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
NP
101
NorthRock Partners
Minnesota
$5.63M
SA
102
Sovran Advisors
California
$5.59M
AssetMark Inc
103
AssetMark Inc
California
$5.38M
WP
104
WealthShield Partners
North Carolina
$5.32M
TWM
105
TSA Wealth Management
Texas
$5.26M
AR
106
Apeiron RIA
Texas
$5.25M
SCA
107
Snowden Capital Advisors
New York
$5.16M
IP
108
Integras Partners
Georgia
$5.07M
CAM
109
Cobblestone Asset Management
Virginia
$5.01M
MW
110
Maia Wealth
Colorado
$4.97M
VPP
111
Vertex Planning Partners
Illinois
$4.83M
SIM
112
Synergy Investment Management
Florida
$4.81M
SWM
113
StoneCrest Wealth Management
Arizona
$4.72M
USCWA
114
U.S. Capital Wealth Advisors
Texas
$4.65M
QPWM
115
Quadrant Private Wealth Management
Pennsylvania
$4.65M
PS
116
Principal Securities
Iowa
$4.48M
SWM
117
SigFig Wealth Management
California
$4.48M
MGWM
118
Marks Group Wealth Management
Minnesota
$4.47M
GF
119
Gries Financial
Ohio
$4.41M
HWM
120
Hobbs Wealth Management
Indiana
$4.4M
MFA
121
Mayflower Financial Advisors
Massachusetts
$4.37M
AWP
122
Avid Wealth Partners
Texas
$4.32M
SFM
123
Signet Financial Management
New Jersey
$4.21M
AWM
124
Apollon Wealth Management
South Carolina
$4.12M
KFSC
125
Keystone Financial Services (Colorado)
Colorado
$4.03M