We are live on ! Find out more
ARTY

iShares Future AI & Tech ETF
ARTY

98 hedge funds and large institutions have $99.7M invested in iShares Future AI & Tech ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

8% more funds holding

Funds holding: 91 → 98 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more call options, than puts

Call options by funds: $1K | Put options by funds: $1K

4% less capital invested

Capital invested by funds: $104M → $99.7M (-$4.47M)

1.56% less ownership

Funds ownership: 24.52% → 22.96% (-1.6%)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
40
Reduced
22
Closed
7
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
-$351K

Top Buyers

1
Jane Street
Jane Street
New York
+$6.08M
2
WGCA
Wolf Group Capital Advisors
Virginia
+$1.45M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.25M
4
FPGK
Financial Partners Group (Kansas)
Kansas
+$914K
5
PWS
Paragon Wealth Strategies
Florida
+$719K

Top Sellers

1
B
Barings
North Carolina
-$5.23M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.68M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.54M
5
FTUS
Flow Traders U.S.
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Paragon Wealth Strategies
Florida
$14.9M +$719K +16,438 +5%
Bank of America
2
Bank of America
North Carolina
$13.4M -$678K -15,499 -5%
UBS Group
3
UBS Group
Switzerland
$10M +$448K +10,230 +4%
Jane Street
4
Jane Street
New York
$8.23M +$6.08M +138,920 +232%
WBG
5
Wharton Business Group
Pennsylvania
$7.62M +$639K +14,590 +9%
RCS
6
Retirement Capital Strategies
California
$5.67M -$313K -7,155 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.26M -$2.46M -56,149 -35%
LPL Financial
8
LPL Financial
California
$3.67M +$427K +9,751 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.99M -$1.54M -35,254 -33%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.54M +$1.25M +28,551 +87%
WGCA
11
Wolf Group Capital Advisors
Virginia
$2.07M +$1.45M +33,202 +198%
Stifel Financial
12
Stifel Financial
Missouri
$1.93M -$63.3K -1,447 -3%
Morgan Stanley
13
Morgan Stanley
New York
$1.65M +$510K +11,647 +41%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$1.39M -$1.33M -30,491 -48%
SFFS
15
Stonehage Fleming Financial Services
Jersey
$1.32M +$481K +11,000 +53%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.18M -$25.3K -577 -2%
FTUS
17
Flow Traders U.S.
New York
$1.13M -$1.48M -33,866 -55%
KAS
18
Kestra Advisory Services
Texas
$943K +$415K +9,472 +71%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$935K +$125K +2,861 +15%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$931K +$237K +5,420 +32%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$819K – – –
FPGK
22
Financial Partners Group (Kansas)
Kansas
$767K +$914K +20,877 New
FCMT
23
Founders Capital Management (Texas)
Texas
$727K -$595K -13,596 -44%
Creative Planning
24
Creative Planning
Kansas
$656K +$22.1K +504 +3%
CAN
25
Cetera Advisor Networks
California
$548K +$16.5K +376 +3%
1
2 3 4 5

ARTY Hedge Fund Activity: Q4 2021 in Review

98 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2021, worth a combined $99.7M — down 4.3% from $104M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ARTY positions and 7 closed out — a net gain of 8 holders — while 40 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $6.08M. The largest seller was Barings, exiting entirely with an estimated $5.23M sold.

  • 98 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2021, up from 91 in Q3 2021.
  • Funds reported $99.7M of iShares Future AI & Tech ETF stock for Q4 2021, down 4.3% quarter-over-quarter.
  • 15 funds opened new iShares Future AI & Tech ETF positions in Q4 2021 and 7 closed out, a net change of +8 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2021 was Jane Street, an estimated $6.08M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2021 was Barings, an estimated $5.23M sold.

Based on aggregated 13F filings for Q4 2021.