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ARTY

iShares Future AI & Tech ETF

316 hedge funds and large institutions have $872M invested in iShares Future AI & Tech ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 113 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 29

113% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 53

24% more capital invested

Capital invested by funds: $706M → $872M (+$166M)

14% more funds holding

Funds holding: 278316 (+38)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 45.04%44.23% (-0.82%)

Holders
316
Holders Change
+38
Holders Change %
+13.67%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
68
Increased
113
Reduced
53
Closed
29
Calls
$708K
Puts
Net Calls
+$708K
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
51
Opus Capital Group
Ohio
$1.83M +$1.83M +38,028 New
MWM
52
Moran Wealth Management
Florida
$1.8M +$495K +10,274 +38%
PAG
53
Private Advisor Group
New Jersey
$1.79M -$5.87M -121,708 -77%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$1.71M +$104K +2,165 +6%
SJGA
55
Stephen J. Garry & Associates
New York
$1.63M +$70.9K +1,470 +5%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$1.59M -$2.44M -50,680 -62%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$1.57M -$487K -10,110 -24%
GFG
58
Goldstone Financial Group
Illinois
$1.57M +$330K +6,844 +27%
SP
59
Stonebrook Private
Michigan
$1.57M +$1.57M +32,527 New
CIG
60
Cascade Investment Group
Colorado
$1.57M +$136K +2,825 +10%
Corient Private Wealth
61
Corient Private Wealth
Florida
$1.56M +$812K +16,855 +108%
AWA
62
Arkadios Wealth Advisors
Georgia
$1.54M -$599K -12,422 -28%
OIA
63
OneDigital Investment Advisors
Kansas
$1.51M +$63.1K +1,310 +4%
CA
64
Continuum Advisory
Idaho
$1.49M +$97K +2,013 +7%
AWM
65
AE Wealth Management
Kansas
$1.49M -$418K -8,667 -22%
WA
66
Waddell & Associates
Tennessee
$1.48M
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.48M +$132K +2,748 +10%
HHRDM
68
H&H Retirement Design & Management
Nevada
$1.45M +$80.6K +1,673 +6%
Cerity Partners
69
Cerity Partners
New York
$1.4M +$213K +4,412 +18%
GS
70
GWN Securities
Florida
$1.35M +$72.3K +1,500 +6%
HI
71
Hudock Inc
Pennsylvania
$1.32M +$28.8K +598 +2%
GAM
72
Gemmer Asset Management
California
$1.28M +$200K +4,143 +18%
IA
73
IFP Advisors
Florida
$1.27M +$309K +6,408 +32%
PWA
74
Phoenix Wealth Advisors
North Carolina
$1.13M -$1.4K -29 -0.1%
WMA
75
Wealth Management Associates
New Jersey
$1.11M +$147K +3,050 +15%