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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
EWA
401
EverSource Wealth Advisors
Alabama
$304K +$104 +3 +0%
OFS
402
OneAscent Financial Services
Alabama
$299K +$311K +8,973 New
MPW
403
Magnolia Private Wealth
Pennsylvania
$298K +$310K +8,949 New
GAM
404
Gotham Asset Management
New York
$293K +$305K +8,798 New
OPWM
405
Oregon Pacific Wealth Management
Oregon
$286K +$298K +8,598 New
AA
406
Armis Advisers
Georgia
$279K +$289K +8,346 New
PFA
407
Pinnacle Family Advisors
Missouri
$274K +$285K +8,219 New
CIA
408
Cape Investment Advisory
Georgia
$268K +$36.3K +1,048 +15%
BWM
409
BAM Wealth Management
Colorado
$268K +$4.44K +128 +2%
FWM
410
FLP Wealth Management
Arkansas
$261K +$63.5K +1,831 +30%
CIG
411
Cascade Investment Group
Colorado
$258K +$24.3K +700 +10%
YWM
412
Yukon Wealth Management
Kansas
$256K +$271K +7,829 New
LA
413
Latitude Advisors
Florida
$254K +$265K +7,641 New
EWA
414
Emergent Wealth Advisors
New York
$248K +$258K +7,447 New
LWM
415
LongView Wealth Management
Georgia
$246K +$245K +7,079 New
SI
416
Stirlingshire Investments
New York
$242K +$252K +7,259 New
SAM
417
Strategy Asset Managers
California
$236K +$245K +7,074 New
DCA
418
DSG Capital Advisors
Minnesota
$234K -$60.7K -1,752 -21%
B
419
Bensler
Washington
$232K +$241K +6,961 New
EDRH
420
Edmond de Rothschild Holding
Switzerland
$232K
BFS
421
Bradley Foster & Sargent
Connecticut
$230K +$10.3K +297 +4%
LEA
422
Legacy Edge Advisors
New York
$229K +$238K +6,863 New
WPW
423
Waldron Private Wealth
Pennsylvania
$225K +$3.81K +110 +2%
PCIA
424
Prime Capital Investment Advisors
Kansas
$222K +$232K +6,679 New
CA
425
Continuum Advisory
Idaho
$222K +$231K +6,672 New