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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: 12 (+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: 316321 (+5)

5.39% less ownership

Funds ownership: 44.23%38.84% (-5.4%)

7% less capital invested

Capital invested by funds: $872M → $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
CI
26
CX Institutional
Indiana
$5.37M +$4.71M +93,846 +437%
ALC
27
Alexander Labrunerie & Co
Missouri
$5.15M +$405K +8,066 +8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.09M +$3.22M +64,177 +142%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$4.9M -$30.8K -614 -0.6%
BW
30
BostonPremier Wealth
Massachusetts
$4.47M +$207K +4,122 +4%
Creative Planning
31
Creative Planning
Kansas
$4.42M +$331K +6,602 +7%
LI
32
LRI Investments
Florida
$4.39M +$243K +4,843 +5%
KAS
33
Kestra Advisory Services
Texas
$4.38M +$1.58M +31,482 +50%
CCA
34
Cora Capital Advisors
New Jersey
$4.12M +$430K +8,559 +11%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.95M -$107K -2,139 -2%
MML Investors Services
36
MML Investors Services
Massachusetts
$3.93M +$1.91M +38,119 +82%
5SA
37
5th Street Advisors
Connecticut
$3.65M -$56K -1,115 -1%
IWA
38
Invera Wealth Advisors
Oregon
$3.29M +$3.55M +70,702 New
IFG
39
Independent Financial Group
California
$2.89M -$859K -17,124 -22%
WMP
40
Wealth Management Partners
Arizona
$2.87M +$490K +9,772 +19%
Stifel Financial
41
Stifel Financial
Missouri
$2.77M +$83.4K +1,662 +3%
Citigroup
42
Citigroup
New York
$2.72M +$342K +6,805 +13%
SWM
43
Steelhead Wealth Management
Virginia
$2.68M +$2.9M +57,693 New
IF
44
Intrua Financial
Texas
$2.62M +$568K +11,315 +25%
FA
45
Fortis Advisors
Pennsylvania
$2.39M +$2.58M +51,354 New
GVAG
46
Great Valley Advisor Group
Delaware
$2.27M -$57.2K -1,140 -2%
QC
47
Quadrature Capital
United Kingdom
$2.25M +$1.55M +30,984 +178%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$2.24M +$635K +12,657 +36%
KWM
49
Kingsview Wealth Management
Oregon
$2.18M -$4.86M -96,754 -67%
MWM
50
Moran Wealth Management
Florida
$2.13M +$424K +8,441 +23%