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ARTY

iShares Future AI & Tech ETF

39 hedge funds and large institutions have $34.7M invested in iShares Future AI & Tech ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

191% more capital invested

Capital invested by funds: $11.9M → $34.7M (+$22.8M)

50% more funds holding

Funds holding: 2639 (+13)

9.22% more ownership

Funds ownership: 12.92%22.14% (+9.2%)

Holders
39
Holders Change
+13
Holders Change %
+50%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
9
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCS
1
Retirement Capital Strategies
California
$10.2M +$9.15M +346,267 New
FTUS
2
Flow Traders U.S.
New York
$3.94M +$1.42M +53,684 +68%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.26M
MHS
4
M Holdings Securities
Oregon
$2.76M +$530K +20,083 +27%
WBG
5
Wharton Business Group
Pennsylvania
$2.71M +$2.42M +91,472 New
Bank of America
6
Bank of America
North Carolina
$2.27M +$906K +34,307 +81%
UBS Group
7
UBS Group
Switzerland
$2M +$1.61M +61,028 +950%
Jane Street
8
Jane Street
New York
$1.36M -$1.16M -43,792 -49%
Citadel Advisors
9
Citadel Advisors
Florida
$1.14M +$1.02M +38,687 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$717K +$81.5K +3,085 +15%
Stifel Financial
11
Stifel Financial
Missouri
$671K +$600K +22,703 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$658K -$8.58K -325 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$459K +$411K +15,552 New
Truist Financial
14
Truist Financial
North Carolina
$392K +$350K +13,250 New
SWM
15
SeaCrest Wealth Management
New York
$344K +$307K +11,620 New
LPL Financial
16
LPL Financial
California
$344K +$308K +11,644 New
Osaic Holdings
17
Osaic Holdings
Arizona
$305K +$22K +833 +9%
Creative Planning
18
Creative Planning
Kansas
$297K +$265K +10,032 New
BJL
19
Brighton Jones LLC
Washington
$243K +$217K +8,218 New
GWS
20
Glassman Wealth Services
Virginia
$128K
CAN
21
Cetera Advisor Networks
California
$102K +$91.2K +3,452 New
WR
22
Watson Rebecca
$48K +$43.1K +1,631 New
Simplex Trading
23
Simplex Trading
Illinois
$44K +$39.9K +1,510 +75,500%
GWM
24
Geneos Wealth Management
Colorado
$42K
APA
25
American Portfolios Advisors
New York
$40.3K +$8.95K +339 +33%

ARTY Hedge Fund Activity: Q2 2020 in Review

39 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2020, worth a combined $34.7M — up 191% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ARTY positions and 6 closed out — a net gain of 13 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $9.15M. The largest seller was Jane Street, cutting an estimated $1.16M.

  • 39 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2020, up from 26 in Q1 2020.
  • Funds reported $34.7M of iShares Future AI & Tech ETF stock for Q2 2020, up 191% quarter-over-quarter.
  • 19 funds opened new iShares Future AI & Tech ETF positions in Q2 2020 and 6 closed out, a net change of +13 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2020 was Retirement Capital Strategies, an estimated $9.15M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2020 was Jane Street, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2020.