ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

177 hedge funds and large institutions have $195M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
34
Increased
57
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$29.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.4M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$7.93M
4
GF
4
Gimbal Financial
Indiana
$3.98M
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.57M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$721K
3
Jane Street
3
Jane Street
New York
$359K
4
LWM
4
Lionsbridge Wealth Management
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$29.6M 798,667 +439,580 +122%
Morgan Stanley
2
Morgan Stanley
New York
$27.4M 739,151 +220,840 +43%
Bank of America
3
Bank of America
North Carolina
$18.8M 508,102 +36,162 +8%
LPL Financial
4
LPL Financial
California
$13M 351,295 +20,353 +6%
Ameriprise
5
Ameriprise
Minnesota
$11.2M 301,377 +28,535 +10%
AWA
6
Arkadios Wealth Advisors
Georgia
$7.93M 213,984 +213,984 New
UBS Group
7
UBS Group
Switzerland
$5.62M 151,525 -8,070 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.14M 111,575 +18,017 +19%
GF
9
Gimbal Financial
Indiana
$3.98M 107,374 +107,374 New
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$3.34M 90,057 +6,684 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.11M 84,010 +7,982 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.95M 79,683 -8,897 -10%
Creative Planning
13
Creative Planning
Kansas
$2.59M 69,916 +18,979 +37%
Raymond James Financial
14
Raymond James Financial
Florida
$2.57M 69,291 +69,291 New
GS
15
GTS Securities
New York
$2.41M 64,926 +64,926 New
SWIG
16
Strategic Wealth Investment Group
Kentucky
$2.25M 60,800 -623 -1%
DAS
17
Dynamic Advisor Solutions
Arizona
$1.92M 51,894 +51,894 New
Stifel Financial
18
Stifel Financial
Missouri
$1.88M 50,660 +1,155 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.83M 49,266 +6,092 +14%
Citigroup
20
Citigroup
New York
$1.83M 49,239 -17,498 -26%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.78M 47,923 +3,034 +7%
IF
22
Intrua Financial
Texas
$1.49M 40,282 +2,878 +8%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.48M 39,809 +15,289 +62%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$1.45M 39,124 +229 +0.6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.38M 37,302 +8,316 +29%
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