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ARTY

iShares Future AI & Tech ETF
ARTY

182 hedge funds and large institutions have $198M invested in iShares Future AI & Tech ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

31% more capital invested

Capital invested by funds: $151M → $198M (+$47.3M)

9% more funds holding

Funds holding: 167 → 182 (+15)

2.79% more ownership

Funds ownership: 24.77% → 27.56% (+2.8%)

Holders
182
Holders Change
+15
Holders Change %
+8.98%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
58
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
+$16M
2
Morgan Stanley
Morgan Stanley
New York
+$8.02M
3
AWA
Arkadios Wealth Advisors
Georgia
+$7.78M
4
GF
Gimbal Financial
Indiana
+$3.9M
5
GS
GTS Securities
New York
+$2.36M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$4.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.19M
3
Jane Street
Jane Street
New York
-$4.09M
4
LWM
Lionsbridge Wealth Management
Florida
-$2.58M
5
Citadel Advisors
Citadel Advisors
Florida
-$944K
Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$29.6M +$16M +439,580 +122%
Morgan Stanley
2
Morgan Stanley
New York
$27.4M +$8.02M +220,840 +43%
Bank of America
3
Bank of America
North Carolina
$18.8M +$1.31M +36,162 +8%
LPL Financial
4
LPL Financial
California
$13M +$740K +20,353 +6%
Ameriprise
5
Ameriprise
Minnesota
$11.2M +$1.04M +28,535 +10%
AWA
6
Arkadios Wealth Advisors
Georgia
$7.93M +$7.78M +213,984 New
UBS Group
7
UBS Group
Switzerland
$5.62M -$293K -8,070 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.14M +$655K +18,017 +19%
GF
9
Gimbal Financial
Indiana
$3.98M +$3.9M +107,374 New
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$3.34M +$243K +6,684 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.11M +$290K +7,982 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.95M -$323K -8,897 -10%
Creative Planning
13
Creative Planning
Kansas
$2.59M +$690K +18,979 +37%
Raymond James Financial
14
Raymond James Financial
Florida
$2.57M +$2.52M +69,291 New
GS
15
GTS Securities
New York
$2.41M +$2.36M +64,926 New
SWIG
16
Strategic Wealth Investment Group
Kentucky
$2.25M -$22.6K -623 -1%
PAW
17
Plan A Wealth
Nebraska
$2.19M +$2.14M +59,016 New
DAS
18
Dynamic Advisor Solutions
Arizona
$1.92M +$1.89M +51,894 New
Stifel Financial
19
Stifel Financial
Missouri
$1.88M +$42K +1,155 +2%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.83M +$221K +6,092 +14%
Citigroup
21
Citigroup
New York
$1.83M -$636K -17,498 -26%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.78M +$110K +3,034 +7%
IF
23
Intrua Financial
Texas
$1.49M +$105K +2,878 +8%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.48M +$556K +15,289 +62%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.45M +$8.32K +229 +0.6%
1
2 3 4 5

ARTY Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q4 2024, worth a combined $198M — up 31% from $151M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ARTY positions and 15 closed out — a net gain of 21 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $16M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.46M sold.

  • 182 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $198M of iShares Future AI & Tech ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 36 funds opened new iShares Future AI & Tech ETF positions in Q4 2024 and 15 closed out, a net change of +21 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q4 2024 was Wharton Business Group, an estimated $16M added.
  • The largest iShares Future AI & Tech ETF seller in Q4 2024 was Flow Traders U.S., an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.