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ARTY

iShares Future AI & Tech ETF
ARTY

26 hedge funds and large institutions have $11.9M invested in iShares Future AI & Tech ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

77% more capital invested

Capital invested by funds: $6.72M → $11.9M (+$5.2M)

18% more funds holding

Funds holding: 22 → 26 (+4)

1.57% more ownership

Funds ownership: 11.35% → 12.92% (+1.6%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
3
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.33M
2
MHS
M Holdings Securities
Oregon
+$1.91M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$498K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$215K
5
UBS Group
UBS Group
Switzerland
+$167K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$671K
2
PP
Prudential plc
United Kingdom
-$666K
3
SWM
SeaCrest Wealth Management
New York
-$256K
4
Creative Planning
Creative Planning
Kansas
-$203K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$15.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$3.26M – – –
Jane Street
2
Jane Street
New York
$2.01M +$2.33M +89,773 New
FTUS
3
Flow Traders U.S.
New York
$1.78M -$671K -25,803 -25%
MHS
4
M Holdings Securities
Oregon
$1.64M +$1.91M +73,405 New
Bank of America
5
Bank of America
North Carolina
$948K +$59.7K +2,295 +6%
PP
6
Prudential plc
United Kingdom
$719K -$666K -25,600 -44%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$505K +$215K +8,281 +58%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$474K +$498K +19,166 +952%
Osaic Holdings
9
Osaic Holdings
Arizona
$212K +$248K +9,522 New
UBS Group
10
UBS Group
Switzerland
$144K +$167K +6,426 New
GWS
11
Glassman Wealth Services
Virginia
$97K – – –
GWM
12
Geneos Wealth Management
Colorado
$31K – – –
APA
13
American Portfolios Advisors
New York
$22.9K – – –
CT
14
Caldwell Trust
Florida
$22.4K +$26K +1,000 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$15K -$15.4K -593 -46%
AF
16
Allworth Financial
California
$12K – – –
RCA
17
Rowland Carmichael Advisors
Arizona
$9K – – –
FWM
18
FSA Wealth Management
Massachusetts
$9K +$10.4K +400 New
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.71K +$7.8K +300 New
CFN
20
Cordasco Financial Network
Florida
$5K – – –
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
WQ
22
Wealth Quarterback
New Jersey
$2.24K +$2.6K +100 New
AA
23
Advisory Alpha
Michigan
$1.05K +$1.12K +43 New
SWM
24
SeaCrest Wealth Management
New York
– -$256K -9,500 Closed
Creative Planning
25
Creative Planning
Kansas
– -$203K -7,537 Closed
1
2

ARTY Hedge Fund Activity: Q1 2020 in Review

26 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2020, worth a combined $11.9M — up 77% from $6.72M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ARTY positions and 5 closed out — a net gain of 6 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.33M. The largest seller was Flow Traders U.S., cutting an estimated $671K.

  • 26 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2020, up from 22 in Q4 2019.
  • Funds reported $11.9M of iShares Future AI & Tech ETF stock for Q1 2020, up 77% quarter-over-quarter.
  • 11 funds opened new iShares Future AI & Tech ETF positions in Q1 2020 and 5 closed out, a net change of +6 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2020 was Jane Street, an estimated $2.33M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2020 was Flow Traders U.S., an estimated $671K sold.

Based on aggregated 13F filings for Q1 2020.