BAI

iShares A.I. Innovation and Tech Active ETF

371 hedge funds and large institutions have $6.18B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 231 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
WP
101
WealthShield Partners
North Carolina
$5.32M
TWM
102
TSA Wealth Management
Texas
$5.26M
AR
103
Apeiron RIA
Texas
$5.25M
SCA
104
Snowden Capital Advisors
New York
$5.16M
IP
105
Integras Partners
Georgia
$5.07M
CAM
106
Cobblestone Asset Management
Virginia
$5.01M
MW
107
Maia Wealth
Colorado
$4.97M
VPP
108
Vertex Planning Partners
Illinois
$4.83M
SIM
109
Synergy Investment Management
Florida
$4.81M
SWM
110
StoneCrest Wealth Management
Arizona
$4.72M
USCWA
111
U.S. Capital Wealth Advisors
Texas
$4.65M
QPWM
112
Quadrant Private Wealth Management
Pennsylvania
$4.65M
PS
113
Principal Securities
Iowa
$4.48M
SWM
114
SigFig Wealth Management
California
$4.48M
MGWM
115
Marks Group Wealth Management
Minnesota
$4.47M
GF
116
Gries Financial
Ohio
$4.41M
HWM
117
Hobbs Wealth Management
Indiana
$4.4M
MFA
118
Mayflower Financial Advisors
Massachusetts
$4.37M
AWP
119
Avid Wealth Partners
Texas
$4.32M
SFM
120
Signet Financial Management
New Jersey
$4.21M
AWM
121
Apollon Wealth Management
South Carolina
$4.12M
KFSC
122
Keystone Financial Services (Colorado)
Colorado
$4.03M
TVM
123
True Vision MN
Minnesota
$3.94M
SF
124
SWP Financial
California
$3.77M
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$3.75M