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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
SHJ
51
Sharkey, Howes & Javer
Colorado
$19M +$1.28M +36,822 +7%
IWM
52
IHT Wealth Management
Illinois
$17.9M +$6.39M +184,414 +52%
MOS
53
MGO One Seven
Ohio
$17.4M +$7.14M +205,896 +65%
SA
54
Scarborough Advisors
Maryland
$17M +$765K +22,061 +5%
PAMG
55
Patton Albertson Miller Group
Tennessee
$16.8M +$17.5M +503,874 New
SFP
56
Shepherd Financial Partners
Massachusetts
$16.6M +$1.79M +51,523 +12%
EH
57
Equitable Holdings
New York
$16.1M +$5.05M +145,798 +43%
CIAS
58
CFS Investment Advisory Services
New Jersey
$15.9M +$1.41M +40,658 +9%
WWG
59
West Wealth Group
California
$15.6M +$1.58M +45,654 +11%
MPW
60
MA Private Wealth
California
$15M +$15.6M +450,128 New
SPIA
61
Steward Partners Investment Advisory
New York
$15M +$3.01M +86,811 +24%
HGWM
62
Horst & Graben Wealth Management
Oregon
$15M +$680K +19,626 +5%
SW
63
SteelPeak Wealth
California
$14.6M -$442K -12,740 -3%
SHIM
64
Stone House Investment Management
Pennsylvania
$14.1M +$141K +4,069 +1%
KW
65
KWB Wealth
California
$14.1M +$7.59M +218,967 +107%
CWA
66
Centerline Wealth Advisors
Kentucky
$13.8M +$14.4M +415,575 New
TFGT
67
TS Financial Group (TSFG)
Illinois
$13.7M +$5.8M +167,202 +69%
PAG
68
Private Advisor Group
New Jersey
$13.6M +$5.73M +165,259 +68%
BCI
69
Brinker Capital Investments
Pennsylvania
$13.2M +$2.04M +58,771 +17%
TWP
70
Triad Wealth Partners
Kansas
$13M +$3.31M +95,525 +33%
HFA
71
High Falls Advisors
New York
$12.9M +$1.67M +48,149 +14%
UW
72
Unique Wealth
Florida
$12.6M +$13.1M +378,295 New
PWA
73
Physician Wealth Advisors
Utah
$12.3M +$999K +28,831 +8%
SFS
74
Security Financial Services
Indiana
$12.1M +$919K +26,518 +8%
KFGK
75
Keystone Financial Group (Kentucky)
Kentucky
$12M +$3.16M +91,215 +34%