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ARTY

iShares Future AI & Tech ETF

214 hedge funds and large institutions have $255M invested in iShares Future AI & Tech ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

153% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 30

29% more capital invested

Capital invested by funds: $198M → $255M (+$56.7M)

18% more funds holding

Funds holding: 182214 (+32)

5.64% more ownership

Funds ownership: 27.56%33.21% (+5.6%)

67% less call options, than puts

Call options by funds: $135K | Put options by funds: $405K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
214
Holders Change
+32
Holders Change %
+17.58%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
76
Reduced
30
Closed
17
Calls
$135K
Puts
$405K
Net Calls
-$270K
Net Calls Change
-$270K
Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
51
H&H Retirement Design & Management
Nevada
$776K -$2.23K -60 -0.2%
GS
52
GWN Securities
Florida
$765K +$902K +24,325 New
HI
53
Hudock Inc
Pennsylvania
$763K +$899K +24,249 New
PWA
54
Phoenix Wealth Advisors
North Carolina
$745K +$11.8K +318 +1%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$743K +$25K +673 +3%
CC
56
Copperleaf Capital
North Carolina
$740K +$60.8K +1,641 +7%
AWA
57
Amplius Wealth Advisors
Pennsylvania
$691K +$814K +21,960 New
Cerity Partners
58
Cerity Partners
New York
$689K +$346K +9,334 +74%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$674K +$146K +3,936 +23%
APWA
60
Atlas Private Wealth Advisors
New Jersey
$627K
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$579K +$683K +18,410 New
Corient Private Wealth
62
Corient Private Wealth
Florida
$569K +$19.1K +515 +3%
SWP
63
Stratos Wealth Partners
Ohio
$549K +$44K +1,187 +7%
GFG
64
Goldstone Financial Group
Illinois
$537K +$265K +7,147 +72%
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$535K
CIA
66
Cladis Investment Advisory
Montana
$514K +$606K +16,355 New
PA
67
PFG Advisors
Arizona
$477K +$143K +3,858 +34%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$472K +$39.1K +1,055 +8%
GJIA
69
Glass Jacobson Investment Advisors
Maryland
$469K
OMC
70
Old Mission Capital
Illinois
$466K +$550K +14,822 New
LAS
71
Legacy Advisory Services
Pennsylvania
$456K -$37 -1 -0%
SA
72
Sanctuary Advisors
Indiana
$455K -$92.6K -2,497 -15%
HighTower Advisors
73
HighTower Advisors
Illinois
$448K +$148K +3,983 +39%
CPRC
74
Consolidated Portfolio Review Corp
New York
$448K -$2.71K -73 -0.5%
MC
75
Matisse Capital
Oregon
$418K +$30K +810 +6%

ARTY Hedge Fund Activity: Q1 2025 in Review

214 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2025, worth a combined $255M — up 29% from $198M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ARTY positions and 17 closed out — a net gain of 34 holders — while 76 added to existing stakes and 30 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $12.9M. The largest seller was Gimbal Financial, exiting entirely with an estimated $3.98M sold.

  • 214 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $255M of iShares Future AI & Tech ETF stock for Q1 2025, up 29% quarter-over-quarter.
  • 51 funds opened new iShares Future AI & Tech ETF positions in Q1 2025 and 17 closed out, a net change of +34 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $12.9M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2025 was Gimbal Financial, an estimated $3.98M sold.

Based on aggregated 13F filings for Q1 2025.