BAI

iShares A.I. Innovation and Tech Active ETF

378 hedge funds and large institutions have $6.24B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 235 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
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 +$1.18B
2 +$419M
3 +$179M
4
JP Morgan Chase
JP Morgan Chase
New York
+$158M
5
Morgan Stanley
Morgan Stanley
New York
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
Western Wealth Management
Colorado
$360K
HF
302
HRT Financial
New York
$353K
Creative Planning
303
Creative Planning
Kansas
$337K
LAS
304
Lloyd Advisory Services
Georgia
$328K
CCFM
305
Clear Creek Financial Management
Washington
$326K
SIG
306
Spinnaker Investment Group
California
$324K
AWM
307
Apex Wealth Management
New Hampshire
$319K
MFG
308
Magnus Financial Group
New York
$315K
EWA
309
EverSource Wealth Advisors
Alabama
$311K
CSPIA
310
Cary Street Partners Investment Advisory
Virginia
$306K
PI
311
PFG Investments
New York
$304K
IW
312
Imprint Wealth
South Carolina
$296K
SIS
313
Sound Income Strategies
Florida
$294K
DCA
314
DSG Capital Advisors
Minnesota
$291K
Betterment LLC
315
Betterment LLC
New York
$284K
ATC
316
Argent Trust Co
Tennessee
$279K
Wealth Enhancement Advisory Services
317
Wealth Enhancement Advisory Services
Minnesota
$272K
BWM
318
BAM Wealth Management
Colorado
$270K
EAM
319
Empirical Asset Management
Massachusetts
$256K
KWA
320
Kingswood Wealth Advisors
California
$250K
CWM
321
Crowley Wealth Management
Delaware
$249K
LFA
322
LGT Financial Advisors
Texas
$242K
CIG
323
Cascade Investment Group
Colorado
$241K
CAM
324
Concorde Asset Management
Michigan
$239K
CIA
325
Cape Investment Advisory
Georgia
$239K