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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

277 hedge funds and large institutions have $2B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 252 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,500% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 2

4,566% more capital invested

Capital invested by funds: $42.9M → $2B (+$1.96B)

926% more funds holding

Funds holding: 27 → 277 (+250)

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

49.9% more ownership

Funds ownership: 45.78% → 95.68% (+50%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
277
Holders Change
+250
Holders Change %
+925.93%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
252
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$538M
2
LPL Financial
LPL Financial
California
+$179M
3
JP Morgan Chase
JP Morgan Chase
New York
+$96.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$64.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$53.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.03M
2
BSG
Black Swift Group
Colorado
-$688K
3
SS
Sunbelt Securities
Texas
-$257K
4
FMP
Financial Management Professionals
Texas
-$99.8K
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$20.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
126
RFG Advisory
Alabama
$1.41M +$1.19M +48,807 New
FFN
127
Focus Financial Network
Minnesota
$1.37M +$1.16M +47,556 New
SPAS
128
Spectrum Planning & Advisory Services
California
$1.34M +$1.14M +46,523 New
TVM
129
True Vision MN
Minnesota
$1.25M +$1.06M +43,452 New
ATS
130
Ashton Thomas Securities
New York
$1.19M +$1.01M +41,400 New
EPW
131
Endeavor Private Wealth
Kansas
$1.16M +$985K +40,259 New
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$1.15M +$974K +39,804 New
LWA
133
Lifelong Wealth Advisors
Minnesota
$1.14M +$970K +39,634 New
BCM
134
Berbice Capital Management
New York
$1.1M +$935K +38,195 New
TWM
135
Tradition Wealth Management
Minnesota
$1.1M +$934K +38,174 New
GWP
136
Gen-Wealth Partners
Michigan
$1.1M +$933K +38,112 New
OWCM
137
One Wealth Capital Management
Arizona
$1.02M +$862K +35,218 New
GWSA
138
Global Wealth Strategies & Associates
Colorado
$995K +$844K +34,494 New
MA
139
Mutual Advisors
Nebraska
$989K +$198K +8,101 +33%
MWM
140
Modern Wealth Management
Kansas
$985K +$836K +34,152 New
MHC
141
May Hill Capital
Massachusetts
$964K +$818K +33,416 New
MYIA
142
Mount Yale Investment Advisors
Colorado
$903K +$766K +31,299 New
BlackRock
143
BlackRock
New York
$900K -$9.03M -368,819 -92%
BWMG
144
Barnes Wealth Management Group
California
$845K +$717K +29,301 New
BWM
145
BlackDiamond Wealth Management
New York
$828K +$718K +29,340 New
CAG
146
Csenge Advisory Group
Florida
$823K +$778K +31,794 New
MOS
147
MGO One Seven
Ohio
$822K +$697K +28,480 New
LF
148
Lantz Financial
Illinois
$808K +$686K +28,012 New
HPM
149
Hoxton Planning & Management
West Virginia
$791K +$671K +27,408 New
GWP
150
Gateway Wealth Partners
Wisconsin
$786K +$667K +27,255 New
4 5
6
7 8

BAI Hedge Fund Activity: Q2 2025 in Review

277 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q2 2025, worth a combined $2B — up 4,566% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new BAI positions and 2 closed out — a net gain of 250 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $538M. The largest seller was BlackRock, cutting an estimated $9.03M.

  • 277 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $2B of iShares A.I. Innovation and Tech Active ETF stock for Q2 2025, up 4,566% quarter-over-quarter.
  • 252 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q2 2025 and 2 closed out, a net change of +250 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $538M added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q2 2025 was BlackRock, an estimated $9.03M sold.

Based on aggregated 13F filings for Q2 2025.