ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

230 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, 66 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+21
Holders Change %
+10.05%
% 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
56
Closed
20
Calls
$1.35M
Puts
–
Net Calls
+$1.35M
Net Calls Change
+$1.62M

Top Buyers

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

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
AWA
Arkadios Wealth Advisors
Georgia
$1.84M
3
LPL Financial
LPL Financial
California
$22.3M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
51
Phoenix Wealth Advisors
North Carolina
$959K -$12.2K -298 -1%
CC
52
Copperleaf Capital
North Carolina
$957K -$7.38K -180 -0.8%
Cerity Partners
53
Cerity Partners
New York
$919K +$20.5K +500 +2%
GFG
54
Goldstone Financial Group
Illinois
$833K +$127K +3,072 +18%
CIA
55
Cladis Investment Advisory
Montana
$830K +$160K +3,900 +24%
IA
56
IFP Advisors
Florida
$827K +$763K +18,601 +1,180%
APWA
57
Atlas Private Wealth Advisors
New Jersey
$818K – – –
Corient Private Wealth
58
Corient Private Wealth
Florida
$765K +$23K +560 +3%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$764K +$9.27K +226 +1%
SJGA
60
Stephen J. Garry & Associates
New York
$755K +$755K +18,415 New
SWP
61
Stratos Wealth Partners
Ohio
$701K -$14.6K -357 -2%
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$697K – – –
CI
63
CX Institutional
Indiana
$694K +$256K +6,250 +59%
CWM
64
Congress Wealth Management
Massachusetts
$678K +$678K +16,532 New
GAM
65
Gemmer Asset Management
California
$657K +$392K +9,564 +148%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$655K +$655K +15,973 New
CIBC World Market
67
CIBC World Market
Ontario, Canada
$645K +$30.3K +740 +5%
MWM
68
Moran Wealth Management
Florida
$636K +$302K +7,369 +91%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$636K +$636K +15,500 New
CPRC
70
Consolidated Portfolio Review Corp
New York
$597K +$13K +318 +2%
SPIA
71
Steward Partners Investment Advisory
New York
$592K +$233K +5,671 +65%
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$589K +$69.9K +1,706 +13%
HighTower Advisors
73
HighTower Advisors
Illinois
$571K -$13K -318 -2%
CB
74
Community Bank
New York
$533K – – –
MC
75
Matisse Capital
Oregon
$531K -$13.5K -330 -2%
1 2
3
4 5