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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
FPW
301
Fairvoy Private Wealth
Alabama
$876K +$912K +26,315 New
VW
302
Vantus Wealth
Pennsylvania
$864K +$900K +25,953 New
RIS
303
Richmond Investment Services
Wisconsin
$857K +$390K +11,263 +78%
TWP
304
Tempus Wealth Planning
California
$853K +$90.4K +2,608 +11%
CFG
305
Cassilly Financial Group
Maryland
$848K +$882K +25,452 New
MWM
306
Maripau Wealth Management
Indiana
$839K +$19.1K +551 +2%
OAS
307
Optivise Advisory Services
Tennessee
$809K +$256K +7,373 +44%
WAL
308
W Advisors LLC
Tennessee
$802K +$93.4K +2,694 +13%
FM
309
Family Management
New York
$756K +$29.4K +849 +4%
LSIA
310
LaSalle St. Investment Advisors
Illinois
$754K +$785K +22,646 New
DWM
311
DecisionMap Wealth Management
Virginia
$746K +$777K +22,404 New
Comerica Bank
312
Comerica Bank
Texas
$744K +$10.1K +291 +1%
MA
313
MKT Advisors
California
$742K +$49.1K +1,415 +7%
FA
314
Fedenia Advisers
Wisconsin
$736K +$73K +2,106 +11%
BAM
315
Belpointe Asset Management
Nevada
$736K +$389K +11,224 +103%
KV
316
Kickstand Ventures
New York
$734K +$319K +9,213 +72%
SF
317
Summit Financial
New Jersey
$726K +$274K +7,897 +57%
CCG
318
Catalina Capital Group
California
$719K +$278K +8,015 +59%
RFN
319
RDA Financial Network
Iowa
$718K +$11.9K +342 +2%
PWM
320
Perigon Wealth Management
California
$705K +$93.7K +2,703 +15%
BFA
321
Beacon Financial Advisory
Ohio
$705K +$80.6K +2,324 +12%
TWCA
322
Two West Capital Advisors
Kansas
$699K +$167K +4,826 +30%
MHS
323
M Holdings Securities
Oregon
$697K +$725K +20,922 New
PW
324
PUREfi Wealth
Massachusetts
$696K +$508K +14,648 +234%
TFA
325
Transamerica Financial Advisors
Florida
$686K +$346K +9,991 +94%