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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
SHIM
51
Stone House Investment Management
Pennsylvania
$14.4M +$13.3M +420,411 New
SPIA
52
Steward Partners Investment Advisory
New York
$12.4M +$9M +285,174 +365%
IWM
53
IHT Wealth Management
Illinois
$12.1M +$11.2M +353,903 New
PWA
54
Physician Wealth Advisors
Utah
$11.6M +$6.45M +204,571 +151%
HFA
55
High Falls Advisors
New York
$11.6M +$6.22M +197,041 +139%
EH
56
Equitable Holdings
New York
$11.6M +$6.75M +214,060 +172%
BCI
57
Brinker Capital Investments
Pennsylvania
$11.5M +$6.43M +203,786 +152%
SFS
58
Security Financial Services
Indiana
$11.5M +$4.31M +136,731 +68%
TVAMP
59
Tennessee Valley Asset Management Partners
Tennessee
$11.1M +$10.3M +325,310 New
MOS
60
MGO One Seven
Ohio
$10.8M +$9.1M +288,502 +1,013%
MC
61
McMorgan & Co
California
$10.7M +$9.85M +312,369 New
KFS
62
Kelly Financial Services
Massachusetts
$10.2M +$3.67M +116,489 +64%
TWP
63
Triad Wealth Partners
Kansas
$10M +$5.07M +160,641 +121%
EL
64
EQ LLC
Washington
$9.66M +$3.65M +115,741 +69%
OWA
65
One Wealth Advisors
California
$9.62M +$5.23M +165,869 +143%
PFG
66
PAX Financial Group
Texas
$9.57M +$5.66M +179,554 +179%
Mariner
67
Mariner
Kansas
$9.55M +$3.01M +95,289 +52%
UBS Group
68
UBS Group
Switzerland
$9.36M +$8.64M +273,885 New
TF
69
Trek Financial
Arizona
$9.32M +$5.68M +180,134 +195%
BFG
70
Beacon Financial Group
Texas
$9.16M +$4.33M +137,350 +105%
KFGK
71
Keystone Financial Group (Kentucky)
Kentucky
$9.15M +$8.12M +257,337 +2,419%
DA
72
Detalus Advisors
Missouri
$8.98M +$4.74M +150,312 +134%
SB
73
Strategic Blueprint
Georgia
$8.85M +$3.37M +106,864 +70%
AIP
74
Almanack Investment Partners
Pennsylvania
$8.8M +$8.13M +257,702 New
OAP
75
One Advisory Partners
Kansas
$8.77M +$3.09M +97,802 +65%

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.