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
WAM
301
WNY Asset Management
New York
$369K
SWP
302
Strategic Wealth Partners
Ohio
$368K
TFA
303
Transamerica Financial Advisors
Florida
$362K
WWM
304
Western Wealth Management
Colorado
$360K
HF
305
HRT Financial
New York
$353K
Creative Planning
306
Creative Planning
Kansas
$337K
LAS
307
Lloyd Advisory Services
Georgia
$328K
CCFM
308
Clear Creek Financial Management
Washington
$326K
SIG
309
Spinnaker Investment Group
California
$324K
AWM
310
Apex Wealth Management
New Hampshire
$319K
MFG
311
Magnus Financial Group
New York
$315K
EWA
312
EverSource Wealth Advisors
Alabama
$311K
CSPIA
313
Cary Street Partners Investment Advisory
Virginia
$306K
PI
314
PFG Investments
New York
$304K
IW
315
Imprint Wealth
South Carolina
$296K
SIS
316
Sound Income Strategies
Florida
$294K
DCA
317
DSG Capital Advisors
Minnesota
$291K
Betterment LLC
318
Betterment LLC
New York
$284K
ATC
319
Argent Trust Co
Tennessee
$279K
Wealth Enhancement Advisory Services
320
Wealth Enhancement Advisory Services
Minnesota
$272K
BWM
321
BAM Wealth Management
Colorado
$270K
EAM
322
Empirical Asset Management
Massachusetts
$256K
KWA
323
Kingswood Wealth Advisors
California
$250K
CWM
324
Crowley Wealth Management
Delaware
$249K
LFA
325
LGT Financial Advisors
Texas
$242K