ARTY

iShares Future AI & Tech ETF
ARTY

Overview Fund Activity

209 hedge funds and large institutions have $253M invested in iShares Future AI & Tech ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+32
Holders Change %
+18.08%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
76
Reduced
27
Closed
17
Calls
$135K
Puts
$405K
Net Calls
-$270K
Net Calls Change
-$270K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$11M
2
TWC
2
TD Waterhouse Canada
Ontario, Canada
$9.92M
3
LPL Financial
3
LPL Financial
California
$20.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.3M
5
UBS Group
5
UBS Group
Switzerland
$11.5M

Top Sellers

1
GF
1
Gimbal Financial
Indiana
$0
2
SWIG
2
Strategic Wealth Investment Group
Kentucky
$0
3
DAS
3
Dynamic Advisor Solutions
Arizona
$0
4
GS
4
GTS Securities
New York
$861K
5
Wells Fargo
5
Wells Fargo
California
$56.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
176
JDM Financial Group
Texas
$5.14K – – –
MWM
177
Mascoma Wealth Management
New Hampshire
$5.1K – – –
TCOV
178
Trust Company of Vermont
Vermont
$5.03K – – –
GWSA
179
Global Wealth Strategies & Associates
Colorado
$4.91K – – –
BC
180
Barrett & Company
Rhode Island
$4.72K – – –
SWA
181
SOA Wealth Advisors
New York
$4.64K – – –
VCM
182
Versant Capital Management
Arizona
$4.5K – – –
DF
183
Dunhill Financial
United Kingdom
$3.98K – – –
KFI
184
Key Financial Inc
Pennsylvania
$3.96K – – –
MSWM
185
Mowery & Schoenfeld Wealth Management
Illinois
$3.68K +$3.68K +117 New
AP
186
Aspect Partners
Virginia
$3.62K +$3.62K +115 New
ADL
187
Asset Dedication LLC
California
$3.15K – – –
SWM
188
Spire Wealth Management
Virginia
$3.15K – – –
HR
189
Howe & Rusling
New York
$3.15K +$3.15K +100 New
LRWM
190
Lord & Richards Wealth Management
Colorado
$3.11K +$3.11K +99 New
IWP
191
IAG Wealth Partners
Wisconsin
$2.86K +$2.86K +91 New
PTC
192
Private Trust Company
Ohio
$2.14K +$2.14K +68 New
PWAM
193
Private Wealth Asset Management
Iowa
$1.89K +$1.89K +60 New
WP
194
WealthShield Partners
North Carolina
$1.82K +$1.82K +58 New
PGAM
195
Princeton Global Asset Management
New Jersey
$1.73K -$2.67K -85 -61%
QC
196
Quent Capital
New York
$1.57K +$1.57K +50 New
LFG
197
Larson Financial Group
Missouri
$1.48K – – –
BCMLT
198
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.26K – – –
BWL
199
Bogart Wealth LLC
Virginia
$881 – – –
AWM
200
Abound Wealth Management
Tennessee
$787 +$787 +25 New
6 7
8
9 10