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ARTY

iShares Future AI & Tech ETF

321 hedge funds and large institutions have $814M invested in iShares Future AI & Tech ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 106 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

49% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 71

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

10% more call options, than puts

Call options by funds: $847K | Put options by funds: $768K

2% more funds holding

Funds holding: 316321 (+5)

5.39% less ownership

Funds ownership: 44.23%38.84% (-5.4%)

7% less capital invested

Capital invested by funds: $872M → $814M (-$58M)

Holders
321
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
40
Increased
106
Reduced
71
Closed
29
Calls
$847K
Puts
$768K
Net Calls
+$79K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
76
Wealth Management Associates
New Jersey
$1.17M +$104K +2,076 +9%
KPWS
77
Kestra Private Wealth Services
Texas
$1.13M +$1.22M +24,341 New
WIA
78
World Investment Advisors
California
$1.1M +$43.7K +871 +4%
SA
79
Sanctuary Advisors
Indiana
$1.08M +$137K +2,737 +13%
PWA
80
Phoenix Wealth Advisors
North Carolina
$1.06M -$31.7K -632 -3%
SF
81
Summit Financial
New Jersey
$1.03M +$24.5K +489 +2%
WWA
82
WCG Wealth Advisors
Nevada
$993K +$458K +9,129 +75%
AFA
83
Antonelli Financial Advisors
Michigan
$990K +$1.07M +21,281 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$948K -$570K -11,348 -36%
CIA
85
Cladis Investment Advisory
Montana
$921K
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$841K -$730K -14,543 -45%
IWM
87
IHT Wealth Management
Illinois
$836K +$80.1K +1,597 +10%
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$791K
BCM
89
Brookstone Capital Management
Illinois
$778K -$3.01M -59,951 -78%
PTP
90
Platform Technology Partners
New York
$778K +$208K +4,151 +33%
IAA
91
Independent Advisor Alliance
North Carolina
$770K +$831K +16,555 New
Baird Financial Group
92
Baird Financial Group
Wisconsin
$767K +$82.6K +1,645 +11%
CIA
93
Concurrent Investment Advisors
Florida
$716K +$46.4K +925 +6%
LIM
94
Leavell Investment Management
Alabama
$711K +$442K +8,815 +136%
IWC
95
Integrated Wealth Concepts
Massachusetts
$699K +$359K +7,157 +91%
FPW
96
Flagship Private Wealth
Massachusetts
$696K +$74.7K +1,488 +11%
CAM
97
Cresset Asset Management
Illinois
$690K -$57.6K -1,148 -7%
Financial Engines Advisors
98
Financial Engines Advisors
California
$686K -$602 -12 -0.1%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$685K +$80.1K +1,597 +12%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$680K +$170K +3,381 +30%