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ARTY

iShares Future AI & Tech ETF

214 hedge funds and large institutions have $255M 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, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

153% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 30

29% more capital invested

Capital invested by funds: $198M → $255M (+$56.7M)

18% more funds holding

Funds holding: 182214 (+32)

5.64% more ownership

Funds ownership: 27.56%33.21% (+5.6%)

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
214
Holders Change
+32
Holders Change %
+17.58%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
76
Reduced
30
Closed
17
Calls
$135K
Puts
$405K
Net Calls
-$270K
Net Calls Change
-$270K
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$227K +$65.2K +1,759 +32%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$222K -$45.3K -1,223 -15%
RIM
103
Rockbridge Investment Management
New York
$219K
JFG
104
Jefferies Financial Group
New York
$209K +$246K +6,630 New
GWM
105
Geneos Wealth Management
Colorado
$208K +$118K +3,183 +121%
PWM
106
Partners Wealth Management
California
$205K -$1.11K -30 -0.5%
CCA
107
Clearwater Capital Advisors
Illinois
$205K -$17.3K -467 -7%
GAM
108
Gemmer Asset Management
California
$203K
HI
109
Harbour Investments
Wisconsin
$178K -$53K -1,430 -20%
PS
110
Principal Securities
Iowa
$165K
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$137K +$57.4K +1,547 +55%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$128K -$34.4K -927 -19%
Comerica Bank
113
Comerica Bank
Texas
$125K +$104K +2,816 +243%
PWA
114
Physician Wealth Advisors
Utah
$113K -$37 -1 -0%
CA
115
Crewe Advisors
Utah
$97.3K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$96.5K -$54.2K -1,462 -32%
US Bancorp
117
US Bancorp
Minnesota
$86.1K +$5.56K +150 +6%
CLOS
118
Compagnie Lombard Odier SCmA
Switzerland
$84.9K +$100K +2,700 New
PA
119
Parallel Advisors
California
$83.6K +$1.45K +39 +1%
CWM
120
Crowley Wealth Management
Delaware
$80.2K +$94.5K +2,550 New
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$76.5K -$12.8K -344 -11%
CWP
122
Concord Wealth Partners
Virginia
$76.1K
SS
123
Sunbelt Securities
Texas
$72.1K +$9.34K +252 +12%
GWSG
124
GPS Wealth Strategies Group
Colorado
$71.1K
GWS
125
Glassman Wealth Services
Virginia
$69.9K

ARTY Hedge Fund Activity: Q1 2025 in Review

214 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Future AI & Tech ETF (ARTY) for Q1 2025, worth a combined $255M — up 29% from $198M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ARTY positions and 17 closed out — a net gain of 34 holders — while 76 added to existing stakes and 30 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $12.9M. The largest seller was Gimbal Financial, exiting entirely with an estimated $3.98M sold.

  • 214 institutional investors held iShares Future AI & Tech ETF (ARTY) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $255M of iShares Future AI & Tech ETF stock for Q1 2025, up 29% quarter-over-quarter.
  • 51 funds opened new iShares Future AI & Tech ETF positions in Q1 2025 and 17 closed out, a net change of +34 holders.
  • The largest iShares Future AI & Tech ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $12.9M added.
  • The largest iShares Future AI & Tech ETF seller in Q1 2025 was Gimbal Financial, an estimated $3.98M sold.

Based on aggregated 13F filings for Q1 2025.