S.A.
Brazil
– -$1.7M -55,000 Closed
SFC
171
Strategic Financial Concepts
Texas
– -$34K -26,757 Closed
WWM
172
WJ Wealth Management
Arizona
– -$513K -15,456 Closed
LWM
173
Lodestone Wealth Management
Washington
– -$342K -10,294 Closed
WWG
174
West Wealth Group
California
– -$282K -8,506 Closed
JIR
175
James Investment Research
Ohio
– -$243K -7,315 Closed
4 5 6
7
8

ARTY Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2024, worth a combined $151M — down 16% from $179M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ARTY and 14 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 45 added.

The largest buyer was Wharton Business Group, adding an estimated $3.78M. The largest seller was Morgan Stanley, cutting an estimated $12.4M.

  • 167 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2024, down from 173 in Q2 2024.
  • Funds reported $151M of iShares Future AI & Tech ETF stock for Q3 2024, down 16% quarter-over-quarter.
  • 14 funds opened new iShares Future AI & Tech ETF positions in Q3 2024 and 20 closed out, a net change of -6 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2024 was Wharton Business Group, an estimated $3.78M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2024 was Morgan Stanley, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.