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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

383 hedge funds and large institutions have $6.27B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 239 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,290% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 10

900% more funds holding in top 10

Funds holding in top 10: 1 → 10 (+9)

760% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 15

213% more capital invested

Capital invested by funds: $2B → $6.27B (+$4.27B)

38% more funds holding

Funds holding: 277 → 383 (+106)

23.62% more ownership

Funds ownership: 95.68% → 119.3% (+24%)

Holders
383
Holders Change
+106
Holders Change %
+38.27%
% of All Funds
5.03%
Holding in Top 10
10
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+900%
% of All Funds
0.13%
New
129
Increased
239
Reduced
10
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.09B
2
LPL Financial
LPL Financial
California
+$387M
3
PAS
Park Avenue Securities
New York
+$165M
4
JP Morgan Chase
JP Morgan Chase
New York
+$146M
5
Morgan Stanley
Morgan Stanley
New York
+$97.5M

Top Sellers

Rank Fund Capital Flow
1
HWM
Horizon Wealth Management
Illinois
-$4.64M
2
Jane Street
Jane Street
New York
-$4.62M
3
GS
GTS Securities
New York
-$1.66M
4
MYIA
Mount Yale Investment Advisors
Colorado
-$903K
5
EL
EWA LLC
Pennsylvania
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
126
Signet Financial Management
New Jersey
$4.21M +$1.28M +40,569 +49%
AWM
127
Apollon Wealth Management
South Carolina
$4.12M +$3.01M +95,369 +377%
KFSC
128
Keystone Financial Services (Colorado)
Colorado
$4.03M +$289K +9,162 +8%
TVM
129
True Vision MN
Minnesota
$3.94M +$2.27M +71,858 +165%
SF
130
SWP Financial
California
$3.77M +$1.7M +53,736 +95%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$3.75M +$2.2M +69,892 +176%
ATPW
132
Ashton Thomas Private Wealth
Arizona
$3.71M +$2.6M +82,429 +316%
GWP
133
Gen-Wealth Partners
Michigan
$3.65M +$2.17M +68,771 +180%
CSWG
134
Cardinal Strategic Wealth Guidance
Kentucky
$3.65M -$9.62K -305 -0.3%
CIA
135
Concurrent Investment Advisors
Florida
$3.51M +$2.71M +85,837 +511%
TPWA
136
Twin Peaks Wealth Advisors
California
$3.5M +$1.83M +57,973 +130%
MWM
137
Modern Wealth Management
Kansas
$3.35M +$2.02M +63,994 +187%
KWM
138
Keebeck Wealth Management
Illinois
$3.28M +$1.26M +40,058 +72%
VT
139
Vise Technologies
New York
$3.22M +$2.97M +94,296 New
SL
140
Sentinus LLC
Illinois
$3.2M +$325K +10,315 +12%
SPAS
141
Spectrum Planning & Advisory Services
California
$3.2M +$1.48M +47,071 +101%
ATS
142
Ashton Thomas Securities
New York
$3.14M +$1.6M +50,652 +122%
HighTower Advisors
143
HighTower Advisors
Illinois
$3.11M +$2.29M +72,543 +395%
TWM
144
Tradition Wealth Management
Minnesota
$3.03M +$1.59M +50,534 +132%
OWCM
145
One Wealth Capital Management
Arizona
$3.03M +$1.69M +53,455 +152%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$2.94M +$680K +21,540 +33%
CWM
147
Certus Wealth Management
California
$2.92M +$1.09M +34,476 +68%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$2.8M +$1.79M +56,614 +223%
BBA
149
Braun-Bostich & Associates
Pennsylvania
$2.77M +$2.56M +81,041 New
CWM
150
Centurion Wealth Management
Virginia
$2.75M +$1.86M +58,851 +274%
4 5
6
7 8

BAI Hedge Fund Activity: Q3 2025 in Review

383 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q3 2025, worth a combined $6.27B — up 213% from $2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new BAI positions and 15 closed out — a net gain of 114 holders — while 239 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.09B. The largest seller was Horizon Wealth Management, cutting an estimated $4.64M.

  • 383 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q3 2025, up from 277 in Q2 2025.
  • Funds reported $6.27B of iShares A.I. Innovation and Tech Active ETF stock for Q3 2025, up 213% quarter-over-quarter.
  • 129 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q3 2025 and 15 closed out, a net change of +114 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $1.09B added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q3 2025 was Horizon Wealth Management, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2025.