ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

230 hedge funds and large institutions have $358M 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, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+21
Holders Change %
+10.05%
% 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
56
Closed
20
Calls
$1.35M
Puts
–
Net Calls
+$1.35M
Net Calls Change
+$1.62M

Top Buyers

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

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
AWA
Arkadios Wealth Advisors
Georgia
$1.84M
3
LPL Financial
LPL Financial
California
$22.3M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
126
Natixis
France
$172K +$172K +4,172 New
SWIG
127
Strategic Wealth Investment Group
Kentucky
$166K +$166K +4,053 New
PS
128
Principal Securities
Iowa
$166K -$16.6K -405 -9%
GWM
129
Geneos Wealth Management
Colorado
$161K -$77.7K -1,894 -33%
Comerica Bank
130
Comerica Bank
Texas
$151K -$11.9K -290 -7%
PWA
131
Physician Wealth Advisors
Utah
$148K – – –
CFFP
132
Center for Financial Planning
Michigan
$132K +$88.9K +2,168 +206%
CA
133
Crewe Advisors
Utah
$127K – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$126K – – –
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$111K -$1.23K -30 -1%
CLOS
136
Compagnie Lombard Odier SCmA
Switzerland
$111K – – –
PA
137
Parallel Advisors
California
$107K -$1.56K -38 -1%
CWP
138
Concord Wealth Partners
Virginia
$99.2K – – –
AF
139
Allworth Financial
California
$93.8K +$15.1K +369 +19%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$92.7K +$47.3K +1,153 +104%
Russell Investments Group
141
Russell Investments Group
United Kingdom
$92.5K +$92.5K +2,256 New
GWS
142
Glassman Wealth Services
Virginia
$91.2K – – –
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$91.2K +$4.1K +100 +5%
AC
144
AlphaCore Capital
California
$88.6K – – –
GWSG
145
GPS Wealth Strategies Group
Colorado
$86.5K -$6.23K -152 -7%
HHGA
146
Halbert Hargrove Global Advisors
California
$83.6K +$83.6K +2,040 New
US Bancorp
147
US Bancorp
Minnesota
$83K -$29.3K -714 -26%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$78.3K – – –
CFD
149
Creative Financial Designs
Indiana
$77.6K -$8.32K -203 -10%
SS
150
Sunbelt Securities
Texas
$75.7K -$9.34K -252 -11%
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