BAI

iShares A.I. Innovation and Tech Active ETF

491 hedge funds and large institutions have $8.5B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 313 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
351
GeoWealth Management
Illinois
$468K
SIS
352
Sound Income Strategies
Florida
$461K
Creative Planning
353
Creative Planning
Kansas
$458K
MCA
354
MSH Capital Advisors
Arizona
$453K
LWPC
355
Legacy Wealth Partners (Colorado)
Colorado
$451K
GC
356
GatePass Capital
Ohio
$446K
CSPIA
357
Cary Street Partners Investment Advisory
Virginia
$440K
LAS
358
Lloyd Advisory Services
Georgia
$438K
AWMNH
359
Arcadia Wealth Management (New Hampshire)
New Hampshire
$435K
PWM
360
Parkway Wealth Management
Texas
$428K
AWM
361
Able Wealth Management
New Jersey
$426K
CWMK
362
Caliber Wealth Management (Kansas)
Kansas
$423K
AFP
363
Ausdal Financial Partners
Iowa
$417K
TW
364
Traveka Wealth
California
$414K
HIM
365
Hanlon Investment Management
New Jersey
$410K
BCI
366
Blue Capital Inc
Nebraska
$395K
IW
367
Imprint Wealth
South Carolina
$393K
AWA
368
Alta Wealth Advisors
Massachusetts
$388K
SWM
369
Spire Wealth Management
Virginia
$383K
FEM
370
Fulcrum Equity Management
Texas
$379K
CAM
371
Concorde Asset Management
Michigan
$376K
EFG
372
Ethos Financial Group
Pennsylvania
$374K
IIA
373
IPG Investment Advisors
California
$371K
FIM
374
Freedom Investment Management
Connecticut
$370K
FCA
375
Fortis Capital Advisors
Kansas
$366K