iShares Future AI & Tech ETF
ARTY
114 hedge funds and large institutions have $91.7M invested in iShares Future AI & Tech ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 11 closing their positions.
522% more capital inflows, than outflows
Capital inflows: $32.4M | Capital outflows: $5.21M
245% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 11
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
31% more funds holding
Funds holding: 87 → 114 (+27)
2.08% more ownership
Funds ownership: 19.27% → 21.35% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$3.37M |
| 2 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$2.71M |
| 3 |
Flow Traders U.S.
New York
|
+$2.51M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.27M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$1.11M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$653K |
| 4 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
-$461K |
| 5 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$266K |
ARTY Hedge Fund Activity: Q2 2023 in Review
114 of the 6,388 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q2 2023, worth a combined $91.7M — up 55% from $59.2M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new ARTY positions and 11 closed out — a net gain of 27 holders — while 31 added to existing stakes and 19 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $3.37M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $1.27M sold.
- 114 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q2 2023, up from 87 in Q1 2023.
- Funds reported $91.7M of iShares Future AI & Tech ETF stock for Q2 2023, up 55% quarter-over-quarter.
- 38 funds opened new iShares Future AI & Tech ETF positions in Q2 2023 and 11 closed out, a net change of +27 holders.
- The largest iShares Future AI & Tech ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $3.37M added.
- The largest iShares Future AI & Tech ETF seller in Q2 2023 was Financial Advocates Investment Management, an estimated $1.27M sold.
Based on aggregated 13F filings for Q2 2023.