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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
AWMS
26
Advocacy Wealth Management Services
Georgia
$51.6M +$4.46M +128,759 +9%
Stifel Financial
27
Stifel Financial
Missouri
$51.5M +$7.5M +216,443 +16%
UCFA
28
United Capital Financial Advisors
Texas
$49.7M +$1.87M +53,817 +4%
SA
29
Sanctuary Advisors
Indiana
$49.4M +$6.98M +201,308 +16%
DWM
30
Destination Wealth Management
California
$46.7M +$48.6M +1,401,203 New
BlackRock
31
BlackRock
New York
$43.1M +$13.1M +377,797 +41%
AWC
32
Abundance Wealth Counselors
Pennsylvania
$36.7M -$12.3K -356 -0%
Osaic Holdings
33
Osaic Holdings
Arizona
$35.3M +$17.1M +494,073 +87%
PPW
34
Parcion Private Wealth
Washington
$34.5M -$713K -20,558 -2%
QWP
35
Quotient Wealth Partners
Texas
$32.7M +$34.1M +982,631 New
AG
36
Ascent Group
Virginia
$30.8M +$2.24M +64,716 +8%
AWM
37
AE Wealth Management
Kansas
$30.8M +$2.18M +62,844 +7%
APW
38
Austin Private Wealth
Texas
$28.2M +$1.28M +36,990 +5%
AI
39
Atria Investments
North Carolina
$26.6M +$2.37M +68,469 +9%
IA
40
Integrity Alliance
Iowa
$26.3M +$11.1M +320,361 +68%
IWC
41
Integrated Wealth Concepts
Massachusetts
$25.9M +$10.3M +296,819 +62%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$25.1M +$7M +202,056 +37%
CW
43
CreativeOne Wealth
Kansas
$25.1M +$1.99M +57,357 +8%
UBS Group
44
UBS Group
Switzerland
$22.7M +$14.2M +408,192 +149%
Truist Financial
45
Truist Financial
North Carolina
$22.5M +$1.6M +46,256 +7%
PCA
46
Prosperity Capital Advisors
Ohio
$22.1M +$4.68M +134,955 +25%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$21.9M +$5.12M +147,647 +29%
IWA
48
Icon Wealth Advisors
Texas
$20.5M +$1.41M +40,650 +7%
Mariner
49
Mariner
Kansas
$19.8M +$10.9M +315,521 +113%
US Bancorp
50
US Bancorp
Minnesota
$19.7M +$1.33M +38,463 +7%