BAI

iShares A.I. Innovation and Tech Active ETF

272 hedge funds and large institutions have $1.97B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 247 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
272
Holders Change
+245
Holders Change %
+907.41%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
247
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$26K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$634M 21,973,766 +21,973,766 New
LPL Financial
2
LPL Financial
California
$219M 7,593,595 +7,293,899 +2,434%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$114M 3,938,293 +3,938,184 +3,613,013%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$76M 2,634,012 +2,634,012 New
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$63.2M 2,189,223 +2,189,223 New
Morgan Stanley
6
Morgan Stanley
New York
$52.7M 1,827,247 +1,827,247 New
MML Investors Services
7
MML Investors Services
Massachusetts
$50.4M 1,746,655 +1,746,655 New
OIA
8
OneDigital Investment Advisors
Kansas
$33.2M 1,150,453 +1,150,453 New
PPW
9
Parcion Private Wealth
Washington
$30.7M 1,063,208 +1,063,208 New
NA
10
NewEdge Advisors
Louisiana
$29.5M 1,022,658 +1,022,353 +335,198%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$28.6M 992,904 +20,518 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$28.6M 991,219 +991,219 New
FIA
13
Foundations Investment Advisors
Arizona
$26.7M 924,155 +924,155 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$25.1M 871,685 +871,685 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$24M 831,760 +831,760 New
JC
16
JB Capital
Connecticut
$22.8M 790,720 +790,720 New
AWMS
17
Advocacy Wealth Management Services
Georgia
$20.1M 697,617 +697,617 New
MFG
18
Merit Financial Group
Georgia
$19M 658,567 +658,567 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$16.7M 577,916 +577,916 New
UCFA
20
United Capital Financial Advisors
Texas
$16.1M 558,486 +558,486 New
Stifel Financial
21
Stifel Financial
Missouri
$13.6M 470,053 +470,053 New
AG
22
Ascent Group
Virginia
$13.3M 459,952 +459,952 New
APW
23
Austin Private Wealth
Texas
$11.3M 391,384 +391,384 New
AWM
24
AE Wealth Management
Kansas
$10.8M 375,310 +375,310 New
CW
25
CreativeOne Wealth
Kansas
$9.95M 344,995 +344,995 New