BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Overview Fund Activity

273 hedge funds and large institutions have $1.97B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+246
Holders Change %
+911.11%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
248
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$634M
2
LPL Financial
2
LPL Financial
California
$219M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$114M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$76M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$63.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$900K
2
BSG
2
Black Swift Group
Colorado
$0
3
SS
3
Sunbelt Securities
Texas
$164K
4
FMP
4
Financial Management Professionals
Texas
$27.6K
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
TSA Wealth Management
Texas
$2.67M +$2.67M +92,506 New
VA
77
VestGen Advisors
Illinois
$2.63M +$2.63M +84,494 New
KG
78
Kilter Group
New York
$2.59M +$2.59M +89,622 New
GLA
79
Good Life Advisors
Pennsylvania
$2.56M +$2.56M +88,786 New
BIG
80
Bush Investment Group
Georgia
$2.48M +$2.48M +85,978 New
SL
81
Sentinus LLC
Illinois
$2.41M +$2.41M +83,379 New
SFM
82
Signet Financial Management
New Jersey
$2.38M +$2.38M +82,590 New
KNFPWM
83
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.37M +$2.37M +82,084 New
SWP
84
ShoreHaven Wealth Partners
New Jersey
$2.35M +$2.35M +81,412 New
IP
85
Integras Partners
Georgia
$2.34M +$2.34M +81,012 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$2.27M +$2.26M +78,341 +34,061%
AssetMark Inc
87
AssetMark Inc
California
$2.27M +$2.27M +78,546 New
SPIA
88
Steward Partners Investment Advisory
New York
$2.25M +$2.25M +78,136 New
USCWA
89
U.S. Capital Wealth Advisors
Texas
$2.18M +$2.18M +75,471 New
MGWM
90
Marks Group Wealth Management
Minnesota
$2.15M +$2.15M +74,676 New
KAS
91
Kestra Advisory Services
Texas
$2.15M +$2.15M +74,568 New
BCM
92
Brookstone Capital Management
Illinois
$2.1M +$2.1M +72,786 New
FFA
93
Farther Finance Advisors
California
$2.08M +$2.08M +72,187 New
RIA
94
Regal Investment Advisors
Michigan
$2.07M +$2.07M +71,624 New
FHA
95
First Horizon Advisors
Tennessee
$2.03M +$2.03M +70,363 New
T
96
Tidemark
California
$2.02M +$2.02M +69,869 New
BHWM
97
Bay Harbor Wealth Management
Maryland
$2M +$2M +69,301 New
WP
98
WealthShield Partners
North Carolina
$1.92M +$1.92M +66,507 New
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$480K +16,633 +35%
SCA
100
Snowden Capital Advisors
New York
$1.84M +$1.84M +63,888 New
2 3
4
5 6