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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
FCA
301
Fortis Capital Advisors
Kansas
$372K +$343K +10,881 New
WAM
302
WNY Asset Management
New York
$369K +$341K +10,794 New
SWP
303
Strategic Wealth Partners
Ohio
$368K +$340K +10,765 New
TFA
304
Transamerica Financial Advisors
Florida
$362K +$334K +10,596 New
WWM
305
Western Wealth Management
Colorado
$360K +$332K +10,534 New
HF
306
HRT Financial
New York
$353K +$326K +10,348 New
Creative Planning
307
Creative Planning
Kansas
$337K +$311K +9,868 New
LAS
308
Lloyd Advisory Services
Georgia
$328K +$303K +9,597 New
CCFM
309
Clear Creek Financial Management
Washington
$326K +$301K +9,533 New
SIG
310
Spinnaker Investment Group
California
$324K +$299K +9,471 New
AWM
311
Apex Wealth Management
New Hampshire
$319K +$10.7K +339 +4%
MFG
312
Magnus Financial Group
New York
$315K +$291K +9,210 New
EWA
313
EverSource Wealth Advisors
Alabama
$311K +$157K +4,991 +121%
CSPIA
314
Cary Street Partners Investment Advisory
Virginia
$306K +$283K +8,969 New
PI
315
PFG Investments
New York
$304K +$281K +8,905 New
IW
316
Imprint Wealth
South Carolina
$296K +$273K +8,661 New
SIS
317
Sound Income Strategies
Florida
$294K +$50.8K +1,609 +24%
DCA
318
DSG Capital Advisors
Minnesota
$291K +$268K +8,505 New
Betterment LLC
319
Betterment LLC
New York
$284K +$23.2K +736 +10%
ATC
320
Argent Trust Co
Tennessee
$279K +$257K +8,154 New
Wealth Enhancement Advisory Services
321
Wealth Enhancement Advisory Services
Minnesota
$272K +$247K +7,838 New
BWM
322
BAM Wealth Management
Colorado
$270K +$250K +7,914 New
EAM
323
Empirical Asset Management
Massachusetts
$256K +$236K +7,495 New
KWA
324
Kingswood Wealth Advisors
California
$250K +$231K +7,333 New
CWM
325
Crowley Wealth Management
Delaware
$249K +$81.9K +2,595 +55%
11 12
13
14 15

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.