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ARTY

iShares Future AI & Tech ETF

316 hedge funds and large institutions have $872M invested in iShares Future AI & Tech ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 113 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 29

113% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 53

24% more capital invested

Capital invested by funds: $706M → $872M (+$166M)

14% more funds holding

Funds holding: 278316 (+38)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 45.04%44.23% (-0.82%)

Holders
316
Holders Change
+38
Holders Change %
+13.67%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
68
Increased
113
Reduced
53
Closed
29
Calls
$708K
Puts
Net Calls
+$708K
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
SVWG
126
Shared Vision Wealth Group
United States
$424K
PAW
127
Plan A Wealth
Nebraska
$405K -$175K -3,637 -30%
CM
128
Columbus Macro
Pennsylvania
$402K +$92.2K +1,913 +30%
KWS
129
Keystone Wealth Services
California
$398K -$26K -540 -6%
EH
130
Equitable Holdings
New York
$394K +$169K +3,507 +75%
AWM
131
Apollon Wealth Management
South Carolina
$394K +$28.4K +589 +8%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$382K +$382K +7,928 New
GVCM
133
Global View Capital Management
Wisconsin
$380K +$99.5K +2,065 +35%
IWC
134
Integrated Wealth Concepts
Massachusetts
$379K +$60.6K +1,258 +19%
RIL
135
Rothschild Investment LLC
Illinois
$374K
CPWM
136
Cypress Point Wealth Management
Texas
$372K
MMPW
137
Mitchell McLeod Pugh & Williams
Alabama
$370K
JFG
138
Jefferies Financial Group
New York
$362K -$95.5K -1,981 -21%
Comerica Bank
139
Comerica Bank
Texas
$356K -$4.77K -99 -1%
GIA
140
Gladstone Institutional Advisory
Florida
$354K +$354K +7,338 New
PWM
141
Partners Wealth Management
California
$351K +$6.03K +125 +2%
BCM
142
Berbice Capital Management
New York
$345K
WPW
143
Waldron Private Wealth
Pennsylvania
$344K +$22.7K +470 +7%
CFFP
144
Center for Financial Planning
Michigan
$333K +$98.9K +2,051 +42%
PS
145
Principal Securities
Iowa
$332K +$83.8K +1,739 +34%
SWM
146
SHP Wealth Management
Massachusetts
$325K +$325K +6,735 New
LWL
147
Leo Wealth LLC
Texas
$324K +$324K +6,720 New
ASN
148
Advisory Services Network
Georgia
$323K +$24.9K +517 +8%
SLWA
149
San Luis Wealth Advisors
California
$320K +$320K +6,646 New
Wells Fargo
150
Wells Fargo
California
$318K -$29.8K -619 -9%