BAI

iShares A.I. Innovation and Tech Active ETF

491 hedge funds and large institutions have $8.5B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 313 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSL
126
JT Stratford LLC
Georgia
$6.41M
SWP
127
ShoreHaven Wealth Partners
New Jersey
$6.32M
CAL
128
Capital Analysts LLC
Pennsylvania
$6.22M
MA
129
Mutual Advisors
Nebraska
$6.19M
BHWM
130
Bay Harbor Wealth Management
Maryland
$6.17M
AWM
131
Apollon Wealth Management
South Carolina
$6.01M
AssetMark Inc
132
AssetMark Inc
California
$5.93M
WP
133
WealthShield Partners
North Carolina
$5.77M
FTWA
134
Fifth Third Wealth Advisors
Ohio
$5.71M
MGWM
135
Marks Group Wealth Management
Minnesota
$5.63M
KPWS
136
Kestra Private Wealth Services
Texas
$5.6M
SCA
137
Snowden Capital Advisors
New York
$5.47M
SIM
138
Synergy Investment Management
Florida
$5.46M
QPWM
139
Quadrant Private Wealth Management
Pennsylvania
$5.43M
SA
140
Sovran Advisors
California
$5.41M
MWM
141
Modern Wealth Management
Kansas
$5.4M
TWM
142
TSA Wealth Management
Texas
$5.34M
CAM
143
Cobblestone Asset Management
Virginia
$5.17M
DWM
144
Diversify Wealth Management
Utah
$5.1M
SWM
145
StoneCrest Wealth Management
Arizona
$5.03M
SFM
146
Signet Financial Management
New Jersey
$5.01M
IP
147
Integras Partners
Georgia
$4.8M
VPP
148
Vertex Planning Partners
Illinois
$4.78M
BBWP
149
Beacon Bridge Wealth Partners
Pennsylvania
$4.78M
ATPW
150
Ashton Thomas Private Wealth
Arizona
$4.72M