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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
NS
276
Northland Securities
Minnesota
$1.14M +$1.19M +34,372 New
OP
277
ORG Partners
Indiana
$1.14M +$326K +9,394 +38%
CIM
278
Capital Investment Management
Missouri
$1.14M +$1.18M +34,136 New
CFD
279
Creative Financial Designs
Indiana
$1.12M +$485K +13,997 +71%
CAM
280
Capital Asset Management
Colorado
$1.11M +$1.12M +32,288 New
BIG
281
Brookwood Investment Group
Arizona
$1.09M +$701K +20,208 +162%
SPI
282
Sutton Place Investors
New York
$1.09M +$78.1K +2,252 +7%
SJGA
283
Stephen J. Garry & Associates
New York
$1.03M +$30.5K +880 +3%
MWM
284
Mosley Wealth Management
California
$1,000K +$970K +27,985 New
RCM
285
Raleigh Capital Management
North Carolina
$999K +$94.8K +2,736 +10%
LBC
286
Leigh Baldwin & Co
New York
$997K +$1.04M +29,929 New
FPAS
287
Focus Partners Advisor Solutions
Missouri
$996K +$1.04M +29,898 New
ST
288
Sageworth Trust
Pennsylvania
$989K +$1.03M +29,693 New
SWP
289
Summit Wealth Partners
Florida
$973K +$1.01M +29,226 New
SFG
290
Sovereign Financial Group
Connecticut
$958K -$16.5K -475 -2%
HI
291
Harbour Investments
Wisconsin
$952K +$131K +3,792 +15%
SPC
292
Sigma Planning Corp
Michigan
$947K +$136K +3,928 +16%
Wealth Enhancement Advisory Services
293
Wealth Enhancement Advisory Services
Minnesota
$943K +$678K +19,544 +249%
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$939K +$955K +27,541 +4,198%
IWMO
295
Integrated Wealth Management (Ohio)
Ohio
$932K +$970K +27,982 New
UFA
296
Unify Financial Advisors
Florida
$925K +$963K +27,771 New
SAM
297
Smartleaf Asset Management
Massachusetts
$908K +$417K +12,036 +81%
SAW
298
Signal Advisors Wealth
Michigan
$904K +$39.9K +1,152 +4%
HWM
299
Horizon Wealth Management
Illinois
$899K +$540K +15,573 +136%
O3W
300
Omni 360 Wealth
New Jersey
$886K +$894K +25,795 New