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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
P
126
&Partners
Tennessee
$6.81M +$1.09M +31,474 +18%
AWP
127
Avid Wealth Partners
Texas
$6.52M +$2.41M +69,470 +55%
LWA
128
Lineweaver Wealth Advisors
Ohio
$6.52M +$231K +6,671 +4%
JSL
129
JT Stratford LLC
Georgia
$6.41M +$6.03M +173,834 +937%
SWP
130
ShoreHaven Wealth Partners
New Jersey
$6.32M -$909K -26,232 -12%
CAL
131
Capital Analysts LLC
Pennsylvania
$6.22M +$697K +20,097 +12%
MA
132
Mutual Advisors
Nebraska
$6.19M +$4.81M +138,693 +293%
BHWM
133
Bay Harbor Wealth Management
Maryland
$6.17M +$306K +8,833 +5%
AWM
134
Apollon Wealth Management
South Carolina
$6.01M +$2.07M +59,728 +49%
AssetMark Inc
135
AssetMark Inc
California
$5.93M +$717K +20,697 +13%
WP
136
WealthShield Partners
North Carolina
$5.77M +$604K +17,426 +11%
FTWA
137
Fifth Third Wealth Advisors
Ohio
$5.71M +$5.53M +159,479 +1,335%
MGWM
138
Marks Group Wealth Management
Minnesota
$5.63M +$1.32M +38,171 +29%
KPWS
139
Kestra Private Wealth Services
Texas
$5.6M +$3.75M +108,062 +180%
SCA
140
Snowden Capital Advisors
New York
$5.47M +$465K +13,426 +9%
SIM
141
Synergy Investment Management
Florida
$5.46M +$800K +23,076 +16%
QPWM
142
Quadrant Private Wealth Management
Pennsylvania
$5.43M +$937K +27,032 +20%
SA
143
Sovran Advisors
California
$5.41M +$164K +4,727 +3%
MWM
144
Modern Wealth Management
Kansas
$5.4M +$2.22M +63,993 +65%
TWM
145
TSA Wealth Management
Texas
$5.34M +$223K +6,420 +4%
CAM
146
Cobblestone Asset Management
Virginia
$5.17M +$300K +8,659 +6%
DWM
147
Diversify Wealth Management
Utah
$5.1M +$5.04M +145,503 New
SWM
148
StoneCrest Wealth Management
Arizona
$5.03M +$448K +12,912 +9%
SFM
149
Signet Financial Management
New Jersey
$5.01M +$942K +27,165 +22%
IP
150
Integras Partners
Georgia
$4.8M -$152K -4,398 -3%