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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

277 hedge funds and large institutions have $2B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 252 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,500% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 2

4,566% more capital invested

Capital invested by funds: $42.9M → $2B (+$1.96B)

926% more funds holding

Funds holding: 27 → 277 (+250)

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

49.9% more ownership

Funds ownership: 45.78% → 95.68% (+50%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
277
Holders Change
+250
Holders Change %
+925.93%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
252
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$538M
2
LPL Financial
LPL Financial
California
+$179M
3
JP Morgan Chase
JP Morgan Chase
New York
+$96.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$64.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$53.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.03M
2
BSG
Black Swift Group
Colorado
-$688K
3
SS
Sunbelt Securities
Texas
-$257K
4
FMP
Financial Management Professionals
Texas
-$99.8K
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$20.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$9.95M +$8.44M +344,995 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$7.95M +$6.74M +275,467 New
AI
28
Atria Investments
North Carolina
$7.74M +$6.56M +268,193 New
Truist Financial
29
Truist Financial
North Carolina
$7.54M +$6.4M +261,510 New
SFP
30
Shepherd Financial Partners
Massachusetts
$7.32M +$6.21M +253,799 New
EL
31
EWA LLC
Pennsylvania
$6.81M +$5.77M +235,893 New
SHJ
32
Sharkey, Howes & Javer
Colorado
$6.49M +$5.51M +225,104 New
Osaic Holdings
33
Osaic Holdings
Arizona
$6.32M +$5.24M +214,004 +4,254%
US Bancorp
34
US Bancorp
Minnesota
$6.3M +$5.34M +218,348 New
CIAS
35
CFS Investment Advisory Services
New Jersey
$6.24M +$5.29M +216,193 New
SA
36
Scarborough Advisors
Maryland
$6.2M +$5.26M +215,020 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$6.07M +$5.15M +210,352 New
PCA
38
Prosperity Capital Advisors
Ohio
$5.91M +$5.01M +204,719 New
SFS
39
Security Financial Services
Indiana
$5.77M +$4.89M +199,923 New
IWA
40
Icon Wealth Advisors
Texas
$5.74M +$4.87M +198,976 New
Raymond James Financial
41
Raymond James Financial
Florida
$5.59M +$4.75M +193,875 New
Mariner
42
Mariner
Kansas
$5.31M +$4.51M +184,211 New
KFS
43
Kelly Financial Services
Massachusetts
$5.26M +$4.46M +182,257 New
SW
44
SteelPeak Wealth
California
$5.01M +$4.25M +173,657 New
WWG
45
West Wealth Group
California
$4.93M +$3.83M +156,642 New
EL
46
EQ LLC
Washington
$4.82M +$4.09M +167,032 New
HGWM
47
Horst & Graben Wealth Management
Oregon
$4.68M +$3.97M +162,181 New
Jane Street
48
Jane Street
New York
$4.62M +$3.92M +160,000 New
HWM
49
Horizon Wealth Management
Illinois
$4.57M +$3.88M +158,555 New
OAP
50
One Advisory Partners
Kansas
$4.53M +$3.67M +149,931 New
1
2
3 4 5

BAI Hedge Fund Activity: Q2 2025 in Review

277 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q2 2025, worth a combined $2B — up 4,566% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new BAI positions and 2 closed out — a net gain of 250 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $538M. The largest seller was BlackRock, cutting an estimated $9.03M.

  • 277 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $2B of iShares A.I. Innovation and Tech Active ETF stock for Q2 2025, up 4,566% quarter-over-quarter.
  • 252 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q2 2025 and 2 closed out, a net change of +250 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $538M added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q2 2025 was BlackRock, an estimated $9.03M sold.

Based on aggregated 13F filings for Q2 2025.