ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

229 hedge funds and large institutions have $357M 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, 55 reducing their positions, and 19 closing their positions.

Holders
229
Holders Change
+20
Holders Change %
+9.57%
% 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
55
Closed
19
Calls
$1.35M
Puts
–
Net Calls
+$1.35M
Net Calls Change
+$1.62M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$29.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$52.5M
3
Bank of America
3
Bank of America
North Carolina
$34.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.85M
5
WBG
5
Wharton Business Group
Pennsylvania
$39.6M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
AWA
2
Arkadios Wealth Advisors
Georgia
$1.84M
3
LPL Financial
3
LPL Financial
California
$22.3M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
51
Phoenix Wealth Advisors
North Carolina
$959K 23,398 -298 -1%
CC
52
Copperleaf Capital
North Carolina
$957K 23,350 -180 -0.8%
Cerity Partners
53
Cerity Partners
New York
$919K 22,418 +500 +2%
GFG
54
Goldstone Financial Group
Illinois
$833K 20,158 +3,072 +18%
CIA
55
Cladis Investment Advisory
Montana
$830K 20,255 +3,900 +24%
IA
56
IFP Advisors
Florida
$827K 20,178 +18,601 +1,180%
APWA
57
Atlas Private Wealth Advisors
New Jersey
$818K 19,940 – –
Corient Private Wealth
58
Corient Private Wealth
Florida
$765K 18,646 +560 +3%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$764K 18,636 +226 +1%
SJGA
60
Stephen J. Garry & Associates
New York
$755K 18,415 +18,415 New
SWP
61
Stratos Wealth Partners
Ohio
$701K 17,087 -357 -2%
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$697K 17,000 – –
CI
63
CX Institutional
Indiana
$694K 16,925 +6,250 +59%
CWM
64
Congress Wealth Management
Massachusetts
$678K 16,532 +16,532 New
GAM
65
Gemmer Asset Management
California
$657K 16,014 +9,564 +148%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$655K 15,973 +15,973 New
CIBC World Market
67
CIBC World Market
Ontario, Canada
$645K 15,740 +740 +5%
MWM
68
Moran Wealth Management
Florida
$636K 15,507 +7,369 +91%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$636K 15,500 +15,500 New
CPRC
70
Consolidated Portfolio Review Corp
New York
$597K 14,561 +318 +2%
SPIA
71
Steward Partners Investment Advisory
New York
$592K 14,441 +5,671 +65%
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$589K 14,367 +1,706 +13%
HighTower Advisors
73
HighTower Advisors
Illinois
$571K 13,931 -318 -2%
CB
74
Community Bank
New York
$533K 13,000 – –
MC
75
Matisse Capital
Oregon
$531K 12,961 -330 -2%
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3
4 5