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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
SB
51
Strategic Blueprint
Georgia
$4.4M +$3.73M +152,348 New
AAS
52
Avantax Advisory Services
Texas
$4.26M +$3.61M +147,504 New
IA
53
Integrity Alliance
Iowa
$4.1M +$3.48M +142,197 New
HFA
54
High Falls Advisors
New York
$4.08M +$3.46M +141,420 New
TFGT
55
TS Financial Group (TSFG)
Illinois
$3.99M +$3.39M +138,429 New
PWA
56
Physician Wealth Advisors
Utah
$3.91M +$3.31M +135,093 +25,017%
SWM
57
StoneCrest Wealth Management
Arizona
$3.89M +$140K +5,737 +4%
BCI
58
Brinker Capital Investments
Pennsylvania
$3.86M +$3.27M +133,677 New
TWP
59
Triad Wealth Partners
Kansas
$3.84M +$3.26M +133,092 New
BFG
60
Beacon Financial Group
Texas
$3.77M +$3.2M +130,833 New
AWP
61
Avid Wealth Partners
Texas
$3.75M +$3.18M +130,002 New
EH
62
Equitable Holdings
New York
$3.59M +$3.04M +124,374 New
MCA
63
Midwest Capital Advisors
Michigan
$3.51M +$2.98M +121,771 New
WA
64
Wealth Alliance
New York
$3.49M +$2.96M +120,799 New
BTI
65
Blue Trust Inc
Georgia
$3.37M +$2.86M +116,850 New
OWA
66
One Wealth Advisors
California
$3.34M +$2.83M +115,742 New
AWS
67
Atria Wealth Solutions
New York
$3.3M +$2.8M +114,539 New
DA
68
Detalus Advisors
Missouri
$3.25M +$2.76M +112,559 New
PAG
69
Private Advisor Group
New Jersey
$3.23M +$2.74M +111,948 New
KFSC
70
Keystone Financial Services (Colorado)
Colorado
$3.14M +$2.66M +108,786 New
CWS
71
Cypress Wealth Services
California
$3.12M +$2.64M +107,993 New
CSWG
72
Cardinal Strategic Wealth Guidance
Kentucky
$3.09M +$2.62M +107,032 New
ASN
73
Advisory Services Network
Georgia
$3M +$2.35M +96,102 New
PIA
74
Perennial Investment Advisors
California
$2.94M +$2.5M +101,984 New
PFG
75
PAX Financial Group
Texas
$2.9M +$2.46M +100,485 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.