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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
SPWG
426
Syntegra Private Wealth Group
Missouri
$220K +$1.63K +47 +0.7%
TWM
427
Trinity Wealth Management
Pennsylvania
$219K +$228K +6,585 New
GIC
428
GFI Investment Counsel
Ontario, Canada
$216K +$225K +6,490 New
LFG
429
Lockerman Financial Group
California
$214K +$223K +6,433 New
EAM
430
Empirical Asset Management
Massachusetts
$211K -$40.3K -1,163 -16%
GS
431
GTS Securities
New York
$209K +$218K +6,280 New
KIM
432
Kestra Investment Management
Texas
$205K +$213K +6,146 New
IWA
433
Independent Wealth Advisors
North Carolina
$201K +$210K +6,047 New
HG
434
Herbst Group
Connecticut
$201K +$209K +6,035 New
FMP
435
Financial Management Professionals
Texas
$189K +$10.1K +292 +5%
NCM
436
Northwest Capital Management
Oregon
$180K -$270K -7,790 -59%
NRC
437
New Republic Capital
North Carolina
$166K +$10.6K +305 +7%
KCM
438
Key Capital Management
Tennessee
$164K +$171K +4,931 New
KFG
439
Kingdom Financial Group
Arizona
$145K +$151K +4,353 New
Wells Fargo
440
Wells Fargo
California
$138K +$85.3K +2,462 +145%
CF
441
Centaurus Financial
California
$132K +$138K +3,977 New
Simplex Trading
442
Simplex Trading
Illinois
$122K +$106K +3,070 +523%
Northwestern Mutual Wealth Management
443
Northwestern Mutual Wealth Management
Wisconsin
$96.6K +$89.5K +2,583 +815%
RFG
444
REAP Financial Group
Texas
$88.5K +$92.1K +2,658 New
AF
445
Advisornet Financial
Minnesota
$82.5K +$9.15K +264 +12%
GWM
446
Geneos Wealth Management
Colorado
$79.5K +$16.1K +465 +24%
ACA
447
Aptus Capital Advisors
Alabama
$63.9K +$19.9K +575 +43%
FDCDDQ
448
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.3K +$65.9K +1,900 New
Q1WB
449
Quest 10 Wealth Builders
Virginia
$58.8K +$11.2K +324 +22%
HIA
450
Harbor Investment Advisory
Maryland
$57.8K +$1.91K +55 +3%