ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

229 hedge funds and large institutions have $357M invested in iShares Future AI & Tech ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
66
Reduced
55
Closed
19
Calls
$1.35M
Puts
–
Net Calls
+$1.35M
Net Calls Change
+$1.62M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$29.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$52.5M
3
Bank of America
3
Bank of America
North Carolina
$34.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.85M
5
WBG
5
Wharton Business Group
Pennsylvania
$39.6M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
AWA
2
Arkadios Wealth Advisors
Georgia
$1.84M
3
LPL Financial
3
LPL Financial
California
$22.3M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
226
Clearstead Advisors
Ohio
$493 12 – –
LWA
227
Lowe Wealth Advisors
Maryland
$451 11 – –
PFM
228
Phillips Financial Management
Indiana
$410 10 – –
CW
229
Curio Wealth
Maryland
$410 10 +9 +900%
RF
230
Roxbury Financial
New Jersey
$293 7 – –
FTUS
231
Flow Traders U.S.
New York
– – -348,950 Closed
CCMG
232
Clark Capital Management Group
Pennsylvania
– – -126,554 Closed
OCG
233
Opus Capital Group
Ohio
– – -26,310 Closed
LAS
234
Legacy Advisory Services
Pennsylvania
– – -14,505 Closed
PAS
235
Park Avenue Securities
New York
– – -10,213 Closed
UCFA
236
United Capital Financial Advisors
Texas
– – -8,270 Closed
JPMorgan Chase & Co
237
JPMorgan Chase & Co
New York
– – -7,578 Closed
Pathstone Holdings
238
Pathstone Holdings
New Jersey
– – -7,205 Closed
CA
239
Continuum Advisory
Idaho
– – -1,176 Closed
Simplex Trading
240
Simplex Trading
Illinois
– – -1,078 Closed
MSWM
241
Mowery & Schoenfeld Wealth Management
Illinois
– – -117 Closed
LRWM
242
Lord & Richards Wealth Management
Colorado
– – -99 Closed
PTC
243
Private Trust Company
Ohio
– – -68 Closed
WP
244
WealthShield Partners
North Carolina
– – -58 Closed
QC
245
Quent Capital
New York
– – -50 Closed
BWL
246
Bogart Wealth LLC
Virginia
– – -28 Closed
AWM
247
Abound Wealth Management
Tennessee
– – -25 Closed
EWA
248
EQ Wealth Advisors
Texas
– – -11 Closed
CCM
249
Coldstream Capital Management
Washington
– – -5 Closed
QWM
250
Quaker Wealth Management
New Jersey
– – – –
6 7 8 9
10