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
WWA
76
WCG Wealth Advisors
Nevada
$375K
CI
77
CX Institutional
Indiana
$336K
FOR
78
Family Office Research
Maryland
$326K
PAS
79
Park Avenue Securities
New York
$321K
WIA
80
World Investment Advisors
California
$318K
SFFS
81
Stonehage Fleming Financial Services
Jersey
$314K
FFG
82
Fiduciary Financial Group
California
$303K
HWM
83
HB Wealth Management
Georgia
$299K
AAS
84
Avantax Advisory Services
Texas
$293K
ASN
85
Advisory Services Network
Georgia
$283K
CIA
86
Concurrent Investment Advisors
Florida
$281K
WGCA
87
Wolf Group Capital Advisors
Virginia
$281K
SPIA
88
Steward Partners Investment Advisory
New York
$276K
FHA
89
First Horizon Advisors
Tennessee
$272K
UCFA
90
United Capital Financial Advisors
Texas
$260K
CAM
91
Cresset Asset Management
Illinois
$259K
MWM
92
Moran Wealth Management
Florida
$256K
RIL
93
Rothschild Investment LLC
Illinois
$244K
FFA
94
Farther Finance Advisors
California
$240K
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$238K
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$234K
MMPW
97
Mitchell McLeod Pugh & Williams
Alabama
$229K
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$227K
Baird Financial Group
99
Baird Financial Group
Wisconsin
$222K
RIM
100
Rockbridge Investment Management
New York
$219K