ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

122 hedge funds and large institutions have $105M invested in iShares Future AI & Tech ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 13 reducing their positions, and 16 closing their positions.

Holders
122
Holders Change
+10
Holders Change %
+8.93%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
48
Reduced
13
Closed
16
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$37K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.2M
2
Jane Street
2
Jane Street
New York
$7.2M
3
Ameriprise
3
Ameriprise
Minnesota
$4.8M
4
Bank of America
4
Bank of America
North Carolina
$11.8M
5
HCA
5
Heck Capital Advisors
Wisconsin
$2.22M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
WWM
3
WT Wealth Management
Arizona
$0
4
OCM
4
One Capital Management
California
$0
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.2M 532,059 +297,737 +127%
Bank of America
2
Bank of America
North Carolina
$11.8M 385,587 +87,578 +29%
LPL Financial
3
LPL Financial
California
$8.15M 266,876 +43,567 +20%
Jane Street
4
Jane Street
New York
$7.2M 235,728 +125,731 +114%
WBG
5
Wharton Business Group
Pennsylvania
$6.85M 224,122 +12,510 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.79M 189,498 +12,497 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.57M 182,262 -17,050 -9%
Ameriprise
8
Ameriprise
Minnesota
$4.8M 157,340 +112,194 +249%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.81M 124,727 +56,773 +84%
UBS Group
10
UBS Group
Switzerland
$3.67M 120,220 -3,011 -2%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$2.71M 88,707 +1,104 +1%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.57M 84,099 +71,622 +574%
HCA
13
Heck Capital Advisors
Wisconsin
$2.22M 72,558 +72,558 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.95M 63,937 -37,639 -37%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.91M 62,625 +62,625 New
Creative Planning
16
Creative Planning
Kansas
$1.28M 41,900 +17,336 +71%
CAN
17
Cetera Advisor Networks
California
$1.02M 33,294 +5,276 +19%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$976K 31,970 +5,118 +19%
NA
19
NewEdge Advisors
Louisiana
$924K 30,245 -3,951 -12%
Citigroup
20
Citigroup
New York
$849K 27,786 +17,696 +175%
HHRDM
21
H&H Retirement Design & Management
Nevada
$780K 25,792 +272 +1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$761K 24,931 +17,664 +243%
CCA
23
Cora Capital Advisors
New Jersey
$752K 24,611 +3,345 +16%
WWM
24
WJ Wealth Management
Arizona
$751K 24,598 +1,092 +5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$690K 22,591 +14,425 +177%
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