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ARTY

iShares Future AI & Tech ETF
ARTY

182 hedge funds and large institutions have $198M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

31% more capital invested

Capital invested by funds: $151M → $198M (+$47.3M)

9% more funds holding

Funds holding: 167 → 182 (+15)

2.79% more ownership

Funds ownership: 24.77% → 27.56% (+2.8%)

Holders
182
Holders Change
+15
Holders Change %
+8.98%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
58
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
+$16M
2
Morgan Stanley
Morgan Stanley
New York
+$8.02M
3
AWA
Arkadios Wealth Advisors
Georgia
+$7.78M
4
GF
Gimbal Financial
Indiana
+$3.9M
5
GS
GTS Securities
New York
+$2.36M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$4.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.19M
3
Jane Street
Jane Street
New York
-$4.09M
4
LWM
Lionsbridge Wealth Management
Florida
-$2.58M
5
Citadel Advisors
Citadel Advisors
Florida
-$944K
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
151
D.J. St. Germain
Massachusetts
$10.8K – – –
PCFFS
152
Pacific Center for Financial Services
California
$9.65K – – –
TFA
153
Toth Financial Advisory
Virginia
$7.79K – – –
PSFG
154
Park Square Financial Group
Georgia
$7.41K +$7.27K +200 New
MCM
155
MAI Capital Management
Ohio
$6.32K +$6.18K +170 New
MDA
156
Minot DeBlois Advisors
Massachusetts
$6.12K +$6K +165 New
JFG
157
JDM Financial Group
Texas
$6.05K – – –
MWM
158
Mascoma Wealth Management
New Hampshire
$6K – – –
TCOV
159
Trust Company of Vermont
Vermont
$5.93K – – –
GWSA
160
Global Wealth Strategies & Associates
Colorado
$5.78K – – –
BC
161
Barrett & Company
Rhode Island
$5.56K – – –
SWA
162
SOA Wealth Advisors
New York
$5.46K – – –
VCM
163
Versant Capital Management
Arizona
$5.3K – – –
PGAM
164
Princeton Global Asset Management
New Jersey
$5.19K – – –
DF
165
Dunhill Financial
United Kingdom
$4.69K – – –
KFI
166
Key Financial Inc
Pennsylvania
$4.67K – – –
ADL
167
Asset Dedication LLC
California
$3.71K – – –
SWM
168
Spire Wealth Management
Virginia
$3.71K – – –
VHAM
169
Van Hulzen Asset Management
California
$3.71K +$3.63K +100 New
VWWMG
170
Vermillion & White Wealth Management Group
Pennsylvania
$3.08K – – –
CFG
171
Copley Financial Group
California
$2.33K -$1.16K -32 -34%
LFG
172
Larson Financial Group
Missouri
$1.74K – – –
MWA
173
Medallion Wealth Advisors
Connecticut
$1.56K +$1.53K +42 New
BCMLT
174
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.49K – – –
BWL
175
Bogart Wealth LLC
Virginia
$1.04K – – –
4 5 6
7
8

ARTY Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2024, worth a combined $198M — up 31% from $151M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ARTY positions and 15 closed out — a net gain of 21 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $16M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.46M sold.

  • 182 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $198M of iShares Future AI & Tech ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 36 funds opened new iShares Future AI & Tech ETF positions in Q4 2024 and 15 closed out, a net change of +21 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2024 was Wharton Business Group, an estimated $16M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2024 was Flow Traders U.S., an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.