BAI

iShares A.I. Innovation and Tech Active ETF

378 hedge funds and large institutions have $6.24B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 235 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.18B
2 +$419M
3 +$179M
4
JP Morgan Chase
JP Morgan Chase
New York
+$158M
5
Morgan Stanley
Morgan Stanley
New York
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$8.33M
TFGT
77
TS Financial Group (TSFG)
Illinois
$8.31M
WA
78
Wealth Alliance
New York
$8.18M
BIG
79
Bush Investment Group
Georgia
$8.02M
BTI
80
Blue Trust Inc
Georgia
$7.93M
Legacy Financial Group (Iowa)
81
Legacy Financial Group (Iowa)
Iowa
$7.93M
SL
82
SWMG LLC
Texas
$7.92M
VA
83
VestGen Advisors
Illinois
$7.69M
PIA
84
Perennial Investment Advisors
California
$7.4M
SWP
85
ShoreHaven Wealth Partners
New Jersey
$7.38M
CWS
86
Cypress Wealth Services
California
$7.23M
EL
87
EWA LLC
Pennsylvania
$7.17M
BCM
88
Brookstone Capital Management
Illinois
$6.99M
FFA
89
Farther Finance Advisors
California
$6.89M
ASN
90
Advisory Services Network
Georgia
$6.87M
T
91
Tidemark
California
$6.84M
LWA
92
Lineweaver Wealth Advisors
Ohio
$6.46M
KNFPWM
93
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$6.32M
RIA
94
Regal Investment Advisors
Michigan
$6.08M
BHWM
95
Bay Harbor Wealth Management
Maryland
$6.03M
P
96
&Partners
Tennessee
$5.91M
KW
97
KWB Wealth
California
$5.89M
CAL
98
Capital Analysts LLC
Pennsylvania
$5.69M
GRP
99
Global Retirement Partners
California
$5.68M
KAS
100
Kestra Advisory Services
Texas
$5.67M