ARTY

iShares Future AI & Tech ETF

231 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, 65 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.34M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
51
Phoenix Wealth Advisors
North Carolina
$959K
CC
52
Copperleaf Capital
North Carolina
$957K
Cerity Partners
53
Cerity Partners
New York
$919K
GFG
54
Goldstone Financial Group
Illinois
$833K
CIA
55
Cladis Investment Advisory
Montana
$830K
IA
56
IFP Advisors
Florida
$827K
APWA
57
Atlas Private Wealth Advisors
New Jersey
$818K
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$764K
SJGA
59
Stephen J. Garry & Associates
New York
$755K
SWP
60
Stratos Wealth Partners
Ohio
$701K
PGFC
61
Peapack-Gladstone Financial Corp
New Jersey
$697K
CI
62
CX Institutional
Indiana
$694K
CWM
63
Congress Wealth Management
Massachusetts
$678K
GAM
64
Gemmer Asset Management
California
$657K
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$655K
Corient Private Wealth
66
Corient Private Wealth
Florida
$647K
CIBC World Market
67
CIBC World Market
Ontario, Canada
$645K
MWM
68
Moran Wealth Management
Florida
$636K
HSBC Holdings
69
HSBC Holdings
United Kingdom
$636K
CPRC
70
Consolidated Portfolio Review Corp
New York
$597K
SPIA
71
Steward Partners Investment Advisory
New York
$592K
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$589K
HighTower Advisors
73
HighTower Advisors
Illinois
$571K
CB
74
Community Bank
New York
$533K
MC
75
Matisse Capital
Oregon
$531K