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BAI

iShares A.I. Innovation and Tech Active ETF

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: 110 (+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: 277383 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SL
351
Salomon & Ludwin
Virginia
$25.7K +$2.81K +89 +14%
PA
352
Parallel Advisors
California
$24.1K -$50.8K -1,611 -70%
Rockefeller Capital Management
353
Rockefeller Capital Management
New York
$22.4K +$20.7K +656 New
TFG
354
Team Financial Group
California
$20.6K +$2.9K +92 +18%
Simplex Trading
355
Simplex Trading
Illinois
$20K -$7.57K -240 -29%
CSP
356
Cary Street Partners
Virginia
$18.8K +$17.4K +550 New
CWP
357
Clark Wealth Partners
Illinois
$17.8K +$16.9K +535 New
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$17.4K +$16.1K +510 New
AG
359
AmeriFlex Group
Nevada
$16.5K +$15.2K +482 New
JFA
360
JNBA Financial Advisors
Minnesota
$15.1K +$13.9K +441 New
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$13.9K -$34.1K -1,080 -73%
GJIA
362
Glass Jacobson Investment Advisors
Maryland
$13.7K +$12.6K +400 New
NS
363
NBC Securities
Alabama
$13K +$12.1K +382 New
UFPG
364
United Financial Planning Group
New York
$12.3K +$11.3K +359 New
RBC
365
Roble Belko & Company
Pennsylvania
$12K
CFP
366
Comprehensive Financial Planning
Pennsylvania
$11.2K
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$10.8K +$6.63K +210 +196%
RF
368
Rossby Financial
Florida
$9.91K +$9.05K +287 New
WANY
369
Wealthspire Advisors (New York)
New York
$9.74K +$8.99K +285 New
Citigroup
370
Citigroup
New York
$9.39K +$8.68K +275 New
NRG
371
Nemes Rush Group
Michigan
$5.94K +$5.49K +174 New
TWC
372
TD Waterhouse Canada
Ontario, Canada
$5.89K
MCM
373
MAI Capital Management
Ohio
$5.81K
HWA
374
HHM Wealth Advisors
Tennessee
$5.29K +$4.89K +155 New
IRC
375
Investors Research Corp
Georgia
$4.47K +$4.13K +131 New

BAI Hedge Fund Activity: Q3 2025 in Review

383 of the 7,619 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.