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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

383 hedge funds and large institutions have $6.27B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 239 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,290% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 10

900% more funds holding in top 10

Funds holding in top 10: 1 → 10 (+9)

760% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 15

213% more capital invested

Capital invested by funds: $2B → $6.27B (+$4.27B)

38% more funds holding

Funds holding: 277 → 383 (+106)

23.62% more ownership

Funds ownership: 95.68% → 119.3% (+24%)

Holders
383
Holders Change
+106
Holders Change %
+38.27%
% of All Funds
5.03%
Holding in Top 10
10
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+900%
% of All Funds
0.13%
New
129
Increased
239
Reduced
10
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.09B
2
LPL Financial
LPL Financial
California
+$387M
3
PAS
Park Avenue Securities
New York
+$165M
4
JP Morgan Chase
JP Morgan Chase
New York
+$146M
5
Morgan Stanley
Morgan Stanley
New York
+$97.5M

Top Sellers

Rank Fund Capital Flow
1
HWM
Horizon Wealth Management
Illinois
-$4.64M
2
Jane Street
Jane Street
New York
-$4.62M
3
GS
GTS Securities
New York
-$1.66M
4
MYIA
Mount Yale Investment Advisors
Colorado
-$903K
5
EL
EWA LLC
Pennsylvania
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
226
NWAM LLC
Washington
$961K +$505K +15,997 +140%
ACM
227
Absolute Capital Management
Pennsylvania
$945K +$562K +17,821 +181%
RCM
228
Raleigh Capital Management
North Carolina
$931K +$476K +15,076 +124%
OP
229
ORG Partners
Indiana
$903K +$567K +17,978 +258%
SAW
230
Signal Advisors Wealth
Michigan
$888K +$485K +15,360 +144%
FAIM
231
Financial Advocates Investment Management
Washington
$871K +$522K +16,537 +184%
HI
232
Harbour Investments
Wisconsin
$847K +$468K +14,831 +149%
MWM
233
Maripau Wealth Management
Indiana
$841K +$441K +13,985 +131%
SPC
234
Sigma Planning Corp
Michigan
$837K +$469K +14,873 +154%
PA
235
PFG Advisors
Arizona
$812K +$89.8K +2,847 +14%
FFG
236
Frisch Financial Group
New York
$812K +$750K +23,763 New
TCA
237
Transcend Capital Advisors
New Jersey
$788K +$350K +11,084 +93%
TWP
238
Tempus Wealth Planning
California
$786K +$478K +15,166 +193%
RIM
239
Redwood Investment Management
Arizona
$763K +$68.4K +2,169 +11%
Comerica Bank
240
Comerica Bank
Texas
$753K +$472K +14,947 +211%
FM
241
Family Management
New York
$747K +$690K +21,856 New
WEG
242
World Equity Group
Illinois
$740K +$684K +21,668 New
D.E. Shaw & Co
243
D.E. Shaw & Co
New York
$737K +$681K +21,584 New
WAL
244
W Advisors LLC
Tennessee
$730K +$255K +8,087 +61%
RFN
245
RDA Financial Network
Iowa
$725K +$450K +14,277 +206%
MA
246
MKT Advisors
California
$704K +$404K +12,797 +169%
FA
247
Fedenia Advisers
Wisconsin
$684K +$372K +11,799 +144%
CFD
248
Creative Financial Designs
Indiana
$670K +$135K +4,287 +28%
AFW
249
Avantra Family Wealth
Pennsylvania
$662K +$612K +19,388 New
APC
250
Aspire Private Capital
North Carolina
$647K +$597K +18,931 New
8 9
10
11 12

BAI Hedge Fund Activity: Q3 2025 in Review

383 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q3 2025, worth a combined $6.27B — up 213% from $2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new BAI positions and 15 closed out — a net gain of 114 holders — while 239 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.09B. The largest seller was Horizon Wealth Management, cutting an estimated $4.64M.

  • 383 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q3 2025, up from 277 in Q2 2025.
  • Funds reported $6.27B of iShares A.I. Innovation and Tech Active ETF stock for Q3 2025, up 213% quarter-over-quarter.
  • 129 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q3 2025 and 15 closed out, a net change of +114 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $1.09B added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q3 2025 was Horizon Wealth Management, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2025.