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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.3M 995,401 +256,250 +35%
WBG
2
Wharton Business Group
Pennsylvania
$26.8M 852,322 +53,655 +7%
Bank of America
3
Bank of America
North Carolina
$21.2M 674,690 +166,588 +33%
LPL Financial
4
LPL Financial
California
$20.2M 643,590 +292,295 +83%
UBS Group
5
UBS Group
Switzerland
$11.5M 366,323 +214,798 +142%
FTUS
6
Flow Traders U.S.
New York
$11M 348,950 +348,950 New
Ameriprise
7
Ameriprise
Minnesota
$10.7M 341,549 +40,172 +13%
TWC
8
TD Waterhouse Canada
Ontario, Canada
$9.92M 312,408 +312,388 +1,561,940%
AWA
9
Arkadios Wealth Advisors
Georgia
$7.67M 243,893 +29,909 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.1M 130,466 +18,891 +17%
CCMG
11
Clark Capital Management Group
Pennsylvania
$3.98M 126,554 +126,554 New
Raymond James Financial
12
Raymond James Financial
Florida
$3.95M 125,537 +56,246 +81%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.73M 118,575 +70,652 +147%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.56M 113,287 +33,604 +42%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$3.5M 110,290 +86,721 +368%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.43M 109,194 +25,184 +30%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$3.32M 105,489 +91,130 +635%
TF
18
Trek Financial
Arizona
$3.22M 102,449 +102,449 New
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$3.02M 95,921 +5,864 +7%
LI
20
LRI Investments
Florida
$2.96M 94,115 +90,115 +2,253%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.81M 89,321 +49,512 +124%
5SA
22
5th Street Advisors
Connecticut
$2.42M 76,961 +76,961 New
Creative Planning
23
Creative Planning
Kansas
$2.13M 67,679 -2,237 -3%
CCA
24
Cora Capital Advisors
New Jersey
$1.79M 56,760 +22,144 +64%
Citigroup
25
Citigroup
New York
$1.67M 53,190 +3,951 +8%
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