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 %
AG
201
AmeriFlex Group
Nevada
$725 – – –
SC
202
Stephens Consulting
Michigan
$567 – – –
CA
203
Clearstead Advisors
Ohio
$379 – – –
CW
204
Curio Wealth
Maryland
$371 +$371 +1 New
LWA
205
Lowe Wealth Advisors
Maryland
$346 – – –
EWA
206
EQ Wealth Advisors
Texas
$346 +$346 +11 New
PFM
207
Phillips Financial Management
Indiana
$315 – – –
RF
208
Roxbury Financial
New Jersey
$257 – – –
PWM
209
Proathlete Wealth Management
Florida
$188 +$188 +6 New
CCM
210
Coldstream Capital Management
Washington
$158 +$158 +5 New
GF
211
Gimbal Financial
Indiana
– -$3.98M -107,374 Closed
SWIG
212
Strategic Wealth Investment Group
Kentucky
– -$2.25M -60,800 Closed
DAS
213
Dynamic Advisor Solutions
Arizona
– -$1.92M -51,894 Closed
AWS
214
Atria Wealth Solutions
New York
– -$651K -17,573 Closed
AP
215
Advisors Preferred
Maryland
– -$604K -16,219 Closed
PCA
216
Prosperity Capital Advisors
Ohio
– -$307K -8,283 Closed
IAA
217
Independent Advisor Alliance
North Carolina
– -$262K -7,062 Closed
VA
218
Valmark Advisers
Ohio
– -$253K -6,820 Closed
AIM
219
Advyzon Investment Management
Illinois
– -$248K -6,690 Closed
OLA
220
Oliver Luxxe Assets
New Jersey
– -$213K -5,748 Closed
PAG
221
Private Advisor Group
New Jersey
– -$207K -5,594 Closed
CIAS
222
CBIZ Investment Advisory Services
Ohio
– -$17.1K -462 Closed
OP
223
ORG Partners
Indiana
– -$13.1K -353 Closed
WWA
224
Wingate Wealth Advisors
Massachusetts
– -$11.6K -314 Closed
VHAM
225
Van Hulzen Asset Management
California
– -$3.71K -100 Closed
6 7 8
9
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