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BAI

iShares A.I. Innovation and Tech Active ETF

508 hedge funds and large institutions have $8.54B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 317 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

923% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 31

825% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 16

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

36% more capital invested

Capital invested by funds: $6.27B → $8.54B (+$2.27B)

33% more funds holding

Funds holding: 383508 (+125)

12.95% less ownership

Funds ownership: 119.3%106.36% (-13%)

Holders
508
Holders Change
+125
Holders Change %
+32.64%
% of All Funds
6.18%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.21%
New
148
Increased
317
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GMFG
101
Greater Midwest Financial Group
Minnesota
$8.34M +$8.68M +250,397 New
KG
102
Kilter Group
New York
$8.31M +$1.02M +29,461 +13%
CWS
103
Cypress Wealth Services
California
$8.29M +$1.3M +37,432 +18%
BIG
104
Bush Investment Group
Georgia
$8.1M +$292K +8,423 +4%
CSWG
105
Cardinal Strategic Wealth Guidance
Kentucky
$8.09M +$4.73M +136,335 +128%
VT
106
Vise Technologies
New York
$8.08M +$5.14M +148,272 +157%
AR
107
Apeiron RIA
Texas
$8.06M +$3.02M +86,993 +59%
Legacy Financial Group (Iowa)
108
Legacy Financial Group (Iowa)
Iowa
$7.94M +$387K +11,178 +5%
RIA
109
Regal Investment Advisors
Michigan
$7.81M +$1.96M +56,481 +32%
BCM
110
Brookstone Capital Management
Illinois
$7.58M +$797K +23,000 +11%
BTI
111
Blue Trust Inc
Georgia
$7.52M -$219K -6,324 -3%
SWP
112
Stratos Wealth Partners
Ohio
$7.51M +$5.23M +150,987 +202%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$7.48M +$3.98M +114,952 +105%
ASN
114
Advisory Services Network
Georgia
$7.47M +$802K +23,141 +12%
EL
115
EWA LLC
Pennsylvania
$7.45M +$476K +13,732 +7%
WIA
116
World Investment Advisors
California
$7.42M +$6.15M +177,460 +392%
KNFPWM
117
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.41M +$1.3M +37,411 +20%
T
118
Tidemark
California
$7.4M +$760K +21,912 +11%
CIA
119
Concurrent Investment Advisors
Florida
$7.33M +$4.07M +117,501 +114%
CWG
120
Cornerstone Wealth Group
North Carolina
$7.31M +$7.61M +219,589 New
PS
121
Principal Securities
Iowa
$7.22M +$2.97M +85,670 +65%
KAS
122
Kestra Advisory Services
Texas
$7.14M +$1.67M +48,278 +29%
SL
123
Sentinus LLC
Illinois
$7.06M +$4.1M +118,320 +126%
AA
124
Ancora Advisors
Ohio
$6.97M +$5.08M +146,628 +234%
I
125
INVST
Indiana
$6.94M -$410K -11,826 -5%