iShares A.I. Innovation and Tech Active ETF
27 hedge funds and large institutions have $42.9M invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
226% more capital invested
Capital invested by funds: $13.2M → $42.9M (+$29.7M)
200% more funds holding
Funds holding: 9 → 27 (+18)
16.86% more ownership
Funds ownership: 28.92% → 45.78% (+17%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$25.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.91M |
| 3 |
SWM
StoneCrest Wealth Management
Chandler,
Arizona
|
+$3.41M |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$1.26M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$642K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.08M |
| 2 |
BSG
Black Swift Group
Boulder,
Colorado
|
-$25.1K |
| 3 |
CFP
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
-$15.2K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
26
Cape Investment Advisory
Mcdonough,
Georgia
| $219 | +$264 | +10 | New |
|
|
PWM
27
Proathlete Wealth Management
Boca Raton,
Florida
| $109 | +$132 | +5 | New |
|
|
28
Jane Street
New York
| – | -$1.08M | -40,000 | Closed |
|
BAI Hedge Fund Activity: Q1 2025 in Review
27 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q1 2025, worth a combined $42.9M — up 226% from $13.2M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BAI positions and 1 closed out — a net gain of 18 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Abundance Wealth Counselors, opening a new position worth an estimated $25.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.08M sold.
- 27 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q1 2025, up from 9 in Q4 2024.
- Funds reported $42.9M of iShares A.I. Innovation and Tech Active ETF stock for Q1 2025, up 226% quarter-over-quarter.
- 19 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q1 2025 and 1 closed out, a net change of +18 holders.
- The largest iShares A.I. Innovation and Tech Active ETF buyer in Q1 2025 was Abundance Wealth Counselors, an estimated $25.7M added.
- The largest iShares A.I. Innovation and Tech Active ETF seller in Q1 2025 was Jane Street, an estimated $1.08M sold.
Based on aggregated 13F filings for Q1 2025.