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BAI

iShares A.I. Innovation and Tech Active ETF

508 hedge funds and large institutions have $8.54B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 317 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

923% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 31

825% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 16

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

36% more capital invested

Capital invested by funds: $6.27B → $8.54B (+$2.27B)

33% more funds holding

Funds holding: 383508 (+125)

12.95% less ownership

Funds ownership: 119.3%106.36% (-13%)

Holders
508
Holders Change
+125
Holders Change %
+32.64%
% of All Funds
6.18%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.21%
New
148
Increased
317
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
226
Barnes Wealth Management Group
California
$1.99M +$66.9K +1,930 +3%
WF
227
WealthPoint Financial
North Carolina
$1.96M +$2.04M +58,930 New
DAS
228
Diversify Advisory Services
Utah
$1.95M +$696K +20,065 +56%
RA
229
RFG Advisory
Alabama
$1.92M +$134K +3,874 +7%
VCP
230
Verus Capital Partners
Arizona
$1.91M +$150K +4,329 +8%
Renaissance Technologies
231
Renaissance Technologies
New York
$1.88M +$839K +24,200 +75%
HP
232
Holistic Planning
Texas
$1.85M +$1.92M +55,480 New
JSW
233
Journey Strategic Wealth
New Jersey
$1.84M +$1.7M +49,172 +825%
WCM
234
WealthTrak Capital Management
Virginia
$1.84M +$802K +23,125 +72%
FFN
235
Focus Financial Network
Minnesota
$1.83M +$132K +3,805 +7%
BRWA
236
B. Riley Wealth Advisors
Florida
$1.75M +$103K +2,977 +6%
CA
237
Chatterton & Associates
California
$1.73M +$1.8M +51,964 New
AIM
238
Archer Investment Management
Texas
$1.72M +$1.8M +51,788 New
RWS
239
Retirement Wealth Solutions
Wisconsin
$1.72M +$21K +606 +1%
WQ
240
Wealth Quarterback
New Jersey
$1.71M +$1.78M +51,347 New
RFP
241
RCS Financial Planning
Maryland
$1.69M +$262K +7,559 +17%
WWM
242
Western Wealth Management
Colorado
$1.67M +$1.37M +39,593 +376%
FFG
243
Frisch Financial Group
New York
$1.67M +$910K +26,249 +110%
WP
244
WealthPLAN Partners
Nebraska
$1.61M +$166K +4,780 +11%
LIA
245
LifePlan Investment Advisors
North Carolina
$1.61M +$41.1K +1,186 +3%
ACM
246
Absolute Capital Management
Pennsylvania
$1.59M +$695K +20,054 +73%
BW
247
Blalock Williams
Alabama
$1.58M +$249K +7,186 +18%
WFS
248
WealthGarden F.S.
California
$1.56M +$112K +3,227 +8%
FHA
249
Flagship Harbor Advisors
Massachusetts
$1.55M +$323K +9,317 +25%
MSFP
250
Mark Sheptoff Financial Planning
Connecticut
$1.53M +$21.1K +609 +1%