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.

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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.

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

-- --
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 21 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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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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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 CORA CAPITAL ADVISORS LLC 1.36% 88,481 $4.1M
5 STEPHEN J. GARRY & ASSOCIATES, LLC 1.30% 34,829 $1.6M
6 Wealth Management Partners, LLC 0.82% 61,658 $2.9M
7 Antonelli Financial Advisors, LLC 0.68% 21,281 $990K
8 VVR Holdings LLC 0.65% 27,071 $1.3M
9 Phoenix Wealth Advisors 0.42% 22,778 $1.1M
10 PARTNERS WEALTH MANAGEMENT, LLC 0.35% 7,210 $335K
11 HERBST GROUP, LLC 0.31% 10,625 $494K
12 Flagship Private Wealth, LLC 0.28% 14,963 $696K
13 Intrua Financial, LLC 0.27% 56,403 $2.6M
14 Old Peak Finance LLC 0.26% 9,488 $441K
15 LAUREL OAK WEALTH MANAGEMENT, LLC 0.20% 25,865 $1.2M
16 Glass Jacobson Investment Advisors llc 0.20% 12,550 $584K
17 Connecticut Capital Management Group, LLC 0.19% 4,344 $202K
18 ACCREDITED INVESTOR SERVICES, LLC 0.17% 5,830 $271K
19 Shira Ridge Wealth Management 0.17% 9,256 $431K
20 CX Institutional 0.16% 115,340 $5K
21 Goldstone Financial Group, LLC 0.16% 31,008 $1.4M
22 Platform Technology Partners 0.15% 16,727 $778K
23 Continuum Advisory, LLC 0.14% 30,553 $1.4M
24 SUTTON PLACE INVESTORS LLC 0.14% 5,350 $249K
25 Next Level Wealth Planning, LLC 0.13% 5,488 $255K
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.