BAI

iShares A.I. Innovation and Tech Active ETF

502 hedge funds and large institutions have $8.53B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 315 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
SWM
376
Spire Wealth Management
Virginia
$383K
FEM
377
Fulcrum Equity Management
Texas
$379K
CAM
378
Concorde Asset Management
Michigan
$376K
EFG
379
Ethos Financial Group
Pennsylvania
$374K
IIA
380
IPG Investment Advisors
California
$371K
FIM
381
Freedom Investment Management
Connecticut
$370K
FCA
382
Fortis Capital Advisors
Kansas
$366K
NL
383
NWAM LLC
Washington
$362K
MSWM
384
McGlone Suttner Wealth Management
Wisconsin
$358K
AWM
385
Apex Wealth Management
New Hampshire
$357K
SIG
386
Spinnaker Investment Group
California
$354K
PEWA
387
Pacific Excel Wealth Advisors
California
$343K
MFG
388
Magnus Financial Group
New York
$340K
ATC
389
Argent Trust Co
Tennessee
$332K
Betterment LLC
390
Betterment LLC
New York
$330K
EFG
391
Elevated Financial Group
Indiana
$319K
GSEP
392
Golden State Equity Partners
California
$311K
AWMI
393
Aegis Wealth Management (Iowa)
Iowa
$308K
CCFM
394
Clear Creek Financial Management
Washington
$307K
KWA
395
Kingswood Wealth Advisors
California
$306K
KA
396
Kovack Advisors
Florida
$305K
EWA
397
EverSource Wealth Advisors
Alabama
$304K
OFS
398
OneAscent Financial Services
Alabama
$299K
MPW
399
Magnolia Private Wealth
Pennsylvania
$298K
GAM
400
Gotham Asset Management
New York
$293K