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ARTY

iShares Future AI & Tech ETF

22 hedge funds and large institutions have $6.72M invested in iShares Future AI & Tech ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

61% more capital invested

Capital invested by funds: $4.17M → $6.72M (+$2.55M)

22% more funds holding

Funds holding: 1822 (+4)

2.82% more ownership

Funds ownership: 8.53%11.35% (+2.8%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$2.83M +$2.01M +78,744 +296%
PP
2
Prudential plc
United Kingdom
$1.55M +$1.47M +57,750 New
Bank of America
3
Bank of America
North Carolina
$1.08M +$525K +20,566 +105%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$385K +$365K +14,299 New
SWM
5
SeaCrest Wealth Management
New York
$256K -$143K -5,600 -37%
Creative Planning
6
Creative Planning
Kansas
$203K +$192K +7,537 New
GWS
7
Glassman Wealth Services
Virginia
$117K
AG
8
Advisor Group
Arizona
$63K -$45K -1,762 -43%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$54K +$50.8K +1,991 +9,050%
GWM
10
Geneos Wealth Management
Colorado
$39K
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$35K +$4.98K +195 +18%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$33K
APA
13
American Portfolios Advisors
New York
$27.6K
AF
14
Allworth Financial
California
$15K +$13.9K +546 New
RCA
15
Rowland Carmichael Advisors
Arizona
$11K +$10.2K +400 New
CFN
16
Cordasco Financial Network
Florida
$6K
ASN
17
Advisory Services Network
Georgia
$4K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$4K
TCWM
19
Total Clarity Wealth Management
Illinois
$3K +$2.55K +100 New
Jane Street
20
Jane Street
New York
-$1.91M -78,256 Closed
MML Investors Services
21
MML Investors Services
Massachusetts
-$402K -16,431 Closed
AA
22
Advisory Alpha
Michigan
-$22.7K -945 Closed
KWA
23
KCS Wealth Advisory
California
-$1.69K -69 Closed
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
-$1K -45 Closed
Wells Fargo
25
Wells Fargo
California
+$26 +1 New

ARTY Hedge Fund Activity: Q4 2019 in Review

22 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2019, worth a combined $6.72M — up 61% from $4.17M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ARTY positions and 5 closed out — a net gain of 4 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.01M. The largest seller was Jane Street, exiting entirely with an estimated $1.91M sold.

  • 22 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2019, up from 18 in Q3 2019.
  • Funds reported $6.72M of iShares Future AI & Tech ETF stock for Q4 2019, up 61% quarter-over-quarter.
  • 9 funds opened new iShares Future AI & Tech ETF positions in Q4 2019 and 5 closed out, a net change of +4 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2019 was Flow Traders U.S., an estimated $2.01M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2019 was Jane Street, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2019.