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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

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: 1 → 10 (+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: 277 → 383 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.09B
2
LPL Financial
LPL Financial
California
+$387M
3
PAS
Park Avenue Securities
New York
+$165M
4
JP Morgan Chase
JP Morgan Chase
New York
+$146M
5
Morgan Stanley
Morgan Stanley
New York
+$97.5M

Top Sellers

Rank Fund Capital Flow
1
HWM
Horizon Wealth Management
Illinois
-$4.64M
2
Jane Street
Jane Street
New York
-$4.62M
3
GS
GTS Securities
New York
-$1.66M
4
MYIA
Mount Yale Investment Advisors
Colorado
-$903K
5
EL
EWA LLC
Pennsylvania
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
376
Founders Financial Alliance
North Carolina
$3.42K +$3.15K +100 New
WWA
377
Wealth Watch Advisors
Colorado
$2.29K +$2.11K +67 New
PPC
378
Park Place Capital
Alabama
$1.67K +$1.55K +49 New
CCC
379
Chelsea Counsel Company
California
$1.3K +$1.2K +38 New
CA
380
Crewe Advisors
Utah
$1.3K +$1.2K +38 New
PWM
381
Proathlete Wealth Management
Florida
$614 +$158 +5 +38%
AF
382
Allworth Financial
California
$445 +$410 +13 New
Fidelity Investments
383
Fidelity Investments
Massachusetts
$171 +$158 +5 New
Jane Street
384
Jane Street
New York
– -$4.62M -160,000 Closed
GS
385
GTS Securities
New York
– -$1.66M -57,390 Closed
MYIA
386
Mount Yale Investment Advisors
Colorado
– -$903K -31,299 Closed
OMC
387
Old Mission Capital
Illinois
– -$753K -26,115 Closed
TL
388
Tradewinds LLC
North Carolina
– -$462K -16,000 Closed
BI
389
Bramshill Investments
Florida
– -$346K -12,000 Closed
RSWM
390
Robertson Stephens Wealth Management
California
– -$261K -9,032 Closed
Belvedere Trading
391
Belvedere Trading
Illinois
– -$208K -7,194 Closed
T
392
Transce3nd
Texas
– -$199K -6,896 Closed
GWANC
393
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$6.06K -210 Closed
AAP
394
Arax Advisory Partners
Colorado
– -$5.97K -207 Closed
CA
395
Clearstead Advisors
Ohio
– -$4.1K -142 Closed
ADL
396
Asset Dedication LLC
California
– -$1.44K -50 Closed
Bank of America
397
Bank of America
North Carolina
– -$1.18K -41 Closed
EB
398
Eastern Bank
Massachusetts
– -$1.01K -35 Closed
12 13 14 15
16

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.