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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
SL
76
SWMG LLC
Texas
$2.69M +$2.15M +87,822 New
TF
77
Trek Financial
Arizona
$2.67M +$2.27M +92,558 New
TWM
78
TSA Wealth Management
Texas
$2.67M +$2.26M +92,506 New
VA
79
VestGen Advisors
Illinois
$2.63M +$2.07M +84,494 New
KG
80
Kilter Group
New York
$2.59M +$2.19M +89,622 New
I
81
INVST
Indiana
$2.58M +$2.19M +89,527 New
GLA
82
Good Life Advisors
Pennsylvania
$2.56M +$2.17M +88,786 New
BIG
83
Bush Investment Group
Georgia
$2.48M +$2.1M +85,978 New
SL
84
Sentinus LLC
Illinois
$2.41M +$2.04M +83,379 New
SFM
85
Signet Financial Management
New Jersey
$2.38M +$2.02M +82,590 New
KNFPWM
86
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.37M +$2.01M +82,084 New
SWP
87
ShoreHaven Wealth Partners
New Jersey
$2.35M +$1.99M +81,412 New
IP
88
Integras Partners
Georgia
$2.34M +$1.98M +81,012 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$2.27M +$1.92M +78,341 +34,061%
AssetMark Inc
90
AssetMark Inc
California
$2.27M +$1.92M +78,546 New
SPIA
91
Steward Partners Investment Advisory
New York
$2.25M +$1.91M +78,136 New
USCWA
92
U.S. Capital Wealth Advisors
Texas
$2.18M +$1.85M +75,471 New
MGWM
93
Marks Group Wealth Management
Minnesota
$2.15M +$1.83M +74,676 New
KAS
94
Kestra Advisory Services
Texas
$2.15M +$1.83M +74,568 New
BCM
95
Brookstone Capital Management
Illinois
$2.1M +$1.78M +72,786 New
FFA
96
Farther Finance Advisors
California
$2.08M +$1.77M +72,187 New
RIA
97
Regal Investment Advisors
Michigan
$2.07M +$1.75M +71,624 New
FHA
98
First Horizon Advisors
Tennessee
$2.03M +$1.72M +70,363 New
T
99
Tidemark
California
$2.02M +$1.71M +69,869 New
BHWM
100
Bay Harbor Wealth Management
Maryland
$2M +$1.7M +69,301 New
2 3
4
5 6

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.