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ARTY

iShares Future AI & Tech ETF

321 hedge funds and large institutions have $814M invested in iShares Future AI & Tech ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 106 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 β†’ 2 (+1)

49% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 71

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

10% more call options, than puts

Call options by funds: $847K | Put options by funds: $768K

2% more funds holding

Funds holding: 316 β†’ 321 (+5)

5.39% less ownership

Funds ownership: 44.23% β†’ 38.84% (-5.4%)

7% less capital invested

Capital invested by funds: $872M β†’ $814M (-$58M)

Holders
321
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
40
Increased
106
Reduced
71
Closed
29
Calls
$847K
Puts
$768K
Net Calls
+$79K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Bellevue Asset Management
Washington
$4.65K – – –
VAI
302
Vanguard Advisers Inc
Pennsylvania
$3.68K +$3.96K +79 New
CPG
303
Cornerstone Planning Group
New Jersey
$3.65K +$2.81K +56 New
AIM
304
Anchor Investment Management
South Carolina
$3.49K – – –
RWPA
305
Richard W. Paul & Associates
Michigan
$3.44K – – –
RFA
306
Reyes Financial Architecture
California
$2.84K +$3.06K +61 New
VWM
307
Vermillion Wealth Management
Minnesota
$2.79K – – –
HWA
308
Heritage Wealth Advisors
Virginia
$2.42K – – –
EWA
309
EverSource Wealth Advisors
Alabama
$2.28K – – –
ECA
310
Elevated Capital Advisors
Utah
$2.23K +$2.41K +48 New
EF
311
Entrust Financial
Pennsylvania
$1.58K -$1.3K -26 -43%
EB
312
Eastern Bank
Massachusetts
$1.4K – – –
PWM
313
Proathlete Wealth Management
Florida
$1.21K – – –
PGAM
314
Princeton Global Asset Management
New Jersey
$1.07K – – –
GWM
315
Gilpin Wealth Management
Colorado
$1.02K – – –
CA
316
Clearstead Advisors
Ohio
$560 – – –
CW
317
Curio Wealth
Maryland
$465 – – –
PFM
318
Phillips Financial Management
Indiana
$465 – – –
RF
319
Roxbury Financial
New Jersey
$333 – – –
MWA
320
Medallion Wealth Advisors
Connecticut
$187 – – –
RF
321
Rossby Financial
Florida
$95 +$100 +2 New
PIS
322
POM Investment Strategies
North Carolina
$47 – – –
TF
323
Trek Financial
Arizona
– -$8.16M -169,312 Closed
ISFAN
324
Investor's Fiduciary Advisor Network
Washington
– -$3.09M -64,238 Closed
RCS
325
Retirement Capital Strategies
California
– -$942K -19,561 Closed