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 %
MDA
201
Minot DeBlois Advisors
Massachusetts
$6.77K – – –
JFG
202
JDM Financial Group
Texas
$6.7K – – –
MWM
203
Mascoma Wealth Management
New Hampshire
$6.64K – – –
TCOV
204
Trust Company of Vermont
Vermont
$6.56K – – –
GWSA
205
Global Wealth Strategies & Associates
Colorado
$6.4K – – –
BC
206
Barrett & Company
Rhode Island
$6.15K – – –
SWM
207
Spire Wealth Management
Virginia
$6.15K +$2.05K +50 +50%
SWA
208
SOA Wealth Advisors
New York
$6.04K – – –
VCM
209
Versant Capital Management
Arizona
$5.86K – – –
DF
210
Dunhill Financial
United Kingdom
$5.19K -$41 -1 -0.8%
KFI
211
Key Financial Inc
Pennsylvania
$5.17K – – –
NS
212
NBC Securities
Alabama
$5K -$2.5K -70 -33%
HR
213
Howe & Rusling
New York
$4.1K – – –
ADL
214
Asset Dedication LLC
California
$4.1K – – –
AP
215
Aspect Partners
Virginia
$3.9K -$820 -20 -17%
AIM
216
Anchor Investment Management
South Carolina
$3.08K +$3.08K +75 New
VWM
217
Vermillion Wealth Management
Minnesota
$2.46K -$72K -1,757 -97%
PWAM
218
Private Wealth Asset Management
Iowa
$2.46K – – –
PGAM
219
Princeton Global Asset Management
New Jersey
$2.26K – – –
LFG
220
Larson Financial Group
Missouri
$1.93K – – –
BCMLT
221
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.64K – – –
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$1.27K +$1.27K +31 New
EB
223
Eastern Bank
Massachusetts
$1.23K +$1.23K +30 New
AG
224
AmeriFlex Group
Nevada
$938 – – –
SC
225
Stephens Consulting
Michigan
$697 -$41 -1 -6%
7 8
9
10 11