ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

177 hedge funds and large institutions have $195M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
34
Increased
57
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$29.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.4M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$7.93M
4
GF
4
Gimbal Financial
Indiana
$3.98M
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.57M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$721K
3
Jane Street
3
Jane Street
New York
$359K
4
LWM
4
Lionsbridge Wealth Management
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
151
MAI Capital Management
Ohio
$6.32K 170 +170 New
MDA
152
Minot DeBlois Advisors
Massachusetts
$6.12K 165 +165 New
JFG
153
JDM Financial Group
Texas
$6.05K 163 – –
MWM
154
Mascoma Wealth Management
New Hampshire
$6.01K 162 – –
TCOV
155
Trust Company of Vermont
Vermont
$5.93K 160 – –
GWSA
156
Global Wealth Strategies & Associates
Colorado
$5.78K 156 – –
BC
157
Barrett & Company
Rhode Island
$5.56K 150 – –
SWA
158
SOA Wealth Advisors
New York
$5.47K 147 – –
VCM
159
Versant Capital Management
Arizona
$5.3K 143 – –
PGAM
160
Princeton Global Asset Management
New Jersey
$5.19K 140 – –
DF
161
Dunhill Financial
United Kingdom
$4.69K 127 – –
KFI
162
Key Financial Inc
Pennsylvania
$4.67K 126 – –
ADL
163
Asset Dedication LLC
California
$3.71K 100 – –
SWM
164
Spire Wealth Management
Virginia
$3.71K 100 – –
VHAM
165
Van Hulzen Asset Management
California
$3.71K 100 +100 New
VWWMG
166
Vermillion & White Wealth Management Group
Pennsylvania
$3.08K 83 – –
CFG
167
Copley Financial Group
California
$2.34K 63 -32 -34%
LFG
168
Larson Financial Group
Missouri
$1.74K 47 – –
BCMLT
169
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.49K 40 – –
BWL
170
Bogart Wealth LLC
Virginia
$1.04K 28 – –
AA
171
AlphaMark Advisors
Kentucky
$1K 28 – –
AG
172
AmeriFlex Group
Nevada
$896 23 +23 New
TWC
173
TD Waterhouse Canada
Ontario, Canada
$740 20 – –
SC
174
Stephens Consulting
Michigan
$668 18 – –
CA
175
Clearstead Advisors
Ohio
$446 12 – –
4 5 6
7
8