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ARTY

iShares Future AI & Tech ETF
ARTY

84 hedge funds and large institutions have $108M invested in iShares Future AI & Tech ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

50% more funds holding

Funds holding: 56 → 84 (+28)

19% more capital invested

Capital invested by funds: $91.1M → $108M (+$17.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.69% less ownership

Funds ownership: 27.25% → 25.56% (-1.7%)

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
28
Reduced
11
Closed
2
Calls
$901K
Puts
–
Net Calls
+$901K
Net Calls Change
+$901K

Top Buyers

1
B
Barings
North Carolina
+$5.57M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.61M
3
Bank of America
Bank of America
North Carolina
+$2.51M
4
Morgan Stanley
Morgan Stanley
New York
+$2.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.93M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.84M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$2.27M
3
PWS
Paragon Wealth Strategies
Florida
-$2.03M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.6M
5
KAS
Kestra Advisory Services
Texas
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Paragon Wealth Strategies
Florida
$17M -$2.03M -45,101 -10%
Bank of America
2
Bank of America
North Carolina
$11M +$2.51M +55,608 +28%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.95M +$2.61M +57,788 +46%
UBS Group
4
UBS Group
Switzerland
$7.56M +$431K +9,547 +6%
Citadel Advisors
5
Citadel Advisors
Florida
$7.41M +$1.93M +42,850 +33%
RCS
6
Retirement Capital Strategies
California
$6.3M -$212K -4,694 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.98M -$1.6M -35,381 -20%
MHS
8
M Holdings Securities
Oregon
$5.82M +$1.37M +30,319 +29%
B
9
Barings
North Carolina
$5.32M +$5.57M +123,405 New
WBG
10
Wharton Business Group
Pennsylvania
$4.38M +$447K +9,915 +11%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$2.59M – – –
LPL Financial
12
LPL Financial
California
$2.44M +$1.4M +31,120 +122%
FTUS
13
Flow Traders U.S.
New York
$2.27M +$512K +11,355 +28%
Morgan Stanley
14
Morgan Stanley
New York
$2.1M +$2.1M +46,605 +2,336%
Stifel Financial
15
Stifel Financial
Missouri
$1.89M +$535K +11,849 +37%
AWM
16
AE Wealth Management
Kansas
$1.59M +$1.67M +36,956 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.55M +$1.05M +23,210 +185%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.36M +$404K +8,949 +39%
FCMT
19
Founders Capital Management (Texas)
Texas
$1.24M +$1.3M +28,800 New
Belvedere Trading
20
Belvedere Trading
Illinois
$1.18M +$609K +13,506 +97%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$941K +$983K +21,793 New
SFFS
22
Stonehage Fleming Financial Services
Jersey
$793K +$16.9K +375 +2%
SPC
23
Sigma Planning Corp
Michigan
$787K +$823K +18,249 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$749K -$336K -7,456 -30%
SS
25
Sunbelt Securities
Texas
$645K +$111K +2,466 +20%
1
2 3 4

ARTY Hedge Fund Activity: Q1 2021 in Review

84 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2021, worth a combined $108M — up 19% from $91.1M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARTY positions and 2 closed out — a net gain of 28 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Barings, opening a new position worth an estimated $5.57M. The largest seller was Jane Street, exiting entirely with an estimated $2.84M sold.

  • 84 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2021, up from 56 in Q4 2020.
  • Funds reported $108M of iShares Future AI & Tech ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 30 funds opened new iShares Future AI & Tech ETF positions in Q1 2021 and 2 closed out, a net change of +28 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2021 was Barings, an estimated $5.57M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2021 was Jane Street, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2021.