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ARTY

iShares Future AI & Tech ETF
ARTY

56 hedge funds and large institutions have $91.1M invested in iShares Future AI & Tech ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

103% more capital invested

Capital invested by funds: $44.9M → $91.1M (+$46.2M)

30% more funds holding

Funds holding: 43 → 56 (+13)

8.05% more ownership

Funds ownership: 19.19% → 27.25% (+8.1%)

Holders
56
Holders Change
+13
Holders Change %
+30.23%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
21
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
Paragon Wealth Strategies
Florida
+$16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.13M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.6M
4
Bank of America
Bank of America
North Carolina
+$2.09M
5
UBS Group
UBS Group
Switzerland
+$1.87M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.44M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.07M
3
Simplex Trading
Simplex Trading
Illinois
-$61.6K
4
RCS
Retirement Capital Strategies
California
-$47.6K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$33K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Paragon Wealth Strategies
Florida
$17.5M +$16M +439,674 New
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$10.8M – – –
Bank of America
3
Bank of America
North Carolina
$7.9M +$2.09M +57,577 +41%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.93M +$5.13M +140,961 +427%
UBS Group
5
UBS Group
Switzerland
$6.61M +$1.87M +51,418 +45%
RCS
6
Retirement Capital Strategies
California
$6.01M -$47.6K -1,308 -0.9%
Citadel Advisors
7
Citadel Advisors
Florida
$5.14M -$1.07M -29,506 -19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.04M +$4.6M +126,532 New
MHS
9
M Holdings Securities
Oregon
$4.16M +$198K +5,459 +6%
WBG
10
Wharton Business Group
Pennsylvania
$3.65M +$34.5K +950 +1%
Jane Street
11
Jane Street
New York
$2.84M -$2.44M -67,013 -48%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$2.45M +$1.32M +36,278 +144%
FTUS
13
Flow Traders U.S.
New York
$1.64M +$1.5M +41,169 New
Stifel Financial
14
Stifel Financial
Missouri
$1.27M -$29.1K -800 -2%
LPL Financial
15
LPL Financial
California
$1.01M +$191K +5,261 +26%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$989K +$83.9K +2,307 +10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$903K +$381K +10,471 +86%
KAS
18
Kestra Advisory Services
Texas
$780K +$709K +19,505 New
SFFS
19
Stonehage Fleming Financial Services
Jersey
$717K +$655K +18,000 New
Truist Financial
20
Truist Financial
North Carolina
$591K +$57.3K +1,576 +12%
Belvedere Trading
21
Belvedere Trading
Illinois
$555K +$506K +13,919 New
Osaic Holdings
22
Osaic Holdings
Arizona
$499K +$64.3K +1,768 +16%
SS
23
Sunbelt Securities
Texas
$498K +$205K +5,644 +82%
Creative Planning
24
Creative Planning
Kansas
$491K +$59.6K +1,639 +15%
PFS
25
Prospera Financial Services
Texas
$302K +$219K +6,014 +381%
1
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ARTY Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2020, worth a combined $91.1M — up 103% from $44.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ARTY positions and 2 closed out — a net gain of 13 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Paragon Wealth Strategies, opening a new position worth an estimated $16M. The largest seller was Jane Street, cutting an estimated $2.44M.

  • 56 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $91.1M of iShares Future AI & Tech ETF stock for Q4 2020, up 103% quarter-over-quarter.
  • 15 funds opened new iShares Future AI & Tech ETF positions in Q4 2020 and 2 closed out, a net change of +13 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2020 was Paragon Wealth Strategies, an estimated $16M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2020 was Jane Street, an estimated $2.44M sold.

Based on aggregated 13F filings for Q4 2020.