BAI

iShares A.I. Innovation and Tech Active ETF

382 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, 238 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
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 +$1.09B
2 +$387M
3 +$165M
4
JP Morgan Chase
JP Morgan Chase
New York
+$146M
5
Morgan Stanley
Morgan Stanley
New York
+$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$5.69M
GRP
102
Global Retirement Partners
California
$5.68M
KAS
103
Kestra Advisory Services
Texas
$5.67M
NP
104
NorthRock Partners
Minnesota
$5.63M
SA
105
Sovran Advisors
California
$5.59M
AssetMark Inc
106
AssetMark Inc
California
$5.38M
WP
107
WealthShield Partners
North Carolina
$5.32M
TWM
108
TSA Wealth Management
Texas
$5.26M
AR
109
Apeiron RIA
Texas
$5.25M
SCA
110
Snowden Capital Advisors
New York
$5.16M
IP
111
Integras Partners
Georgia
$5.07M
CAM
112
Cobblestone Asset Management
Virginia
$5.01M
MW
113
Maia Wealth
Colorado
$4.97M
VPP
114
Vertex Planning Partners
Illinois
$4.83M
SIM
115
Synergy Investment Management
Florida
$4.81M
SWM
116
StoneCrest Wealth Management
Arizona
$4.72M
USCWA
117
U.S. Capital Wealth Advisors
Texas
$4.65M
QPWM
118
Quadrant Private Wealth Management
Pennsylvania
$4.65M
PS
119
Principal Securities
Iowa
$4.48M
SWM
120
SigFig Wealth Management
California
$4.48M
MGWM
121
Marks Group Wealth Management
Minnesota
$4.47M
GF
122
Gries Financial
Ohio
$4.41M
HWM
123
Hobbs Wealth Management
Indiana
$4.4M
MFA
124
Mayflower Financial Advisors
Massachusetts
$4.37M
AWP
125
Avid Wealth Partners
Texas
$4.32M