We are live on ! Find out more
ARTY

iShares Future AI & Tech ETF

95 hedge funds and large institutions have $114M invested in iShares Future AI & Tech ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

13% more funds holding

Funds holding: 8495 (+11)

6% more capital invested

Capital invested by funds: $108M → $114M (+$6.05M)

0.23% less ownership

Funds ownership: 25.56%25.33% (-0.23%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
33
Reduced
15
Closed
10
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$897K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.9M +$2.45M +56,683 +22%
PWS
2
Paragon Wealth Strategies
Florida
$13.5M -$4.05M -93,731 -24%
UBS Group
3
UBS Group
Switzerland
$9.24M +$1.32M +30,456 +17%
MHS
4
M Holdings Securities
Oregon
$7.81M +$1.69M +39,100 +29%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.46M -$784K -18,166 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.99M +$743K +17,196 +12%
RCS
7
Retirement Capital Strategies
California
$6.51M -$43.3K -1,002 -0.7%
Citadel Advisors
8
Citadel Advisors
Florida
$6.25M -$1.41M -32,699 -19%
WBG
9
Wharton Business Group
Pennsylvania
$5.79M +$1.18M +27,255 +27%
B
10
Barings
North Carolina
$5.54M
Jane Street
11
Jane Street
New York
$3.52M +$3.39M +78,487 New
LPL Financial
12
LPL Financial
California
$3.18M +$620K +14,365 +25%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.57M +$1.53M +35,372 +162%
Stifel Financial
14
Stifel Financial
Missouri
$2.05M +$87.8K +2,034 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.59M +$162K +3,762 +12%
FCMT
16
Founders Capital Management (Texas)
Texas
$1.34M +$50.3K +1,165 +4%
Morgan Stanley
17
Morgan Stanley
New York
$1.32M -$825K -19,102 -39%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.22M -$375K -8,673 -24%
SFFS
19
Stonehage Fleming Financial Services
Jersey
$982K +$151K +3,500 +19%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$943K +$158K +3,659 +21%
SPC
21
Sigma Planning Corp
Michigan
$850K +$29.3K +679 +4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$819K
WGCA
23
Wolf Group Capital Advisors
Virginia
$739K +$196K +4,535 +38%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$708K +$86.4K +2,000 +15%
Creative Planning
25
Creative Planning
Kansas
$644K +$26.4K +611 +4%

ARTY Hedge Fund Activity: Q2 2021 in Review

95 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2021, worth a combined $114M — up 5.6% from $108M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ARTY positions and 10 closed out — a net gain of 11 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.39M. The largest seller was Paragon Wealth Strategies, cutting an estimated $4.05M.

  • 95 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2021, up from 84 in Q1 2021.
  • Funds reported $114M of iShares Future AI & Tech ETF stock for Q2 2021, up 5.6% quarter-over-quarter.
  • 21 funds opened new iShares Future AI & Tech ETF positions in Q2 2021 and 10 closed out, a net change of +11 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2021 was Jane Street, an estimated $3.39M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2021 was Paragon Wealth Strategies, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2021.