We are live on ! Find out more
ARTY

iShares Future AI & Tech ETF

71 hedge funds and large institutions have $47.2M invested in iShares Future AI & Tech ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 20.93%21.53% (+0.6%)

7% less capital invested

Capital invested by funds: $50.8M → $47.2M (-$3.67M)

9% less funds holding

Funds holding: 7871 (-7)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
71
Holders Change
-7
Holders Change %
-8.97%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
19
Closed
13
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$5.48M +$4M +146,292 +175%
WBG
2
Wharton Business Group
Pennsylvania
$5.3M +$7.66K +280 +0.1%
Bank of America
3
Bank of America
North Carolina
$4.71M -$339K -12,402 -6%
MHS
4
M Holdings Securities
Oregon
$3.69M -$1.11M -40,401 -21%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.11M +$500K +18,289 +16%
UBS Group
6
UBS Group
Switzerland
$2.84M -$393K -14,385 -11%
CCA
7
Clearwater Capital Advisors
Illinois
$2.72M +$3.13M +114,304 New
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$2.42M +$721K +26,374 +35%
Morgan Stanley
9
Morgan Stanley
New York
$2.15M +$1.21M +44,270 +96%
HT
10
HAP Trading
New York
$2.13M -$2.44M -89,277 -50%
LPL Financial
11
LPL Financial
California
$2.02M -$109K -3,967 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.4M +$232K +8,475 +17%
FAIM
13
Financial Advocates Investment Management
Washington
$961K +$1.1M +40,346 New
Osaic Holdings
14
Osaic Holdings
Arizona
$957K +$156K +5,714 +17%
SFFS
15
Stonehage Fleming Financial Services
Jersey
$857K +$16.4K +600 +2%
FTUS
16
Flow Traders U.S.
New York
$697K +$145K +5,285 +22%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$678K -$71.2K -2,604 -8%
KAS
18
Kestra Advisory Services
Texas
$611K +$23.1K +845 +3%
FPGK
19
Financial Partners Group (Kansas)
Kansas
$529K -$15K -550 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$399K -$3.18M -116,414 -87%
Creative Planning
21
Creative Planning
Kansas
$371K -$11.6K -425 -3%
FCMT
22
Founders Capital Management (Texas)
Texas
$354K -$9.85K -360 -2%
SS
23
Sunbelt Securities
Texas
$350K -$2.71K -99 -0.7%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$315K -$520 -19 -0.1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$280K +$12.5K +457 +4%

ARTY Hedge Fund Activity: Q3 2022 in Review

71 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2022, worth a combined $47.2M — down 7.2% from $50.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ARTY and 7 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $4M. The largest seller was Citadel Advisors, cutting an estimated $3.18M.

  • 71 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2022, down from 78 in Q2 2022.
  • Funds reported $47.2M of iShares Future AI & Tech ETF stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 7 funds opened new iShares Future AI & Tech ETF positions in Q3 2022 and 13 closed out, a net change of -6 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2022 was Jane Street, an estimated $4M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2022 was Citadel Advisors, an estimated $3.18M sold.

Based on aggregated 13F filings for Q3 2022.