Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ARTY)

295 + Investors. Track Smart Money conviction in ARTY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
5Q ▲
Buyers last Q
69%

Smart Money Signals — ARTY

Based on 295 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added ARTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
295 hedge funds hold ARTY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +73% more funds vs a year ago

fund count last 6Q
+124 new funds entered over the past year (+73% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

172 buying78 selling
Last quarter: 172 funds were net buyers (67 opened a brand new position + 105 added to an existing one). Only 78 were sellers (49 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new ARTY position: 45 → 41 → 60 → 67. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 33% long-term, 40% new

■ 33% conviction (2yr+) ■ 27% medium ■ 40% new
Of the 295 current holders: 97 (33%) held >2 years, 81 held 1–2 years, and 117 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

34 → 45 → 41 → 60 → 67 new funds/Q
New funds entering each quarter: 45 → 41 → 60 → 67. A growing number of institutions are discovering ARTY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 36% veterans, 49% new entrants

■ 36% veterans ■ 15% 1-2yr ■ 49% new
Of 295 current holders: 107 (36%) held 2+ years, 44 held 1–2 years, 144 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
15 of 295 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in ARTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ARTY

In 2025 Q4, 172 hedge funds were net buyers of ARTY (67 opened a new position, 105 added to an existing one), while 78 reduced or exited (49 trimmed, 29 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in ARTY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 295.

Hedge Fund Ownership: ARTY

How many hedge funds hold ARTY — quarterly history vs. share price
Quarterly hedge fund ownership of ARTY vs. share price

Market Analysis: ARTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARTY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: ARTY
2026 Q1 Stats Unlock in 7 days 295 + Investors

Track Smart Money conviction in ARTY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 295 257 14.79%
13F Shares 16M 15M 7.25%
Total Value $762M $696M 9.41%
New Positions 67 60 +7
Increased Positions 105 97 +8
Closed Positions 29 22 +7
Reduced Positions 49 36 +13
Total Calls 3 1 200.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ARTY

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Financial Highlights

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Institutional Holders (2026 Q1)

295 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ARTY. Verified SEC 13F-HR filings.

Top 25 institutional holders of ARTY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McNaughton Wealth Management, LLC 2.52% 131,168 $6.1M
2 BostonPremier Wealth LLC 2.31% 96,120 $4.5M
3 Invera Wealth Advisors, LLC 2.11% 70,702 $3.3M
4 Stonebrook Private Inc. 2.00% 201,423 $9.4M
5 Wharton Business Group, LLC 1.68% 954,917 $44.4M
6 5th Street Advisors, LLC 1.57% 78,515 $3.7M
7 CORA CAPITAL ADVISORS LLC 1.36% 88,481 $4.1M
8 STEPHEN J. GARRY & ASSOCIATES, LLC 1.30% 34,829 $1.6M
9 Wealth Management Partners, LLC 0.82% 61,658 $2.9M
10 One Wealth Map LLC 0.78% 26,400 $1.7M
11 Antonelli Financial Advisors, LLC 0.68% 21,281 $990K
12 VVR Holdings LLC 0.65% 27,071 $1.3M
13 Phoenix Wealth Advisors 0.42% 22,778 $1.1M
14 KERR FINANCIAL PLANNING Corp 0.42% 5,685 $338K
15 Wealth Management Associates, Inc. 0.40% 25,185 $1.2M
16 LRI Investments, LLC 0.39% 94,437 $4.4M
17 PARTNERS WEALTH MANAGEMENT, LLC 0.35% 7,210 $335K
18 HERBST GROUP, LLC 0.31% 10,625 $494K
19 Flagship Private Wealth, LLC 0.28% 14,963 $696K
20 Intrua Financial, LLC 0.27% 56,403 $2.6M
21 Old Peak Finance LLC 0.26% 9,488 $441K
22 Berbice Capital Management LLC 0.25% 8,254 $384K
23 Opus Capital Group, LLC 0.22% 43,028 $2K
24 LAUREL OAK WEALTH MANAGEMENT, LLC 0.20% 25,865 $1.2M
25 Glass Jacobson Investment Advisors llc 0.20% 12,550 $584K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (ARTY)

What does the Smart Money Trend signal show for ARTY?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added ARTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ARTY?

More buyers than sellers — 69% buying: Last quarter: 172 funds were net buyers (67 opened a brand new position + 105 added to an existing one). Only 78 were sellers (49 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ARTY holders?

Elite ownership — 45% AUM from top-100 funds: 15 of 295 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in ARTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ARTY?

Mixed — 33% long-term, 40% new: Of the 295 current holders: 97 (33%) held >2 years, 81 held 1–2 years, and 117 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.