BAI

iShares A.I. Innovation and Tech Active ETF

382 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, 238 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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 +$1.09B
2 +$387M
3 +$165M
4
JP Morgan Chase
JP Morgan Chase
New York
+$146M
5
Morgan Stanley
Morgan Stanley
New York
+$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JSL
251
JT Stratford LLC
Georgia
$634K
PWM
252
Perigon Wealth Management
California
$631K
AWA
253
Arkadios Wealth Advisors
Georgia
$631K
AIA
254
Accelerate Investment Advisors
California
$617K
ISFAN
255
Investor's Fiduciary Advisor Network
Washington
$600K
QCM
256
QRG Capital Management
Illinois
$596K
RFA
257
Resurgent Financial Advisors
Georgia
$588K
M1FG
258
Mach-1 Financial Group
Arkansas
$581K
IAS
259
Integrity Advisory Solutions
Texas
$581K
TWCA
260
Two West Capital Advisors
Kansas
$578K
OAS
261
Optivise Advisory Services
Tennessee
$578K
SWP
262
Semus Wealth Partners
Florida
$551K
DC
263
Davenport & Co
Virginia
$551K
LA
264
Lifeworks Advisors
Michigan
$551K
CCM
265
Coldstream Capital Management
Washington
$549K
RW
266
Regimen Wealth
Georgia
$539K
FIM
267
Freedom Investment Management
Connecticut
$526K
HKIMG
268
Hutchens & Kramer Investment Management Group
Indiana
$521K
SAM
269
Smartleaf Asset Management
Massachusetts
$509K
MWA
270
MN Wealth Advisors
Kansas
$503K
FI
271
FWG Investments
Kentucky
$495K
RIS
272
Richmond Investment Services
Wisconsin
$495K
CWA
273
Clearview Wealth Advisors
Oregon
$485K
AWM
274
Alterna Wealth Management
Texas
$481K
SF
275
Summit Financial
New Jersey
$475K