ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

209 hedge funds and large institutions have $253M invested in iShares Future AI & Tech ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 17 closing their positions.

Holders
209
Holders Change
+32
Holders Change %
+18.08%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
76
Reduced
27
Closed
17
Calls
$135K
Puts
$405K
Net Calls
-$270K
Net Calls Change
-$270K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$11M
2
TWC
2
TD Waterhouse Canada
Ontario, Canada
$9.92M
3
LPL Financial
3
LPL Financial
California
$20.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.3M
5
UBS Group
5
UBS Group
Switzerland
$11.5M

Top Sellers

1
GF
1
Gimbal Financial
Indiana
$0
2
SWIG
2
Strategic Wealth Investment Group
Kentucky
$0
3
DAS
3
Dynamic Advisor Solutions
Arizona
$0
4
GS
4
GTS Securities
New York
$861K
5
Wells Fargo
5
Wells Fargo
California
$56.4K
Name Market Value Shares Shares
Change 		Shares
Change %
GS
51
GWN Securities
Florida
$765K 24,325 +24,325 New
HI
52
Hudock Inc
Pennsylvania
$763K 24,249 +24,249 New
PWA
53
Phoenix Wealth Advisors
North Carolina
$745K 23,696 +318 +1%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$743K 23,611 +673 +3%
CC
55
Copperleaf Capital
North Carolina
$740K 23,530 +1,641 +7%
AWA
56
Amplius Wealth Advisors
Pennsylvania
$691K 21,960 +21,960 New
Cerity Partners
57
Cerity Partners
New York
$689K 21,918 +9,334 +74%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$674K 21,424 +3,936 +23%
APWA
59
Atlas Private Wealth Advisors
New Jersey
$627K 19,940 – –
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$579K 18,410 +18,410 New
Corient Private Wealth
61
Corient Private Wealth
Florida
$569K 18,086 +515 +3%
SWP
62
Stratos Wealth Partners
Ohio
$549K 17,444 +1,187 +7%
GFG
63
Goldstone Financial Group
Illinois
$537K 17,086 +7,147 +72%
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$535K 17,000 – –
CIA
65
Cladis Investment Advisory
Montana
$514K 16,355 +16,355 New
PA
66
PFG Advisors
Arizona
$477K 15,157 +3,858 +34%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$472K 15,000 +1,055 +8%
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$469K 12,661 – –
OMC
69
Old Mission Capital
Illinois
$466K 14,822 +14,822 New
LAS
70
Legacy Advisory Services
Pennsylvania
$456K 14,505 +14,505 New
HighTower Advisors
71
HighTower Advisors
Illinois
$448K 14,249 +3,983 +39%
CPRC
72
Consolidated Portfolio Review Corp
New York
$448K 14,243 -73 -0.5%
MC
73
Matisse Capital
Oregon
$418K 13,291 +810 +6%
CB
74
Community Bank
New York
$409K 13,000 +13,000 New
Financial Engines Advisors
75
Financial Engines Advisors
California
$379K 12,044 -512 -4%
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3
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