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ARTY

iShares Future AI & Tech ETF

316 hedge funds and large institutions have $872M invested in iShares Future AI & Tech ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 113 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 29

113% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 53

24% more capital invested

Capital invested by funds: $706M → $872M (+$166M)

14% more funds holding

Funds holding: 278316 (+38)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 45.04%44.23% (-0.82%)

Holders
316
Holders Change
+38
Holders Change %
+13.67%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
68
Increased
113
Reduced
53
Closed
29
Calls
$708K
Puts
Net Calls
+$708K
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$126M +$11.3M +234,478 +10%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$101M +$42.8M +888,045 +74%
Bank of America
3
Bank of America
North Carolina
$64.8M +$9.11M +189,081 +16%
LPL Financial
4
LPL Financial
California
$53.6M +$6.33M +131,297 +13%
HP
5
Hancock Prospecting
Australia
$50.8M
Ameriprise
6
Ameriprise
Minnesota
$49.1M -$14.7M -304,524 -23%
WBG
7
Wharton Business Group
Pennsylvania
$46M -$1.66M -34,360 -3%
AssetMark Inc
8
AssetMark Inc
California
$30.4M +$28.4M +590,228 +1,433%
Osaic Holdings
9
Osaic Holdings
Arizona
$17.5M +$3.19M +66,258 +22%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$16.3M +$5.48M +113,732 +51%
UBS Group
11
UBS Group
Switzerland
$16.3M +$223K +4,619 +1%
Raymond James Financial
12
Raymond James Financial
Florida
$16.2M +$4.96M +102,862 +44%
Brown Advisory
13
Brown Advisory
Maryland
$14.7M +$14.7M +304,299 New
HighTower Advisors
14
HighTower Advisors
Illinois
$12.3M +$2.82M +58,451 +30%
SWP
15
Stratos Wealth Partners
Ohio
$10.8M +$1.08M +22,494 +11%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$9.49M +$2.66M +55,101 +39%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.51M +$1.02M +21,218 +14%
TF
18
Trek Financial
Arizona
$8.16M +$704K +14,612 +9%
TWC
19
TD Waterhouse Canada
Ontario, Canada
$8.07M -$7.37M -152,848 -48%
Mariner
20
Mariner
Kansas
$7.33M +$5.67M +117,620 +340%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$6.97M +$1.38M +28,595 +25%
KWM
22
Kingsview Wealth Management
Oregon
$6.92M +$6.6M +136,838 +2,024%
NP
23
NorthRock Partners
Minnesota
$6.27M +$1.26M +26,170 +25%
MWM
24
McNaughton Wealth Management
California
$6.17M +$715K +14,838 +13%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$5.1M -$9.06K -188 -0.2%