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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
BCI
376
Blue Capital Inc
Nebraska
$395K +$411K +11,867 New
IW
377
Imprint Wealth
South Carolina
$393K +$108K +3,128 +36%
AWA
378
Alta Wealth Advisors
Massachusetts
$388K +$404K +11,665 New
SWM
379
Spire Wealth Management
Virginia
$383K +$10.3K +298 +3%
FEM
380
Fulcrum Equity Management
Texas
$379K +$6.62K +191 +2%
VR
381
Vision Retirement
New Jersey
$378K +$394K +11,363 New
CAM
382
Concorde Asset Management
Michigan
$376K +$153K +4,421 +64%
EFG
383
Ethos Financial Group
Pennsylvania
$374K +$389K +11,218 New
IIA
384
IPG Investment Advisors
California
$371K
FIM
385
Freedom Investment Management
Connecticut
$370K -$149K -4,309 -28%
FCA
386
Fortis Capital Advisors
Kansas
$366K +$3.71K +107 +1%
NL
387
NWAM LLC
Washington
$362K -$587K -16,926 -62%
MSWM
388
McGlone Suttner Wealth Management
Wisconsin
$358K +$373K +10,755 New
AWM
389
Apex Wealth Management
New Hampshire
$357K +$30.2K +871 +9%
SIG
390
Spinnaker Investment Group
California
$354K +$39.8K +1,148 +12%
PEWA
391
Pacific Excel Wealth Advisors
California
$343K +$357K +10,285 New
MFG
392
Magnus Financial Group
New York
$340K +$34.7K +1,001 +11%
ATC
393
Argent Trust Co
Tennessee
$332K +$62.8K +1,811 +22%
Betterment LLC
394
Betterment LLC
New York
$330K +$55.4K +1,598 +19%
EFG
395
Elevated Financial Group
Indiana
$319K +$333K +9,594 New
GSEP
396
Golden State Equity Partners
California
$311K +$323K +9,325 New
AWMI
397
Aegis Wealth Management (Iowa)
Iowa
$308K +$320K +9,239 New
CCFM
398
Clear Creek Financial Management
Washington
$307K -$10.7K -308 -3%
KWA
399
Kingswood Wealth Advisors
California
$306K +$64.7K +1,867 +25%
KA
400
Kovack Advisors
Florida
$305K +$317K +9,152 New