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ARTY

iShares Future AI & Tech ETF

78 hedge funds and large institutions have $50.8M invested in iShares Future AI & Tech ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 20.96%20.93% (-0.03%)

8% less funds holding

Funds holding: 8578 (-7)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

26% less capital invested

Capital invested by funds: $69.1M → $50.8M (-$18.3M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
78
Holders Change
-7
Holders Change %
-8.24%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
22
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$5.88M +$936K +32,060 +17%
Bank of America
2
Bank of America
North Carolina
$5.55M -$2.73M -93,580 -31%
MHS
3
M Holdings Securities
Oregon
$5.16M -$1.48M -50,715 -21%
HT
4
HAP Trading
New York
$4.72M +$4.66M +159,517 +836%
UBS Group
5
UBS Group
Switzerland
$3.53M -$3.64M -124,562 -48%
Citadel Advisors
6
Citadel Advisors
Florida
$3.52M +$3.52M +120,626 +962%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.96M -$119K -4,077 -4%
LPL Financial
8
LPL Financial
California
$2.35M +$99.2K +3,398 +4%
Jane Street
9
Jane Street
New York
$2.21M +$1.84M +63,042 +305%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$1.98M +$1.92M +65,817 +721%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.32M -$1.71M -58,462 -54%
Morgan Stanley
12
Morgan Stanley
New York
$1.22M -$10.3K -354 -0.8%
SFFS
13
Stonehage Fleming Financial Services
Jersey
$935K +$204K +7,000 +25%
Osaic Holdings
14
Osaic Holdings
Arizona
$910K +$173K +5,925 +21%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$821K -$18.4K -631 -2%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$776K +$52.9K +1,812 +7%
KAS
17
Kestra Advisory Services
Texas
$655K -$34.2K -1,173 -5%
FTUS
18
Flow Traders U.S.
New York
$633K -$118K -4,031 -14%
FPGK
19
Financial Partners Group (Kansas)
Kansas
$602K +$12.6K +433 +2%
SPIA
20
Steward Partners Investment Advisory
New York
$537K -$1.09M -37,251 -65%
Creative Planning
21
Creative Planning
Kansas
$422K +$2.04K +70 +0.4%
FCMT
22
Founders Capital Management (Texas)
Texas
$402K -$69.1K -2,369 -13%
SS
23
Sunbelt Securities
Texas
$390K +$11.4K +392 +3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$362K +$400K +13,714 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$350K -$6.83K -234 -2%

ARTY Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2022, worth a combined $50.8M — down 26% from $69.1M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ARTY and 10 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 18 added.

The largest buyer was HAP Trading, adding an estimated $4.66M. The largest seller was UBS Group, cutting an estimated $3.64M.

  • 78 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2022, down from 85 in Q1 2022.
  • Funds reported $50.8M of iShares Future AI & Tech ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 10 funds opened new iShares Future AI & Tech ETF positions in Q2 2022 and 17 closed out, a net change of -7 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q2 2022 was HAP Trading, an estimated $4.66M added.
  • The largest iShares Future AI & Tech ETF seller in Q2 2022 was UBS Group, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2022.