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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
RW
351
Regimen Wealth
Georgia
$523K -$2.84K -82 -0.5%
PTC
352
Private Trust Company
Ohio
$516K +$68.2K +1,968 +15%
GS
353
GWN Securities
Florida
$514K +$535K +15,434 New
WAP
354
Wealthcare Advisory Partners
Pennsylvania
$507K +$528K +15,237 New
LWA
355
Lantern Wealth Advisors
New York
$499K +$96.9K +2,794 +23%
BFG
356
Beto Financial Group
Idaho
$492K +$492K +14,183 New
AWM
357
Alterna Wealth Management
Texas
$482K +$13.6K +393 +3%
HKIMG
358
Hutchens & Kramer Investment Management Group
Indiana
$476K -$33K -953 -6%
GFA
359
Gallagher Fiduciary Advisors
Illinois
$475K +$29.4K +849 +6%
PI
360
PFG Investments
New York
$475K +$186K +5,352 +60%
GM
361
GeoWealth Management
Illinois
$468K -$1.32M -37,938 -73%
SIS
362
Sound Income Strategies
Florida
$461K +$174K +5,014 +61%
Creative Planning
363
Creative Planning
Kansas
$458K +$135K +3,891 +39%
MCA
364
MSH Capital Advisors
Arizona
$453K +$44.3K +1,277 +10%
LWPC
365
Legacy Wealth Partners (Colorado)
Colorado
$451K +$470K +13,552 New
GC
366
GatePass Capital
Ohio
$446K +$225K +6,504 +94%
CSPIA
367
Cary Street Partners Investment Advisory
Virginia
$440K +$147K +4,249 +47%
LAS
368
Lloyd Advisory Services
Georgia
$438K +$123K +3,560 +37%
AWMNH
369
Arcadia Wealth Management (New Hampshire)
New Hampshire
$435K -$8.39K -242 -2%
PWM
370
Parkway Wealth Management
Texas
$428K +$445K +12,851 New
AWM
371
Able Wealth Management
New Jersey
$426K +$444K +12,800 New
CWMK
372
Caliber Wealth Management (Kansas)
Kansas
$423K +$34.6K +997 +9%
AFP
373
Ausdal Financial Partners
Iowa
$417K +$29.7K +858 +7%
TW
374
Traveka Wealth
California
$414K +$431K +12,419 New
HIM
375
Hanlon Investment Management
New Jersey
$410K -$25K -722 -6%