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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
WP
101
WealthShield Partners
North Carolina
$1.92M +$1.63M +66,507 New
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$407K +16,633 +35%
SCA
103
Snowden Capital Advisors
New York
$1.84M +$1.56M +63,888 New
LWM
104
Liberty Wealth Management
California
$1.83M +$1.56M +63,541 New
HWM
105
Hobbs Wealth Management
Indiana
$1.74M +$1.48M +60,443 New
SA
106
Sovran Advisors
California
$1.74M +$1.47M +60,182 New
VPP
107
Vertex Planning Partners
Illinois
$1.72M +$1.46M +59,582 New
P
108
&Partners
Tennessee
$1.67M +$1.41M +57,660 New
IFG
109
Independent Financial Group
California
$1.67M +$1.41M +57,797 New
GS
110
GTS Securities
New York
$1.66M +$1.4M +57,390 New
MFA
111
Mayflower Financial Advisors
Massachusetts
$1.65M +$1.4M +57,262 New
SF
112
SWP Financial
California
$1.63M +$1.38M +56,407 New
CAL
113
Capital Analysts LLC
Pennsylvania
$1.62M +$1.38M +56,239 New
KWM
114
Keebeck Wealth Management
Illinois
$1.62M +$1.37M +56,010 New
MW
115
Maia Wealth
Colorado
$1.61M +$1.37M +55,936 New
CAM
116
Cobblestone Asset Management
Virginia
$1.61M +$1.36M +55,763 New
SW
117
Simplicity Wealth
New Jersey
$1.59M +$1.35M +55,152 New
QPWM
118
Quadrant Private Wealth Management
Pennsylvania
$1.57M +$1.33M +54,253 New
AR
119
Apeiron RIA
Texas
$1.56M +$1.32M +54,052 New
GRP
120
Global Retirement Partners
California
$1.49M +$1.27M +51,763 New
CWM
121
Certus Wealth Management
California
$1.47M +$1.25M +50,898 New
SWM
122
SigFig Wealth Management
California
$1.45M +$1.24M +50,665 New
TPWA
123
Twin Peaks Wealth Advisors
California
$1.44M +$1.09M +44,438 New
MCM
124
M1 Capital Management
Michigan
$1.43M +$1.22M +49,681 New
PS
125
Principal Securities
Iowa
$1.43M +$1.21M +49,519 New
3 4
5
6 7

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.