BAI

iShares A.I. Innovation and Tech Active ETF

371 hedge funds and large institutions have $6.18B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 231 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.18B
2 +$419M
3 +$179M
4
JP Morgan Chase
JP Morgan Chase
New York
+$158M
5
Morgan Stanley
Morgan Stanley
New York
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
251
Mach-1 Financial Group
Arkansas
$581K
IAS
252
Integrity Advisory Solutions
Texas
$581K
TWCA
253
Two West Capital Advisors
Kansas
$578K
OAS
254
Optivise Advisory Services
Tennessee
$578K
SWP
255
Semus Wealth Partners
Florida
$551K
DC
256
Davenport & Co
Virginia
$551K
LA
257
Lifeworks Advisors
Michigan
$551K
CCM
258
Coldstream Capital Management
Washington
$549K
RW
259
Regimen Wealth
Georgia
$539K
FIM
260
Freedom Investment Management
Connecticut
$526K
HKIMG
261
Hutchens & Kramer Investment Management Group
Indiana
$521K
SAM
262
Smartleaf Asset Management
Massachusetts
$509K
MWA
263
MN Wealth Advisors
Kansas
$503K
FI
264
FWG Investments
Kentucky
$495K
RIS
265
Richmond Investment Services
Wisconsin
$495K
CWA
266
Clearview Wealth Advisors
Oregon
$485K
AWM
267
Alterna Wealth Management
Texas
$481K
SF
268
Summit Financial
New Jersey
$475K
WS
269
Wedbush Securities
California
$468K
CCG
270
Catalina Capital Group
California
$464K
PTC
271
Private Trust Company
Ohio
$462K
GFA
272
Gallagher Fiduciary Advisors
Illinois
$459K
AWMNH
273
Arcadia Wealth Management (New Hampshire)
New Hampshire
$455K
NCM
274
Northwest Capital Management
Oregon
$451K
UAG
275
United Advisor Group
Ohio
$448K