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ARTY

iShares Future AI & Tech ETF
ARTY

123 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.

New
Increased
Maintained
Reduced
Closed

269% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 13

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $91.7M → $105M (+$13.5M)

9% more funds holding

Funds holding: 113 → 123 (+10)

0.74% more ownership

Funds ownership: 21.34% → 22.09% (+0.74%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% 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
Morgan Stanley
New York
+$9.61M
2
Jane Street
Jane Street
New York
+$4.06M
3
Ameriprise
Ameriprise
Minnesota
+$3.62M
4
Bank of America
Bank of America
North Carolina
+$2.83M
5
HCA
Heck Capital Advisors
Wisconsin
+$2.34M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$3.62M
2
FTUS
Flow Traders U.S.
New York
-$3.19M
3
WWM
WT Wealth Management
Arizona
-$2.92M
4
OCM
One Capital Management
California
-$2.29M
5
CA
Cetera Advisors
Colorado
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.2M +$9.61M +297,737 +127%
Bank of America
2
Bank of America
North Carolina
$11.8M +$2.83M +87,578 +29%
LPL Financial
3
LPL Financial
California
$8.15M +$1.41M +43,567 +20%
Jane Street
4
Jane Street
New York
$7.2M +$4.06M +125,731 +114%
WBG
5
Wharton Business Group
Pennsylvania
$6.84M +$404K +12,510 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.79M +$403K +12,497 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.57M -$550K -17,050 -9%
Ameriprise
8
Ameriprise
Minnesota
$4.8M +$3.62M +112,194 +249%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.81M +$1.83M +56,773 +84%
UBS Group
10
UBS Group
Switzerland
$3.67M -$97.2K -3,011 -2%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$2.71M +$35.6K +1,104 +1%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.57M +$2.31M +71,622 +574%
HCA
13
Heck Capital Advisors
Wisconsin
$2.22M +$2.34M +72,558 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.95M -$1.21M -37,639 -37%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.91M +$2.02M +62,625 New
Creative Planning
16
Creative Planning
Kansas
$1.28M +$560K +17,336 +71%
CAN
17
Cetera Advisor Networks
California
$1.02M +$170K +5,276 +19%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$976K +$165K +5,118 +19%
NA
19
NewEdge Advisors
Louisiana
$924K -$128K -3,951 -12%
Citigroup
20
Citigroup
New York
$849K +$571K +17,696 +175%
HHRDM
21
H&H Retirement Design & Management
Nevada
$780K +$8.78K +272 +1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$761K +$570K +17,664 +243%
CCA
23
Cora Capital Advisors
New Jersey
$752K +$108K +3,345 +16%
WWM
24
WJ Wealth Management
Arizona
$751K +$35.2K +1,092 +5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$690K +$466K +14,425 +177%
1
2 3 4 5

ARTY Hedge Fund Activity: Q3 2023 in Review

123 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2023, worth a combined $105M — up 15% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARTY positions and 16 closed out — a net gain of 12 holders — while 48 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.61M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $3.62M sold.

  • 123 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2023, up from 113 in Q2 2023.
  • Funds reported $105M of iShares Future AI & Tech ETF stock for Q3 2023, up 15% quarter-over-quarter.
  • 28 funds opened new iShares Future AI & Tech ETF positions in Q3 2023 and 16 closed out, a net change of +12 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2023 was Morgan Stanley, an estimated $9.61M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2023 was Retirement Capital Strategies, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2023.