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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
IA
251
IFG Advisory
Georgia
$1.51M +$142K +4,082 +10%
CRI
252
Commonwealth Retirement Investments
Virginia
$1.51M +$140K +4,025 +10%
BWA
253
BCU Wealth Advisors
Illinois
$1.45M +$95.7K +2,761 +7%
JMA
254
J.M. Arbour
Maine
$1.4M +$1.45M +41,930 New
SFC
255
Strategic Financial Concepts
Texas
$1.39M +$1.45M +41,874 New
KWS
256
Keystone Wealth Services
California
$1.38M +$112K +3,240 +9%
SFS
257
Sowell Financial Services
Arkansas
$1.36M +$118K +3,390 +9%
VPF
258
Vantage Point Financial
Illinois
$1.36M +$313K +9,037 +29%
WS
259
Wedbush Securities
California
$1.34M +$920K +26,530 +194%
JWA
260
JFS Wealth Advisors
Pennsylvania
$1.33M +$24.4K +703 +2%
IAS
261
Integrity Advisory Solutions
Texas
$1.31M +$779K +22,465 +132%
FHC
262
First Heartland Consultants
Missouri
$1.3M +$75.1K +2,167 +6%
BEI
263
Benjamin Edwards Inc
Missouri
$1.26M +$113K +3,268 +9%
KWM
264
Kingsview Wealth Management
Oregon
$1.26M +$304K +8,758 +30%
CL
265
Choreo LLC
Illinois
$1.24M +$1.28M +36,924 New
AQR Capital Management
266
AQR Capital Management
Connecticut
$1.23M +$218K +6,299 +20%
XPN
267
XY Planning Network
Montana
$1.21M +$1.26M +36,418 New
PWP
268
Private Wealth Partners
California
$1.21M +$1.25M +36,200 New
BWM
269
BlackDiamond Wealth Management
New York
$1.18M +$118K +3,404 +11%
BFS
270
BridgePort Financial Solutions
Iowa
$1.18M +$12.5K +360 +1%
ICP
271
Interchange Capital Partners
Pennsylvania
$1.17M +$44.6K +1,286 +4%
RWP
272
Ridgeline Wealth Planning
Ohio
$1.17M +$1.22M +35,139 New
SCM
273
Saxony Capital Management
Missouri
$1.16M +$1.2M +34,689 New
CWA
274
Clearview Wealth Advisors
Oregon
$1.15M +$704K +20,318 +143%
EWA
275
EP Wealth Advisors
California
$1.15M +$1.19M +34,463 New