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BAI

iShares A.I. Innovation and Tech Active ETF

383 hedge funds and large institutions have $6.27B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 239 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,290% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 10

900% more funds holding in top 10

Funds holding in top 10: 110 (+9)

760% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 15

213% more capital invested

Capital invested by funds: $2B → $6.27B (+$4.27B)

38% more funds holding

Funds holding: 277383 (+106)

23.62% more ownership

Funds ownership: 95.68%119.3% (+24%)

Holders
383
Holders Change
+106
Holders Change %
+38.27%
% of All Funds
5.03%
Holding in Top 10
10
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+900%
% of All Funds
0.13%
New
129
Increased
239
Reduced
10
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
76
Midwest Capital Advisors
Michigan
$8.37M +$3.89M +123,294 +101%
PAG
77
Private Advisor Group
New Jersey
$8.33M +$4.16M +131,807 +118%
TFGT
78
TS Financial Group (TSFG)
Illinois
$8.31M +$3.3M +104,721 +76%
WA
79
Wealth Alliance
New York
$8.18M +$3.74M +118,517 +98%
BIG
80
Bush Investment Group
Georgia
$8.02M +$4.7M +148,928 +173%
BTI
81
Blue Trust Inc
Georgia
$7.93M +$3.64M +115,358 +99%
Legacy Financial Group (Iowa)
82
Legacy Financial Group (Iowa)
Iowa
$7.93M +$7.32M +232,043 New
SL
83
SWMG LLC
Texas
$7.92M +$4.37M +138,639 +158%
VA
84
VestGen Advisors
Illinois
$7.69M +$4.43M +140,525 +166%
I
85
INVST
Indiana
$7.52M +$4.12M +130,624 +146%
KG
86
Kilter Group
New York
$7.51M +$4.11M +130,328 +145%
PIA
87
Perennial Investment Advisors
California
$7.4M +$3.62M +114,738 +113%
SWP
88
ShoreHaven Wealth Partners
New Jersey
$7.38M +$4.25M +134,713 +165%
CWS
89
Cypress Wealth Services
California
$7.23M +$3.27M +103,568 +96%
EL
90
EWA LLC
Pennsylvania
$7.17M -$816K -25,865 -11%
BCM
91
Brookstone Capital Management
Illinois
$6.99M +$4.16M +131,718 +181%
FFA
92
Farther Finance Advisors
California
$6.89M +$4.09M +129,614 +180%
ASN
93
Advisory Services Network
Georgia
$6.87M +$3.32M +105,084 +109%
T
94
Tidemark
California
$6.84M +$4.11M +130,335 +187%
LWA
95
Lineweaver Wealth Advisors
Ohio
$6.46M +$5.96M +188,983 New
KNFPWM
96
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$6.32M +$3.25M +102,907 +125%
RIA
97
Regal Investment Advisors
Michigan
$6.08M +$3.36M +106,486 +149%
BHWM
98
Bay Harbor Wealth Management
Maryland
$6.03M +$3.38M +107,103 +155%
P
99
&Partners
Tennessee
$5.91M +$3.62M +114,832 +199%
KW
100
KWB Wealth
California
$5.89M +$6.44M +203,987 New

BAI Hedge Fund Activity: Q3 2025 in Review

383 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q3 2025, worth a combined $6.27B — up 213% from $2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new BAI positions and 15 closed out — a net gain of 114 holders — while 239 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.09B. The largest seller was Horizon Wealth Management, cutting an estimated $4.64M.

  • 383 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q3 2025, up from 277 in Q2 2025.
  • Funds reported $6.27B of iShares A.I. Innovation and Tech Active ETF stock for Q3 2025, up 213% quarter-over-quarter.
  • 129 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q3 2025 and 15 closed out, a net change of +114 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $1.09B added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q3 2025 was Horizon Wealth Management, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2025.