ARTY

iShares Future AI & Tech ETF

210 hedge funds and large institutions have $253M 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, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.72% more ownership

Funds ownership: 27.22%32.94% (+5.7%)

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
210
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
$135K
Puts
$405K
Net Calls
Net Calls Change

Top Buyers

1 +$11M
2 +$9.91M
3 +$9.19M
4
Morgan Stanley
Morgan Stanley
New York
+$8.06M
5
UBS Group
UBS Group
Switzerland
+$6.76M

Top Sellers

1 -$3.98M
2 -$2.25M
3 -$1.92M
4
GS
GTS Securities
New York
-$1.18M
5
Wells Fargo
Wells Fargo
California
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GWN Securities
Florida
$765K
HI
52
Hudock Inc
Pennsylvania
$763K
PWA
53
Phoenix Wealth Advisors
North Carolina
$745K
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$743K
CC
55
Copperleaf Capital
North Carolina
$740K
AWA
56
Amplius Wealth Advisors
Pennsylvania
$691K
Cerity Partners
57
Cerity Partners
New York
$689K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$674K
APWA
59
Atlas Private Wealth Advisors
New Jersey
$627K
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$579K
Corient Private Wealth
61
Corient Private Wealth
Florida
$569K
SWP
62
Stratos Wealth Partners
Ohio
$549K
GFG
63
Goldstone Financial Group
Illinois
$537K
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$535K
CIA
65
Cladis Investment Advisory
Montana
$514K
PA
66
PFG Advisors
Arizona
$477K
CIBC World Market
67
CIBC World Market
Ontario, Canada
$472K
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$469K
OMC
69
Old Mission Capital
Illinois
$466K
LAS
70
Legacy Advisory Services
Pennsylvania
$456K
HighTower Advisors
71
HighTower Advisors
Illinois
$448K
CPRC
72
Consolidated Portfolio Review Corp
New York
$448K
MC
73
Matisse Capital
Oregon
$418K
CB
74
Community Bank
New York
$409K
Financial Engines Advisors
75
Financial Engines Advisors
California
$379K