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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

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: 1 → 10 (+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: 277 → 383 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.09B
2
LPL Financial
LPL Financial
California
+$387M
3
PAS
Park Avenue Securities
New York
+$165M
4
JP Morgan Chase
JP Morgan Chase
New York
+$146M
5
Morgan Stanley
Morgan Stanley
New York
+$97.5M

Top Sellers

Rank Fund Capital Flow
1
HWM
Horizon Wealth Management
Illinois
-$4.64M
2
Jane Street
Jane Street
New York
-$4.62M
3
GS
GTS Securities
New York
-$1.66M
4
MYIA
Mount Yale Investment Advisors
Colorado
-$903K
5
EL
EWA LLC
Pennsylvania
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$5.69M +$3.48M +110,372 +196%
GRP
102
Global Retirement Partners
California
$5.68M +$3.61M +114,401 +221%
KAS
103
Kestra Advisory Services
Texas
$5.67M +$2.89M +91,512 +123%
NP
104
NorthRock Partners
Minnesota
$5.63M +$5.2M +164,902 New
SA
105
Sovran Advisors
California
$5.59M +$2.86M +90,792 +151%
AssetMark Inc
106
AssetMark Inc
California
$5.38M +$2.49M +78,939 +101%
WP
107
WealthShield Partners
North Carolina
$5.32M +$2.82M +89,369 +134%
TWM
108
TSA Wealth Management
Texas
$5.26M +$1.94M +61,561 +67%
AR
109
Apeiron RIA
Texas
$5.25M +$2.98M +94,322 +175%
SCA
110
Snowden Capital Advisors
New York
$5.16M +$2.75M +87,027 +136%
IP
111
Integras Partners
Georgia
$5.07M +$2.13M +67,499 +83%
CAM
112
Cobblestone Asset Management
Virginia
$5.01M +$2.87M +90,950 +163%
MW
113
Maia Wealth
Colorado
$4.97M +$2.57M +81,470 +146%
VPP
114
Vertex Planning Partners
Illinois
$4.83M +$2.58M +81,716 +137%
SIM
115
Synergy Investment Management
Florida
$4.81M +$4.44M +140,781 New
SWM
116
StoneCrest Wealth Management
Arizona
$4.72M +$101K +3,194 +2%
USCWA
117
U.S. Capital Wealth Advisors
Texas
$4.65M +$1.91M +60,678 +80%
QPWM
118
Quadrant Private Wealth Management
Pennsylvania
$4.65M +$2.58M +81,871 +151%
PS
119
Principal Securities
Iowa
$4.48M +$2.58M +81,703 +165%
SWM
120
SigFig Wealth Management
California
$4.48M +$2.55M +80,801 +159%
MGWM
121
Marks Group Wealth Management
Minnesota
$4.47M +$1.77M +56,166 +75%
GF
122
Gries Financial
Ohio
$4.41M +$4.07M +129,075 New
HWM
123
Hobbs Wealth Management
Indiana
$4.4M +$2.16M +68,418 +113%
MFA
124
Mayflower Financial Advisors
Massachusetts
$4.37M +$2.23M +70,589 +123%
AWP
125
Avid Wealth Partners
Texas
$4.32M -$115K -3,655 -3%
3 4
5
6 7

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.