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ARTY

iShares Future AI & Tech ETF

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: 182214 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.3M +$9.5M +256,250 +35%
WBG
2
Wharton Business Group
Pennsylvania
$26.8M +$1.99M +53,655 +7%
Bank of America
3
Bank of America
North Carolina
$21.2M +$6.18M +166,588 +33%
LPL Financial
4
LPL Financial
California
$20.2M +$10.8M +292,295 +83%
UBS Group
5
UBS Group
Switzerland
$11.5M +$7.96M +214,798 +142%
FTUS
6
Flow Traders U.S.
New York
$11M +$12.9M +348,950 New
Ameriprise
7
Ameriprise
Minnesota
$10.7M +$1.49M +40,172 +13%
TWC
8
TD Waterhouse Canada
Ontario, Canada
$9.92M +$11.6M +312,388 +1,561,940%
AWA
9
Arkadios Wealth Advisors
Georgia
$7.67M +$1.11M +29,909 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.1M +$700K +18,891 +17%
CCMG
11
Clark Capital Management Group
Pennsylvania
$3.98M +$4.69M +126,554 New
Raymond James Financial
12
Raymond James Financial
Florida
$3.95M +$2.09M +56,246 +81%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.73M +$2.62M +70,652 +147%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.56M +$1.25M +33,604 +42%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$3.5M +$3.22M +86,721 +368%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.43M +$934K +25,184 +30%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$3.32M +$3.38M +91,130 +635%
TF
18
Trek Financial
Arizona
$3.22M +$3.8M +102,449 New
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$3.02M +$217K +5,864 +7%
LI
20
LRI Investments
Florida
$2.96M +$3.34M +90,115 +2,253%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.81M +$1.84M +49,512 +124%
5SA
22
5th Street Advisors
Connecticut
$2.42M +$2.85M +76,961 New
Creative Planning
23
Creative Planning
Kansas
$2.13M -$82.9K -2,237 -3%
CCA
24
Cora Capital Advisors
New Jersey
$1.79M +$821K +22,144 +64%
Citigroup
25
Citigroup
New York
$1.67M +$146K +3,951 +8%

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.