ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

164 hedge funds and large institutions have $150M 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, 45 reducing their positions, and 19 closing their positions.

Holders
164
Holders Change
-6
Holders Change %
-3.53%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
45
Reduced
45
Closed
19
Calls
$51K
Puts
$41K
Net Calls
+$10K
Net Calls Change
-$46K

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$12.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.61M
3
LWM
3
Lionsbridge Wealth Management
Florida
$2.58M
4
FTUS
4
Flow Traders U.S.
New York
$4.46M
5
Wells Fargo
5
Wells Fargo
California
$1.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.7M
2
Ameriprise
2
Ameriprise
Minnesota
$9.34M
3
GF
3
Gimbal Financial
Indiana
$0
4
Jane Street
4
Jane Street
New York
$4.19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
151
Spire Wealth Management
Virginia
$3.42K 100 +100 New
CFG
152
Copley Financial Group
California
$3.25K 95 +95 New
VWWMG
153
Vermillion & White Wealth Management Group
Pennsylvania
$2.84K 83 – –
ACA
154
Aptus Capital Advisors
Alabama
$1.71K 50 – –
LFG
155
Larson Financial Group
Missouri
$1.61K 47 – –
BCMLT
156
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K 40 – –
PPA
157
Painted Porch Advisors
California
$1.06K 31 – –
AA
158
AlphaMark Advisors
Kentucky
$1K 28 – –
BWL
159
Bogart Wealth LLC
Virginia
$959 28 – –
TWC
160
TD Waterhouse Canada
Ontario, Canada
$668 20 +20 New
SC
161
Stephens Consulting
Michigan
$617 18 – –
CA
162
Clearstead Advisors
Ohio
$411 12 – –
LWA
163
Lowe Wealth Advisors
Maryland
$377 11 +11 New
PFM
164
Phillips Financial Management
Indiana
$342 10 – –
CMP
165
Coston McIsaac & Partners
Maine
$17 503 +21 +4%
GF
166
Gimbal Financial
Indiana
– – -238,821 Closed
IUHSA
167
Itau Unibanco Holding S.A.
Brazil
– – -55,000 Closed
SFC
168
Strategic Financial Concepts
Texas
– – -26,757 Closed
WWM
169
WJ Wealth Management
Arizona
– – -15,456 Closed
LWM
170
Lodestone Wealth Management
Washington
– – -10,294 Closed
WWG
171
West Wealth Group
California
– – -8,506 Closed
JIR
172
James Investment Research
Ohio
– – -7,315 Closed
PAG
173
Private Advisor Group
New Jersey
– – -6,677 Closed
ATPW
174
Ashton Thomas Private Wealth
Arizona
– – -3,856 Closed
TFF
175
The Family Firm
Maryland
– – -1,712 Closed
4 5 6
7
8