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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

277 hedge funds and large institutions have $2B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 252 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,500% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 2

4,566% more capital invested

Capital invested by funds: $42.9M → $2B (+$1.96B)

926% more funds holding

Funds holding: 27 → 277 (+250)

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

49.9% more ownership

Funds ownership: 45.78% → 95.68% (+50%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
277
Holders Change
+250
Holders Change %
+925.93%
% 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
252
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$538M
2
LPL Financial
LPL Financial
California
+$179M
3
JP Morgan Chase
JP Morgan Chase
New York
+$96.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$64.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$53.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.03M
2
BSG
Black Swift Group
Colorado
-$688K
3
SS
Sunbelt Securities
Texas
-$257K
4
FMP
Financial Management Professionals
Texas
-$99.8K
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$20.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
226
MKT Advisors
California
$214K +$185K +7,577 New
TWCA
227
Two West Capital Advisors
Kansas
$213K +$171K +6,982 New
KV
228
Kickstand Ventures
New York
$213K +$180K +7,368 New
BFA
229
Beacon Financial Advisory
Ohio
$212K +$180K +7,361 New
RFA
230
Resurgent Financial Advisors
Georgia
$211K +$179K +7,317 New
DC
231
Davenport & Co
Virginia
$210K +$178K +7,284 New
Belvedere Trading
232
Belvedere Trading
Illinois
$208K +$176K +7,194 New
GM
233
GeoWealth Management
Illinois
$207K +$176K +7,173 New
Comerica Bank
234
Comerica Bank
Texas
$205K +$174K +7,095 New
FI
235
FWG Investments
Kentucky
$204K +$173K +7,073 New
EWA
236
EP Wealth Advisors
California
$204K +$173K +7,069 New
SAM
237
Smartleaf Asset Management
Massachusetts
$204K +$174K +7,097 New
ISFAN
238
Investor's Fiduciary Advisor Network
Washington
$203K +$172K +7,038 New
SWM
239
Spire Wealth Management
Virginia
$202K +$171K +6,987 New
EDRH
240
Edmond de Rothschild Holding
Switzerland
$201K – – –
LFA
241
LGT Financial Advisors
Texas
$200K +$170K +6,947 New
RFN
242
RDA Financial Network
Iowa
$200K +$170K +6,940 New
T
243
Transce3nd
Texas
$199K +$169K +6,896 New
OP
244
ORG Partners
Indiana
$197K +$171K +6,974 New
SIS
245
Sound Income Strategies
Florida
$190K +$161K +6,575 New
SS
246
Sunbelt Securities
Texas
$164K -$257K -10,485 -63%
CWM
247
Crowley Wealth Management
Delaware
$136K +$58.7K +2,400 +104%
PTC
248
Private Trust Company
Ohio
$127K +$108K +4,401 New
EWA
249
EverSource Wealth Advisors
Alabama
$119K +$101K +4,121 New
GSWM
250
Golden State Wealth Management
California
$103K +$87.5K +3,576 New
8 9
10
11 12

BAI Hedge Fund Activity: Q2 2025 in Review

277 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q2 2025, worth a combined $2B — up 4,566% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new BAI positions and 2 closed out — a net gain of 250 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $538M. The largest seller was BlackRock, cutting an estimated $9.03M.

  • 277 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $2B of iShares A.I. Innovation and Tech Active ETF stock for Q2 2025, up 4,566% quarter-over-quarter.
  • 252 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q2 2025 and 2 closed out, a net change of +250 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $538M added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q2 2025 was BlackRock, an estimated $9.03M sold.

Based on aggregated 13F filings for Q2 2025.