We are live on ! Find out more
BAI

iShares A.I. Innovation and Tech Active ETF

383 hedge funds and large institutions have $6.27B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 239 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,290% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 10

900% more funds holding in top 10

Funds holding in top 10: 110 (+9)

760% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 15

213% more capital invested

Capital invested by funds: $2B → $6.27B (+$4.27B)

38% more funds holding

Funds holding: 277383 (+106)

23.62% more ownership

Funds ownership: 95.68%119.3% (+24%)

Holders
383
Holders Change
+106
Holders Change %
+38.27%
% of All Funds
5.03%
Holding in Top 10
10
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+900%
% of All Funds
0.13%
New
129
Increased
239
Reduced
10
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWC
26
Abundance Wealth Counselors
Pennsylvania
$37.6M +$3.41M +108,136 +11%
PPW
27
Parcion Private Wealth
Washington
$36.1M -$248K -7,876 -0.7%
BlackRock
28
BlackRock
New York
$31.3M +$27.9M +885,029 +2,838%
AWM
29
AE Wealth Management
Kansas
$29.4M +$15.4M +486,763 +130%
AG
30
Ascent Group
Virginia
$29.4M +$12.7M +401,290 +87%
APW
31
Austin Private Wealth
Texas
$27.6M +$13.2M +417,010 +107%
AI
32
Atria Investments
North Carolina
$25M +$14.6M +462,548 +172%
CW
33
CreativeOne Wealth
Kansas
$23.7M +$11M +350,192 +102%
Truist Financial
34
Truist Financial
North Carolina
$21.5M +$11.6M +366,947 +140%
IWA
35
Icon Wealth Advisors
Texas
$19.7M +$11.9M +376,397 +189%
US Bancorp
36
US Bancorp
Minnesota
$18.9M +$10.5M +334,057 +153%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$18.8M +$14.9M +472,427 +601%
Osaic Holdings
38
Osaic Holdings
Arizona
$18.7M +$11M +347,559 +159%
SHJ
39
Sharkey, Howes & Javer
Colorado
$18.2M +$9.73M +308,538 +137%
PCA
40
Prosperity Capital Advisors
Ohio
$18.1M +$10.3M +324,951 +159%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$17.4M +$9.44M +299,346 +142%
SA
42
Scarborough Advisors
Maryland
$16.7M +$8.62M +273,238 +127%
IWC
43
Integrated Wealth Concepts
Massachusetts
$16.4M +$6.47M +205,155 +74%
IA
44
Integrity Alliance
Iowa
$16M +$10.3M +325,779 +229%
CIAS
45
CFS Investment Advisory Services
New Jersey
$15.6M +$6.92M +219,428 +101%
SW
46
SteelPeak Wealth
California
$15.4M +$8.75M +277,376 +160%
SFP
47
Shepherd Financial Partners
Massachusetts
$15.3M +$6.1M +193,479 +76%
BFG
48
Buttonwood Financial Group
Missouri
$15.3M +$13.9M +439,254 New
WWG
49
West Wealth Group
California
$14.8M +$8.4M +266,111 +170%
HGWM
50
Horst & Graben Wealth Management
Oregon
$14.7M +$8.44M +267,463 +165%

BAI Hedge Fund Activity: Q3 2025 in Review

383 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q3 2025, worth a combined $6.27B — up 213% from $2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new BAI positions and 15 closed out — a net gain of 114 holders — while 239 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.09B. The largest seller was Horizon Wealth Management, cutting an estimated $4.64M.

  • 383 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q3 2025, up from 277 in Q2 2025.
  • Funds reported $6.27B of iShares A.I. Innovation and Tech Active ETF stock for Q3 2025, up 213% quarter-over-quarter.
  • 129 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q3 2025 and 15 closed out, a net change of +114 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $1.09B added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q3 2025 was Horizon Wealth Management, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2025.