BAI

iShares A.I. Innovation and Tech Active ETF

377 hedge funds and large institutions have $6.2B 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, 234 increasing their positions, 10 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
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

Top Sellers

1 -$19.3M
2 -$5.03M
3 -$4.62M
4
GS
GTS Securities
New York
-$1.66M
5
MYIA
Mount Yale Investment Advisors
Colorado
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
HF
301
HRT Financial
New York
$353K
Creative Planning
302
Creative Planning
Kansas
$337K
LAS
303
Lloyd Advisory Services
Georgia
$328K
CCFM
304
Clear Creek Financial Management
Washington
$326K
SIG
305
Spinnaker Investment Group
California
$324K
AWM
306
Apex Wealth Management
New Hampshire
$319K
MFG
307
Magnus Financial Group
New York
$315K
EWA
308
EverSource Wealth Advisors
Alabama
$311K
CSPIA
309
Cary Street Partners Investment Advisory
Virginia
$306K
PI
310
PFG Investments
New York
$304K
IW
311
Imprint Wealth
South Carolina
$296K
SIS
312
Sound Income Strategies
Florida
$294K
DCA
313
DSG Capital Advisors
Minnesota
$291K
Betterment LLC
314
Betterment LLC
New York
$284K
ATC
315
Argent Trust Co
Tennessee
$279K
Wealth Enhancement Advisory Services
316
Wealth Enhancement Advisory Services
Minnesota
$272K
BWM
317
BAM Wealth Management
Colorado
$270K
EAM
318
Empirical Asset Management
Massachusetts
$256K
KWA
319
Kingswood Wealth Advisors
California
$250K
CWM
320
Crowley Wealth Management
Delaware
$249K
LFA
321
LGT Financial Advisors
Texas
$242K
CIG
322
Cascade Investment Group
Colorado
$241K
CAM
323
Concorde Asset Management
Michigan
$239K
CIA
324
Cape Investment Advisory
Georgia
$239K
EDRH
325
Edmond de Rothschild Holding
Switzerland
$238K