BAI

iShares A.I. Innovation and Tech Active ETF

273 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 248 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+246
Holders Change %
+911.11%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
248
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
226
Resurgent Financial Advisors
Georgia
$211K +$211K +7,317 New
DC
227
Davenport & Co
Virginia
$210K +$210K +7,284 New
Belvedere Trading
228
Belvedere Trading
Illinois
$208K +$208K +7,194 New
GM
229
GeoWealth Management
Illinois
$207K +$207K +7,173 New
Comerica Bank
230
Comerica Bank
Texas
$205K +$205K +7,095 New
FI
231
FWG Investments
Kentucky
$204K +$204K +7,073 New
EWA
232
EP Wealth Advisors
California
$204K +$204K +7,069 New
SAM
233
Smartleaf Asset Management
Massachusetts
$204K +$204K +7,097 New
ISFAN
234
Investor's Fiduciary Advisor Network
Washington
$203K +$203K +7,038 New
SWM
235
Spire Wealth Management
Virginia
$202K +$202K +6,987 New
EDRH
236
Edmond de Rothschild Holding
Switzerland
$201K
LFA
237
LGT Financial Advisors
Texas
$200K +$200K +6,947 New
RFN
238
RDA Financial Network
Iowa
$200K +$200K +6,940 New
T
239
Transce3nd
Texas
$199K +$199K +6,896 New
OP
240
ORG Partners
Indiana
$197K +$197K +6,974 New
SIS
241
Sound Income Strategies
Florida
$190K +$190K +6,575 New
SS
242
Sunbelt Securities
Texas
$164K -$284K -10,485 -63%
CWM
243
Crowley Wealth Management
Delaware
$136K +$69.2K +2,400 +104%
PTC
244
Private Trust Company
Ohio
$127K +$127K +4,401 New
EWA
245
EverSource Wealth Advisors
Alabama
$119K +$119K +4,121 New
GSWM
246
Golden State Wealth Management
California
$103K +$103K +3,576 New
VFA
247
Valeo Financial Advisors
Indiana
$86.6K +$86.6K +86,550 New
PA
248
Parallel Advisors
California
$66.8K +$66.8K +2,316 New
CIA
249
Cape Investment Advisory
Georgia
$62.5K +$62.2K +2,155 +21,550%
NRC
250
New Republic Capital
North Carolina
$60.2K +$60.2K +2,086 New