ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

148 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+26
Holders Change %
+21.31%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
54
Reduced
22
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.4M
2
TF
2
Theory Financial
Colorado
$3.84M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.13M
4
Ameriprise
4
Ameriprise
Minnesota
$7.33M
5
LPL Financial
5
LPL Financial
California
$10.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.79M
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$234K
4
Jane Street
4
Jane Street
New York
$6.67M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.4M 1,547,776 +1,015,717 +191%
Bank of America
2
Bank of America
North Carolina
$14M 405,310 +19,723 +5%
LPL Financial
3
LPL Financial
California
$10.8M 312,124 +45,248 +17%
Ameriprise
4
Ameriprise
Minnesota
$7.33M 212,631 +55,291 +35%
WBG
5
Wharton Business Group
Pennsylvania
$7.1M 205,877 -18,245 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.88M 199,320 +9,822 +5%
Jane Street
7
Jane Street
New York
$6.67M 193,301 -42,427 -18%
UBS Group
8
UBS Group
Switzerland
$3.9M 113,096 -7,124 -6%
TF
9
Theory Financial
Colorado
$3.84M 111,288 +111,288 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.79M 109,725 -72,537 -40%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.56M 103,106 +19,007 +23%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.25M 94,098 -30,629 -25%
Citadel Advisors
13
Citadel Advisors
Florida
$3.13M 90,593 +90,593 New
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$2.83M 82,086 -6,621 -7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.16M 62,498 -1,439 -2%
Creative Planning
16
Creative Planning
Kansas
$1.63M 47,380 +5,480 +13%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.45M 41,904 +16,973 +68%
Citigroup
18
Citigroup
New York
$1.18M 34,230 +6,444 +23%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.11M 32,251 +281 +0.9%
NA
20
NewEdge Advisors
Louisiana
$1.05M 30,341 +96 +0.3%
GF
21
Gimbal Financial
Indiana
$1M 29,021 +29,021 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$979K 28,375 +8,620 +44%
RJA
23
Raymond James & Associates
Florida
$973K 28,216 +11,697 +71%
WA
24
Waddell & Associates
Tennessee
$969K 28,091 +13,670 +95%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$957K 27,749 +5,158 +23%
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