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ARTY

iShares Future AI & Tech ETF

316 hedge funds and large institutions have $872M invested in iShares Future AI & Tech ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 113 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 29

113% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 53

24% more capital invested

Capital invested by funds: $706M → $872M (+$166M)

14% more funds holding

Funds holding: 278316 (+38)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 45.04%44.23% (-0.82%)

Holders
316
Holders Change
+38
Holders Change %
+13.67%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
68
Increased
113
Reduced
53
Closed
29
Calls
$708K
Puts
Net Calls
+$708K
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
ALC
26
Alexander Labrunerie & Co
Missouri
$4.95M +$78.9K +1,636 +2%
BW
27
BostonPremier Wealth
Massachusetts
$4.43M -$214K -4,434 -5%
LI
28
LRI Investments
Florida
$4.32M +$52.2K +1,083 +1%
Creative Planning
29
Creative Planning
Kansas
$4.26M +$245K +5,081 +6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.19M -$440K -9,119 -9%
SRWM
31
Shira Ridge Wealth Management
California
$4.08M +$3.29M +68,245 +414%
CCA
32
Cora Capital Advisors
New Jersey
$3.85M +$253K +5,253 +7%
5SA
33
5th Street Advisors
Connecticut
$3.84M -$98.4K -2,042 -3%
IFG
34
Independent Financial Group
California
$3.82M -$815K -16,917 -18%
BCM
35
Brookstone Capital Management
Illinois
$3.69M +$1.64M +34,031 +80%
ISFAN
36
Investor's Fiduciary Advisor Network
Washington
$3.09M +$3.1M +64,238 New
KAS
37
Kestra Advisory Services
Texas
$3.01M -$406K -8,424 -12%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.89M +$2.34M +48,513 +420%
Stifel Financial
39
Stifel Financial
Missouri
$2.79M +$365K +7,578 +15%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$2.72M +$1.06M +21,909 +63%
WMP
41
Wealth Management Partners
Arizona
$2.5M +$200K +4,156 +9%
Citigroup
42
Citigroup
New York
$2.49M -$131K -2,717 -5%
GVAG
43
Great Valley Advisor Group
Delaware
$2.4M -$10.8K -224 -0.4%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.23M +$116K +2,397 +5%
AC
45
Avestar Capital
New York
$2.2M
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$2.18M -$6.22K -129 -0.3%
IF
47
Intrua Financial
Texas
$2.17M +$49.1K +1,018 +2%
SA
48
Strategic Advocates
Utah
$2.04M +$56.3K +1,169 +3%
ACM
49
Ardent Capital Management
Ohio
$2.03M +$185K +3,840 +10%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.98M -$174K -3,620 -8%