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ARTY

iShares Future AI & Tech ETF

113 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 37 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

69% more capital invested

Capital invested by funds: $54.1M → $91.7M (+$37.6M)

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

30% more funds holding

Funds holding: 87113 (+26)

2.07% more ownership

Funds ownership: 19.27%21.34% (+2.1%)

Holders
113
Holders Change
+26
Holders Change %
+29.89%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
31
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.85M +$2.2M +71,537 +32%
Morgan Stanley
2
Morgan Stanley
New York
$7.74M +$1.91M +62,292 +36%
LPL Financial
3
LPL Financial
California
$7.38M +$1.59M +51,661 +30%
WBG
4
Wharton Business Group
Pennsylvania
$6.99M -$653K -21,250 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.58M +$2.14M +69,528 +54%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.85M +$460K +14,976 +9%
UBS Group
7
UBS Group
Switzerland
$4.07M +$445K +14,491 +13%
Jane Street
8
Jane Street
New York
$3.63M +$1.97M +64,151 +140%
RCS
9
Retirement Capital Strategies
California
$3.62M +$3.37M +109,654 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.36M +$2.1M +68,356 +206%
FTUS
11
Flow Traders U.S.
New York
$3.19M +$2.51M +81,687 +550%
WWM
12
WT Wealth Management
Arizona
$2.92M +$2.71M +88,378 New
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$2.89M -$200K -6,527 -7%
OCM
14
One Capital Management
California
$2.29M +$2.13M +69,306 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2.25M +$305K +9,943 +17%
Ameriprise
16
Ameriprise
Minnesota
$1.49M +$1.16M +37,909 +524%
CA
17
Cetera Advisors
Colorado
$1.28M +$1.19M +38,717 New
NA
18
NewEdge Advisors
Louisiana
$1.13M +$946K +30,818 +912%
CAN
19
Cetera Advisor Networks
California
$926K +$375K +12,218 +77%
HHRDM
20
H&H Retirement Design & Management
Nevada
$897K -$10K -327 -1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$887K +$50.8K +1,653 +7%
Creative Planning
22
Creative Planning
Kansas
$812K +$180K +5,877 +31%
WWM
23
WJ Wealth Management
Arizona
$777K -$1.11M -36,181 -61%
CCA
24
Cora Capital Advisors
New Jersey
$703K +$363K +11,821 +125%
SS
25
Sunbelt Securities
Texas
$699K +$263K +8,567 +68%

ARTY Hedge Fund Activity: Q2 2023 in Review

113 of the 6,369 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 69% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARTY positions and 11 closed out — a net gain of 26 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.

  • 113 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 69% quarter-over-quarter.
  • 37 funds opened new iShares Future AI & Tech ETF positions in Q2 2023 and 11 closed out, a net change of +26 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.