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ARTY

iShares Future AI & Tech ETF
ARTY

43 hedge funds and large institutions have $44.9M invested in iShares Future AI & Tech ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

30% more capital invested

Capital invested by funds: $34.7M → $44.9M (+$10.3M)

10% more funds holding

Funds holding: 39 → 43 (+4)

2.95% less ownership

Funds ownership: 22.14% → 19.19% (-2.9%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
14
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.85M
2
Jane Street
Jane Street
New York
+$2.97M
3
Bank of America
Bank of America
North Carolina
+$2.06M
4
UBS Group
UBS Group
Switzerland
+$1.51M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$812K

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$6.24M
2
FTUS
Flow Traders U.S.
New York
-$3.94M
3
SWM
SeaCrest Wealth Management
New York
-$344K
4
BJL
Brighton Jones LLC
Washington
-$243K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$8.42M – – –
Citadel Advisors
2
Citadel Advisors
Florida
$5.19M +$3.85M +119,815 +310%
RCS
3
Retirement Capital Strategies
California
$5.05M -$6.24M -194,193 -56%
Bank of America
4
Bank of America
North Carolina
$4.61M +$2.06M +64,007 +83%
Jane Street
5
Jane Street
New York
$4.53M +$2.97M +92,408 +201%
UBS Group
6
UBS Group
Switzerland
$3.75M +$1.51M +46,916 +70%
MHS
7
M Holdings Securities
Oregon
$3.24M +$178K +5,530 +6%
WBG
8
Wharton Business Group
Pennsylvania
$2.97M -$22.2K -690 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.08M +$280K +8,711 +36%
Stifel Financial
10
Stifel Financial
Missouri
$1.07M +$319K +9,934 +44%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$828K +$812K +25,278 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$737K +$8.06K +251 +1%
LPL Financial
13
LPL Financial
California
$660K +$273K +8,509 +73%
Truist Financial
14
Truist Financial
North Carolina
$434K – – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$400K -$107K -3,334 -21%
Osaic Holdings
16
Osaic Holdings
Arizona
$353K +$13K +404 +4%
Creative Planning
17
Creative Planning
Kansas
$350K +$21K +654 +7%
SS
18
Sunbelt Securities
Texas
$225K +$220K +6,844 New
CPO
19
Cerity Partners OCIO
New York
$213K +$209K +6,494 New
LNC
20
Lincoln National Corp
Pennsylvania
$206K +$202K +6,290 New
GWS
21
Glassman Wealth Services
Virginia
$142K – – –
Simplex Trading
22
Simplex Trading
Illinois
$85K +$35.5K +1,105 +73%
APA
23
American Portfolios Advisors
New York
$65.6K +$20.6K +641 +47%
PFS
24
Prospera Financial Services
Texas
$52K +$50.7K +1,578 New
GWM
25
Geneos Wealth Management
Colorado
$46K – – –
1
2

ARTY Hedge Fund Activity: Q3 2020 in Review

43 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2020, worth a combined $44.9M — up 30% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ARTY positions and 8 closed out — a net gain of 4 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.85M. The largest seller was Retirement Capital Strategies, cutting an estimated $6.24M.

  • 43 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2020, up from 39 in Q2 2020.
  • Funds reported $44.9M of iShares Future AI & Tech ETF stock for Q3 2020, up 30% quarter-over-quarter.
  • 12 funds opened new iShares Future AI & Tech ETF positions in Q3 2020 and 8 closed out, a net change of +4 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2020 was Citadel Advisors, an estimated $3.85M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2020 was Retirement Capital Strategies, an estimated $6.24M sold.

Based on aggregated 13F filings for Q3 2020.