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ARTY

iShares Future AI & Tech ETF
ARTY

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: 182 → 214 (+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: 1 → 0 (-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

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$12.9M
2
TWC
TD Waterhouse Canada
Ontario, Canada
+$11.6M
3
LPL Financial
LPL Financial
California
+$10.8M
4
Morgan Stanley
Morgan Stanley
New York
+$9.5M
5
UBS Group
UBS Group
Switzerland
+$7.96M

Top Sellers

Rank Fund Capital Flow
1
GF
Gimbal Financial
Indiana
-$3.98M
2
SWIG
Strategic Wealth Investment Group
Kentucky
-$2.25M
3
DAS
Dynamic Advisor Solutions
Arizona
-$1.92M
4
GS
GTS Securities
New York
-$1.39M
5
Wells Fargo
Wells Fargo
California
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
176
NBC Securities
Alabama
$6K +$7.79K +210 New
IWM
177
IMG Wealth Management
Florida
$5.63K +$6.64K +179 New
MCM
178
MAI Capital Management
Ohio
$5.52K +$185 +5 +3%
MDA
179
Minot DeBlois Advisors
Massachusetts
$5.19K – – –
JFG
180
JDM Financial Group
Texas
$5.14K – – –
MWM
181
Mascoma Wealth Management
New Hampshire
$5.09K – – –
TCOV
182
Trust Company of Vermont
Vermont
$5.03K – – –
GWSA
183
Global Wealth Strategies & Associates
Colorado
$4.91K – – –
BC
184
Barrett & Company
Rhode Island
$4.72K – – –
SWA
185
SOA Wealth Advisors
New York
$4.64K – – –
VCM
186
Versant Capital Management
Arizona
$4.5K – – –
DF
187
Dunhill Financial
United Kingdom
$3.98K – – –
KFI
188
Key Financial Inc
Pennsylvania
$3.96K – – –
MSWM
189
Mowery & Schoenfeld Wealth Management
Illinois
$3.68K +$4.34K +117 New
AP
190
Aspect Partners
Virginia
$3.62K +$4.26K +115 New
ADL
191
Asset Dedication LLC
California
$3.15K – – –
SWM
192
Spire Wealth Management
Virginia
$3.15K – – –
HR
193
Howe & Rusling
New York
$3.15K +$3.71K +100 New
LRWM
194
Lord & Richards Wealth Management
Colorado
$3.11K +$3.67K +99 New
IWP
195
IAG Wealth Partners
Wisconsin
$2.86K +$3.37K +91 New
PTC
196
Private Trust Company
Ohio
$2.14K +$2.52K +68 New
PWAM
197
Private Wealth Asset Management
Iowa
$1.89K +$2.23K +60 New
WP
198
WealthShield Partners
North Carolina
$1.82K +$2.15K +58 New
PGAM
199
Princeton Global Asset Management
New Jersey
$1.73K -$3.15K -85 -61%
QC
200
Quent Capital
New York
$1.57K +$1.85K +50 New
6 7
8
9 10

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.