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
1
Ameriprise
Minnesota
$29.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$52.5M
3
Bank of America
3
Bank of America
North Carolina
$34.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.85M
5
WBG
5
Wharton Business Group
Pennsylvania
$39.6M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
AWA
2
Arkadios Wealth Advisors
Georgia
$1.84M
3
LPL Financial
3
LPL Financial
California
$22.3M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.5M +$11.7M +284,935 +29%
WBG
2
Wharton Business Group
Pennsylvania
$39.6M +$4.67M +113,980 +13%
Bank of America
3
Bank of America
North Carolina
$34.9M +$7.21M +175,854 +26%
Ameriprise
4
Ameriprise
Minnesota
$29.3M +$15.3M +373,969 +109%
LPL Financial
5
LPL Financial
California
$22.3M -$4.1M -99,911 -16%
TWC
6
TD Waterhouse Canada
Ontario, Canada
$12.7M +$105K +2,588 +0.8%
UBS Group
7
UBS Group
Switzerland
$12M -$3M -73,236 -20%
Raymond James Financial
8
Raymond James Financial
Florida
$8.84M +$3.69M +90,054 +72%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$6.09M +$1.61M +39,528 +36%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.87M +$517K +12,616 +10%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$5.85M +$4.98M +121,351 +566%
TF
12
Trek Financial
Arizona
$5.12M +$920K +22,429 +22%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$4.43M +$496K +12,090 +13%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$4.4M +$71.3K +1,738 +2%
LI
15
LRI Investments
Florida
$4.01M +$151K +3,682 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.9M -$748K -18,255 -16%
BW
17
BostonPremier Wealth
Massachusetts
$3.71M +$3.71M +90,563 New
PAG
18
Private Advisor Group
New Jersey
$3.71M +$3.71M +90,407 New
Osaic Holdings
19
Osaic Holdings
Arizona
$3.68M -$301K -8,252 -8%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$3.66M +$1.69M +40,953 +86%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.65M -$14.1K -344 -0.4%
Citadel Advisors
22
Citadel Advisors
Florida
$3.48M +$2.28M +55,521 +189%
5SA
23
5th Street Advisors
Connecticut
$3.08M -$75K -1,829 -2%
Creative Planning
24
Creative Planning
Kansas
$2.78M +$8.57K +209 +0.3%
KAS
25
Kestra Advisory Services
Texas
$2.6M +$1.1M +26,826 +73%
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