ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

86 hedge funds and large institutions have $54.1M invested in iShares Future AI & Tech ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 16 closing their positions.

Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
21
Reduced
13
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.39M
2
WBG
2
Wharton Business Group
Pennsylvania
$7.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.4M
4
WWM
4
WJ Wealth Management
Arizona
$1.87M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.07M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.44M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$466K
4
OMC
4
Old Mission Capital
Illinois
$0
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$7.31M 232,862 +73,705 +46%
Bank of America
2
Bank of America
North Carolina
$7.11M 226,472 +7,246 +3%
Morgan Stanley
3
Morgan Stanley
New York
$5.4M 172,030 +73,537 +75%
LPL Financial
4
LPL Financial
California
$5.39M 171,648 +84,467 +97%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.07M 129,784 +32,586 +34%
UBS Group
6
UBS Group
Switzerland
$3.41M 108,740 -3,783 -3%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$2.95M 94,130 -8,975 -9%
WWM
8
WJ Wealth Management
Arizona
$1.87M 59,687 +59,687 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.81M 58,011 +15,975 +38%
Jane Street
10
Jane Street
New York
$1.44M 45,846 -290,784 -86%
FAIM
11
Financial Advocates Investment Management
Washington
$1.27M 40,371 +130 +0.3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.04M 33,220 +21,837 +192%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$791K 25,199 +271 +1%
HHRDM
14
H&H Retirement Design & Management
Nevada
$788K 25,847 +25,847 New
Creative Planning
15
Creative Planning
Kansas
$586K 18,687 -451 -2%
CPRC
16
Consolidated Portfolio Review Corp
New York
$529K 16,860 +16,860 New
CAN
17
Cetera Advisor Networks
California
$496K 15,800 +6,607 +72%
SFFS
18
Stonehage Fleming Financial Services
Jersey
$482K 15,375 – –
FTUS
19
Flow Traders U.S.
New York
$466K 14,841 -65,442 -82%
MML Investors Services
20
MML Investors Services
Massachusetts
$428K 13,626 +13,626 New
WGCA
21
Wolf Group Capital Advisors
Virginia
$410K 13,067 -745 -5%
LWM
22
Lodestone Wealth Management
Washington
$400K 12,731 +678 +6%
SS
23
Sunbelt Securities
Texas
$388K 12,602 -1,260 -9%
KAS
24
Kestra Advisory Services
Texas
$379K 12,084 -3,756 -24%
CS
25
Credit Suisse
Switzerland
$320K 10,200 +1,200 +13%
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