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 %
Jane Street
26
Jane Street
New York
$2.33M +$405K +9,877 +21%
Citigroup
27
Citigroup
New York
$2.3M +$117K +2,852 +5%
CCA
28
Cora Capital Advisors
New Jersey
$2.2M -$131K -3,202 -6%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.98M -$152K -3,702 -7%
AWA
30
Arkadios Wealth Advisors
Georgia
$1.84M -$8.16M -199,033 -82%
AssetMark Inc
31
AssetMark Inc
California
$1.83M +$776K +18,934 +73%
IF
32
Intrua Financial
Texas
$1.71M +$42.8K +1,045 +3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.64M -$3.22M -78,516 -66%
BCM
34
Brookstone Capital Management
Illinois
$1.61M +$244K +5,942 +18%
SA
35
Strategic Advocates
Utah
$1.6M +$85.2K +2,078 +6%
ACM
36
Ardent Capital Management
Ohio
$1.57M -$17.7K -432 -1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.53M -$65.3K -1,592 -4%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.36M -$252K -6,141 -16%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1.35M +$50.3K +1,226 +4%
AWM
40
AE Wealth Management
Kansas
$1.35M +$52.7K +1,286 +4%
AWA
41
Amplius Wealth Advisors
Pennsylvania
$1.28M +$376K +9,166 +42%
WA
42
Waddell & Associates
Tennessee
$1.26M – – –
Stifel Financial
43
Stifel Financial
Missouri
$1.24M -$909K -22,176 -42%
HHRDM
44
H&H Retirement Design & Management
Nevada
$1.21M +$75.4K +1,784 +7%
CIG
45
Cascade Investment Group
Colorado
$1.18M +$10.3K +250 +0.9%
Mariner
46
Mariner
Kansas
$1.16M +$125K +3,050 +12%
OIA
47
OneDigital Investment Advisors
Kansas
$1.1M -$78K -1,902 -7%
GS
48
GWN Securities
Florida
$1.1M +$102K +2,483 +10%
HI
49
Hudock Inc
Pennsylvania
$1.1M +$104K +2,543 +10%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.06M +$94.9K +2,315 +10%
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