BAI

iShares A.I. Innovation and Tech Active ETF

377 hedge funds and large institutions have $6.2B 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, 234 increasing their positions, 10 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
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

Top Sellers

1 -$19.3M
2 -$5.03M
3 -$4.62M
4
GS
GTS Securities
New York
-$1.66M
5
MYIA
Mount Yale Investment Advisors
Colorado
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sovran Advisors
California
$5.59M
AssetMark Inc
102
AssetMark Inc
California
$5.38M
WP
103
WealthShield Partners
North Carolina
$5.32M
TWM
104
TSA Wealth Management
Texas
$5.26M
AR
105
Apeiron RIA
Texas
$5.25M
SCA
106
Snowden Capital Advisors
New York
$5.16M
IP
107
Integras Partners
Georgia
$5.07M
CAM
108
Cobblestone Asset Management
Virginia
$5.01M
MW
109
Maia Wealth
Colorado
$4.97M
VPP
110
Vertex Planning Partners
Illinois
$4.83M
SIM
111
Synergy Investment Management
Florida
$4.81M
SWM
112
StoneCrest Wealth Management
Arizona
$4.72M
USCWA
113
U.S. Capital Wealth Advisors
Texas
$4.65M
QPWM
114
Quadrant Private Wealth Management
Pennsylvania
$4.65M
PS
115
Principal Securities
Iowa
$4.48M
SWM
116
SigFig Wealth Management
California
$4.48M
MGWM
117
Marks Group Wealth Management
Minnesota
$4.47M
GF
118
Gries Financial
Ohio
$4.41M
HWM
119
Hobbs Wealth Management
Indiana
$4.4M
MFA
120
Mayflower Financial Advisors
Massachusetts
$4.37M
AWP
121
Avid Wealth Partners
Texas
$4.32M
SFM
122
Signet Financial Management
New Jersey
$4.21M
AWM
123
Apollon Wealth Management
South Carolina
$4.12M
KFSC
124
Keystone Financial Services (Colorado)
Colorado
$4.03M
TVM
125
True Vision MN
Minnesota
$3.94M