We are live on ! Find out more
ARTY

iShares Future AI & Tech ETF

278 hedge funds and large institutions have $706M invested in iShares Future AI & Tech ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 18

192% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 36

93% more capital invested

Capital invested by funds: $366M → $706M (+$340M)

19% more funds holding

Funds holding: 234278 (+44)

11.52% more ownership

Funds ownership: 33.52%45.04% (+12%)

Holders
278
Holders Change
+44
Holders Change %
+18.8%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
65
Increased
105
Reduced
36
Closed
18
Calls
$1.23M
Puts
Net Calls
+$1.23M
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$4.4M +$2.54M +59,202 +160%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.4M +$46.8K +1,089 +1%
FTUS
28
Flow Traders U.S.
New York
$4.36M +$4.1M +95,311 New
LI
29
LRI Investments
Florida
$4.05M -$399K -9,286 -9%
Goldman Sachs
30
Goldman Sachs
New York
$3.99M +$3.75M +87,178 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.93M -$284K -6,607 -7%
Creative Planning
32
Creative Planning
Kansas
$3.82M +$667K +15,517 +23%
5SA
33
5th Street Advisors
Connecticut
$3.74M +$281K +6,540 +9%
CCA
34
Cora Capital Advisors
New Jersey
$3.42M +$907K +21,111 +39%
KAS
35
Kestra Advisory Services
Texas
$3.25M +$328K +7,633 +12%
SAM
36
Synergy Asset Management
Washington
$2.5M +$2.35M +54,714 New
Citigroup
37
Citigroup
New York
$2.49M -$70.9K -1,650 -3%
Stifel Financial
38
Stifel Financial
Missouri
$2.3M +$860K +20,015 +66%
GVAG
39
Great Valley Advisor Group
Delaware
$2.29M +$1.78M +41,486 +483%
WMP
40
Wealth Management Partners
Arizona
$2.19M +$2.05M +47,730 New
AC
41
Avestar Capital
New York
$2.09M +$1.96M +45,600 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.07M +$226K +5,259 +13%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.05M -$2.68M -62,468 -58%
AWA
44
Arkadios Wealth Advisors
Georgia
$2.03M -$23.3K -543 -1%
IF
45
Intrua Financial
Texas
$2.02M +$102K +2,385 +6%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.01M -$192K -4,460 -9%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.96M +$236K +5,486 +15%
BCM
48
Brookstone Capital Management
Illinois
$1.95M +$146K +3,402 +9%
AssetMark Inc
49
AssetMark Inc
California
$1.89M -$153K -3,566 -8%
SA
50
Strategic Advocates
Utah
$1.86M +$71.8K +1,671 +4%

ARTY Hedge Fund Activity: Q3 2025 in Review

278 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q3 2025, worth a combined $706M — up 93% from $366M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new ARTY positions and 18 closed out — a net gain of 47 holders — while 105 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.65M sold.

  • 278 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q3 2025, up from 234 in Q2 2025.
  • Funds reported $706M of iShares Future AI & Tech ETF stock for Q3 2025, up 93% quarter-over-quarter.
  • 65 funds opened new iShares Future AI & Tech ETF positions in Q3 2025 and 18 closed out, a net change of +47 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q3 2025 was Morgan Stanley, an estimated $47.1M added.
  • The largest iShares Future AI & Tech ETF seller in Q3 2025 was Citadel Advisors, an estimated $3.65M sold.

Based on aggregated 13F filings for Q3 2025.