ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

157 hedge funds and large institutions have $167M invested in iShares Future AI & Tech ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 27 reducing their positions, and 20 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
59
Reduced
27
Closed
20
Calls
$299K
Puts
$34K
Net Calls
+$265K
Net Calls Change
-$816K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$17.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.67M
3
Bank of America
3
Bank of America
North Carolina
$18.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.1M
5
UBS Group
5
UBS Group
Switzerland
$4.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.3M
2
Jane Street
2
Jane Street
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$918K
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$93.3K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.3M 824,790 -722,986 -47%
Bank of America
2
Bank of America
North Carolina
$18.1M 526,360 +121,050 +30%
Ameriprise
3
Ameriprise
Minnesota
$17.7M 517,486 +304,855 +143%
LPL Financial
4
LPL Financial
California
$11.5M 334,013 +21,889 +7%
WBG
5
Wharton Business Group
Pennsylvania
$7.92M 230,457 +24,580 +12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.38M 214,825 +15,505 +8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$6.67M 194,206 +187,418 +2,761%
UBS Group
8
UBS Group
Switzerland
$4.8M 139,820 +26,724 +24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.93M 114,444 +4,719 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$3.78M 110,014 +19,421 +21%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.78M 109,945 +6,839 +7%
TF
12
Theory Financial
Colorado
$3.74M 108,904 -2,384 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.26M 94,772 +674 +0.7%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$2.77M 80,725 -1,361 -2%
GF
15
Gimbal Financial
Indiana
$1.85M 53,847 +24,826 +86%
Citigroup
16
Citigroup
New York
$1.84M 53,521 +19,291 +56%
Creative Planning
17
Creative Planning
Kansas
$1.81M 52,681 +5,301 +11%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.53M 44,454 +16,079 +57%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.46M 42,459 +555 +1%
CCA
20
Cora Capital Advisors
New Jersey
$1.15M 33,357 +7,140 +27%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.1M 32,031 +32,031 New
CIG
22
Cascade Investment Group
Colorado
$1.01M 29,455 +14,595 +98%
NA
23
NewEdge Advisors
Louisiana
$1.01M 29,412 -929 -3%
RJA
24
Raymond James & Associates
Florida
$993K 28,918 +702 +2%
WA
25
Waddell & Associates
Tennessee
$965K 28,091 – –
1
2 3 4 5