ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

230 hedge funds and large institutions have $358M 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, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+21
Holders Change %
+10.05%
% 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
56
Closed
20
Calls
$1.35M
Puts
–
Net Calls
+$1.35M
Net Calls Change
+$1.62M

Top Buyers

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

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
AWA
Arkadios Wealth Advisors
Georgia
$1.84M
3
LPL Financial
LPL Financial
California
$22.3M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
226
Proathlete Wealth Management
Florida
$533 +$287 +7 +117%
CA
227
Clearstead Advisors
Ohio
$493 – – –
LWA
228
Lowe Wealth Advisors
Maryland
$451 – – –
PFM
229
Phillips Financial Management
Indiana
$410 – – –
CW
230
Curio Wealth
Maryland
$410 +$369 +9 +900%
RF
231
Roxbury Financial
New Jersey
$293 – – –
FTUS
232
Flow Traders U.S.
New York
– -$11M -348,950 Closed
CCMG
233
Clark Capital Management Group
Pennsylvania
– -$3.98M -126,554 Closed
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
– -$1.42M -45,035 Closed
OCG
235
Opus Capital Group
Ohio
– -$827K -26,310 Closed
LAS
236
Legacy Advisory Services
Pennsylvania
– -$456K -14,505 Closed
PAS
237
Park Avenue Securities
New York
– -$321K -10,213 Closed
UCFA
238
United Capital Financial Advisors
Texas
– -$260K -8,270 Closed
JPMorgan Chase & Co
239
JPMorgan Chase & Co
New York
– -$238K -7,578 Closed
Pathstone Holdings
240
Pathstone Holdings
New Jersey
– -$227K -7,205 Closed
CA
241
Continuum Advisory
Idaho
– -$37K -1,176 Closed
Simplex Trading
242
Simplex Trading
Illinois
– -$33K -1,078 Closed
MSWM
243
Mowery & Schoenfeld Wealth Management
Illinois
– -$3.68K -117 Closed
LRWM
244
Lord & Richards Wealth Management
Colorado
– -$3.11K -99 Closed
PTC
245
Private Trust Company
Ohio
– -$2.14K -68 Closed
WP
246
WealthShield Partners
North Carolina
– -$1.82K -58 Closed
QC
247
Quent Capital
New York
– -$1.57K -50 Closed
BWL
248
Bogart Wealth LLC
Virginia
– -$881 -28 Closed
AWM
249
Abound Wealth Management
Tennessee
– -$787 -25 Closed
EWA
250
EQ Wealth Advisors
Texas
– -$346 -11 Closed
7 8 9
10
11