BAI

iShares A.I. Innovation and Tech Active ETF

491 hedge funds and large institutions have $8.5B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 313 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
51
Sharkey, Howes & Javer
Colorado
$19M
IWM
52
IHT Wealth Management
Illinois
$17.9M
MOS
53
MGO One Seven
Ohio
$17.4M
SA
54
Scarborough Advisors
Maryland
$17M
PAMG
55
Patton Albertson Miller Group
Tennessee
$16.8M
SFP
56
Shepherd Financial Partners
Massachusetts
$16.6M
EH
57
Equitable Holdings
New York
$16.1M
CIAS
58
CFS Investment Advisory Services
New Jersey
$15.9M
WWG
59
West Wealth Group
California
$15.6M
MPW
60
MA Private Wealth
California
$15M
SPIA
61
Steward Partners Investment Advisory
New York
$15M
HGWM
62
Horst & Graben Wealth Management
Oregon
$15M
SW
63
SteelPeak Wealth
California
$14.6M
SHIM
64
Stone House Investment Management
Pennsylvania
$14.1M
KW
65
KWB Wealth
California
$14.1M
CWA
66
Centerline Wealth Advisors
Kentucky
$13.8M
TFGT
67
TS Financial Group (TSFG)
Illinois
$13.7M
PAG
68
Private Advisor Group
New Jersey
$13.6M
BCI
69
Brinker Capital Investments
Pennsylvania
$13.2M
TWP
70
Triad Wealth Partners
Kansas
$13M
HFA
71
High Falls Advisors
New York
$12.9M
UW
72
Unique Wealth
Florida
$12.6M
PWA
73
Physician Wealth Advisors
Utah
$12.3M
SFS
74
Security Financial Services
Indiana
$12.1M
KFGK
75
Keystone Financial Group (Kentucky)
Kentucky
$12M