ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

229 hedge funds and large institutions have $357M 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, 55 reducing their positions, and 19 closing their positions.

Holders
229
Holders Change
+20
Holders Change %
+9.57%
% 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
55
Closed
19
Calls
$1.35M
Puts
–
Net Calls
+$1.35M
Net Calls Change
+$1.62M

Top Buyers

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

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
AWA
2
Arkadios Wealth Advisors
Georgia
$1.84M
3
LPL Financial
3
LPL Financial
California
$22.3M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
N
126
Natixis
France
$172K 4,172 +4,172 New
SWIG
127
Strategic Wealth Investment Group
Kentucky
$166K 4,053 +4,053 New
PS
128
Principal Securities
Iowa
$166K 4,042 -405 -9%
GWM
129
Geneos Wealth Management
Colorado
$161K 3,928 -1,894 -33%
Comerica Bank
130
Comerica Bank
Texas
$151K 3,683 -290 -7%
PWA
131
Physician Wealth Advisors
Utah
$148K 3,599 – –
CFFP
132
Center for Financial Planning
Michigan
$132K 3,222 +2,168 +206%
CA
133
Crewe Advisors
Utah
$127K 3,093 – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$126K 3,068 – –
CLOS
135
Compagnie Lombard Odier SCmA
Switzerland
$111K 2,700 – –
PA
136
Parallel Advisors
California
$107K 2,619 -38 -1%
CWP
137
Concord Wealth Partners
Virginia
$99.2K 2,419 – –
AF
138
Allworth Financial
California
$93.8K 2,287 +369 +19%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$92.7K 2,261 +1,153 +104%
Russell Investments Group
140
Russell Investments Group
United Kingdom
$92.5K 2,256 +2,256 New
GWS
141
Glassman Wealth Services
Virginia
$91.2K 2,224 – –
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$91.2K 2,224 +100 +5%
AC
143
AlphaCore Capital
California
$88.6K 2,162 – –
GWSG
144
GPS Wealth Strategies Group
Colorado
$86.5K 2,110 -152 -7%
HHGA
145
Halbert Hargrove Global Advisors
California
$83.6K 2,040 +2,040 New
US Bancorp
146
US Bancorp
Minnesota
$83K 2,024 -714 -26%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$78.3K 1,909 – –
CFD
148
Creative Financial Designs
Indiana
$77.6K 1,892 -203 -10%
SS
149
Sunbelt Securities
Texas
$75.7K 2,042 -252 -11%
TFG
150
Team Financial Group
California
$74.5K 1,818 +1,818 New
4 5
6
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