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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
BFA
251
Beacon Financial Advisory
Ohio
$644K +$362K +11,489 +156%
JSL
252
JT Stratford LLC
Georgia
$634K +$585K +18,548 New
PWM
253
Perigon Wealth Management
California
$631K +$324K +10,276 +125%
AWA
254
Arkadios Wealth Advisors
Georgia
$631K +$583K +18,474 New
AIA
255
Accelerate Investment Advisors
California
$617K +$303K +9,594 +113%
ISFAN
256
Investor's Fiduciary Advisor Network
Washington
$600K +$333K +10,546 +150%
QCM
257
QRG Capital Management
Illinois
$596K +$551K +17,458 New
RFA
258
Resurgent Financial Advisors
Georgia
$588K +$312K +9,897 +135%
IAS
259
Integrity Advisory Solutions
Texas
$581K +$537K +17,021 New
M1FG
260
Mach-1 Financial Group
Arkansas
$581K +$537K +17,021 New
TWCA
261
Two West Capital Advisors
Kansas
$578K +$290K +9,194 +132%
OAS
262
Optivise Advisory Services
Tennessee
$578K +$533K +16,909 New
SWP
263
Semus Wealth Partners
Florida
$551K +$509K +16,127 New
DC
264
Davenport & Co
Virginia
$551K +$279K +8,837 +121%
LA
265
Lifeworks Advisors
Michigan
$551K +$508K +16,117 New
CCM
266
Coldstream Capital Management
Washington
$549K +$507K +16,072 New
RW
267
Regimen Wealth
Georgia
$539K -$3.31K -105 -0.7%
FIM
268
Freedom Investment Management
Connecticut
$526K +$486K +15,407 New
HKIMG
269
Hutchens & Kramer Investment Management Group
Indiana
$521K +$481K +15,248 New
SAM
270
Smartleaf Asset Management
Massachusetts
$509K +$247K +7,844 +111%
MWA
271
MN Wealth Advisors
Kansas
$503K +$464K +14,712 New
FI
272
FWG Investments
Kentucky
$495K +$234K +7,412 +105%
RIS
273
Richmond Investment Services
Wisconsin
$495K +$457K +14,479 New
CWA
274
Clearview Wealth Advisors
Oregon
$485K +$67.3K +2,134 +18%
AWM
275
Alterna Wealth Management
Texas
$481K +$444K +14,073 New
9 10
11
12 13

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.